Privacy Policy

Last Updated: March 2026

At Meta Coast Financial, we are committed to protecting the privacy and security of the personal information you entrust to us. This Privacy Policy outlines our practices regarding the collection, use, and disclosure of information when you use our services.

1. Information We Collect

We collect personal information necessary to provide life insurance brokerage services. This may include your name, contact information (email address, phone number), demographic data, health information relevant to underwriting, and financial details required for policy applications and review.

2. How We Use Your Information

The information we collect is used strictly for legitimate business purposes. Primarily, we use this data to perform policy reviews, facilitate life insurance applications, match you with appropriate insurance carriers, and communicate effectively regarding your coverage options.

3. Information Sharing and Disclosure

Meta Coast Financial does not sell or rent your personal information to third parties. We share your information exclusively with life insurance carriers for the purpose of underwriting and placing coverage, and with trusted service providers who assist us in operating our business under strict confidentiality agreements. We may also disclose information when legally required to do so.

4. Data Security

We implement robust, industry-standard administrative, technical, and physical security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is entirely secure.

5. Your Rights

Depending on your jurisdiction, you may have the right to access, correct, or request the deletion of your personal information. If you wish to exercise any of these rights or have inquiries about the data we hold, please contact our administrative team.

6. Updates to This Policy

We may periodically update this Privacy Policy to reflect changes in our procedural practices or regulatory requirements. We encourage you to review this page periodically for any modifications. Your continued use of our services constitutes acknowledgment of the current policy.

7. Contact Us

For any questions regarding this Privacy Policy or our data handling practices, please contact us through the standard communication channels available on our website.