Privacy Policy

This Privacy Policy explains how Millwright Plan collects, uses, shares, and protects information when you visit our website, complete our quiz, request an indexed universal life insurance illustration, or otherwise interact with our services.

1. Information We Collect

We may collect information you provide directly, including:

• Name, phone number, email address, city, state, ZIP code, and country.
• Quiz answers related to your financial goals, trade background, and coverage needs.
• Information submitted through forms, text messages, email, phone calls, or scheduling tools.

We may also collect technical and tracking information automatically, including IP address, browser type, device information, referring URLs, landing page URLs, user agent, cookies, Meta Pixel identifiers, click IDs, UTM parameters, and similar analytics or attribution data.

2. How We Use Information

• To review your request and prepare or discuss an insurance illustration.
• To route your inquiry to a licensed insurance professional or assigned representative.
• To contact you by phone, text message, email, or similar communication channels.
• To operate, secure, and improve our website, funnel, CRM, and follow-up systems.
• To measure advertising performance, attribution, and conversion quality.
• To comply with legal, regulatory, underwriting, and recordkeeping obligations.

3. Insurance and Financial Services Notice

Millwright Plan is an insurance marketing and lead intake website for people seeking information about permanent life insurance and indexed universal life insurance. Submitting a form does not create an insurance policy, guarantee coverage, or bind any carrier. Product availability, pricing, underwriting, and policy terms are determined by licensed professionals and insurance carriers.

4. Cookies, Pixels, and Advertising Data

We use cookies, pixels, server-side conversion APIs, analytics tools, and similar technologies to understand site activity and improve advertising performance. This may include Meta Pixel and Meta Conversions API. Information sent for advertising measurement may include hashed contact fields, IP address, user agent, event IDs, click IDs, browser identifiers, and form attribution data.

You can control cookies through your browser settings. Disabling cookies may affect site functionality and attribution accuracy.

5. SMS, Calls, and Email

By submitting your contact information, you consent to be contacted by Millwright Plan, its representatives, or affiliated licensed professionals about your request. Message and data rates may apply. Consent is not a condition of purchasing insurance. You may opt out of marketing texts by replying STOP and may request removal from email follow-up by using the unsubscribe option where available or by contacting us.

6. How We Share Information

We may share information with:

• Licensed insurance agents, agencies, or representatives assigned to your request.
• CRM, hosting, analytics, advertising, messaging, email, and call-tracking providers.
• Insurance carriers or service providers when needed to evaluate or fulfill your request.
• Authorities or third parties when required by law or to protect rights, safety, or security.

We do not sell your personal information for unrelated third-party marketing.

7. Data Retention

We retain information for as long as reasonably needed to operate the funnel, manage customer and lead records, comply with legal obligations, resolve disputes, enforce agreements, and maintain advertising attribution records.

8. Your Choices and Rights

Depending on your location, you may have rights to access, correct, delete, or limit certain uses of your personal information. To make a request, contact us using the email link below. We may need to verify your identity before fulfilling a request.

9. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect information. No website, network, or storage system can be guaranteed to be completely secure.

10. Children's Privacy

This website is intended for adults. We do not knowingly collect personal information from children under 13.

11. Updates

We may update this Privacy Policy from time to time. The effective date above shows when this version was last updated.

12. Contact

Questions about this Privacy Policy can be sent to support@millwrightplan.com.