Privacy Policy
Effective Date: 14/6/2025
Last Updated: 14/6/2025
Monroe Life & Annuities (“we,” “us,” or “our”) is committed to protecting your privacy and safeguarding the personal information you share with us. This Privacy Policy outlines how we collect, use, disclose, and protect your information when you visit our website or engage with our services.
Information We Collect
We may collect the following types of information:
Personal Information
Full name
Email address
Phone number
Mailing address
Date of birth
Social Security number (for applications)
Financial information (income, assets, beneficiary details)
Non-Personal Information
Browser type and version
IP address
Device information
Pages visited and time spent on the website
Referring website
How We Use Your Information
We use the information collected for the following purposes:
To assess your eligibility for life insurance and annuity products
To provide personalized financial strategies and solutions
To process applications and deliver requested services
To communicate with you about your policy, account, or inquiries
To improve our website and user experience
To comply with legal and regulatory requirements
Sharing Your Information
We do not sell or rent your personal information to third parties. We may share your information with:
Licensed insurance carriers for underwriting purposes
Third-party service providers who help us operate our business (e.g., CRM, web hosting, customer support)
Regulatory or legal authorities as required by law
Financial or legal advisors with your consent
All third parties with whom we share information are required to maintain confidentiality and data protection standards in line with this policy.
Data Security
We implement a variety of physical, administrative, and technical safeguards to protect your personal data from unauthorized access, disclosure, or misuse. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
Your Rights and Choices
You have the right to:
Request access to the personal information we hold about you
Request correction or deletion of your personal data
Opt out of marketing communications at any time
File a complaint with a data protection authority if applicable
To exercise these rights, please contact us at:
Email: [Insert your business email]
Phone: [Insert your phone number]
Cookies and Tracking Technologies
Our website may use cookies, pixels, and similar tracking technologies to enhance your browsing experience, analyze traffic, and personalize content. You can disable cookies via your browser settings.
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to read their privacy policies.
Children’s Privacy
Our services are not intended for children under the age of 18. We do not knowingly collect information from minors without verified parental consent.
Policy Updates
We may update this Privacy Policy periodically. Any changes will be posted on this page with a revised “Last Updated” date.
Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:
Monroe Life & Annuities
Business Address: 1046 Eagles Brooke Dr, Locust Grove, GA 30248, USA
Email: [email protected]
Phone: (618) 767-0468