Privacy Policy

Effective Date: March 1, 2025 | Last Updated: March 13, 2026

Maxout Insurance Partners ("we," "our," or "us"), doing business as Maxout Insurance, is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard the information you provide when you visit maxoutinsurance.com or communicate with us through any form, phone call, text message, or email.

By using this website or submitting any form, you agree to the terms of this Privacy Policy. If you do not agree, please do not use this website.

We may collect the following categories of personal information:

• SMS Opt-In Data: Your phone number and explicit consent to receive SMS messages, if provided
• Form Submission Data: Any information submitted through our website forms, including quiz responses and consultation requests
• Device & Usage Data: IP address, browser type, operating system, pages visited, and time spent on the site
• Financial Information: Retirement savings range, income range, and insurance needs (as voluntarily provided)
• Contact Information: Full name, phone number, email address, and mailing address

2. How We Use Your Information

We use the information we collect to:

• Comply with applicable laws and regulations
• Improve our website, services, and marketing
• Send emails and follow-up communications related to your inquiry
• Send SMS messages when you have provided explicit written consent
• Respond to inquiries and schedule consultations
• Provide insurance and financial planning services

3. SMS / Text Message Communications

Important Notice Regarding SMS Consent

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties or affiliates for marketing or promotional purposes.

By providing your phone number and checking the SMS consent box on any form on this website, you expressly consent to receive SMS text messages from Maxout Insurance Partners regarding:

• Follow-up communications related to your inquiry
• Policy updates and educational content
• Appointment reminders and consultation confirmations
• Insurance and financial planning services

Message & data rates may apply. Message frequency varies based on your interaction with us.

To opt out: Reply STOP to any SMS message at any time to cancel. You may also contact us directly at [email protected] or call (949) 272-9172 to be removed from our SMS list.

For help: Reply HELP to any SMS message or call us at (949) 272-9172.

Consent is not a condition of purchase. You are not required to consent to SMS messages to receive our services.

Carriers are not liable for delayed or undelivered messages.

4. Sharing of Information

We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following limited circumstances:

• Business Transfers: In connection with a merger, acquisition, or sale of assets, with appropriate confidentiality protections
• Legal Requirements: When required by law, court order, or government authority
• Service Providers: Trusted third-party vendors who assist us in operating our website, CRM, or communications. These providers are contractually prohibited from using your data for any purpose other than providing services to us.

We do not sell or share your mobile phone number or SMS opt-in consent data with any third party for marketing or promotional purposes.

5. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies (such as the Meta Pixel and Google Analytics) to understand how visitors use our site, improve performance, and deliver relevant advertising. By using our website, you consent to the use of these technologies.

You can control cookie settings through your browser. Note that disabling cookies may affect some website functionality.

6. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, modification, or disclosure. However, no data transmission over the internet or wireless network can be guaranteed to be 100% secure.

7. Your Rights and Choices

You have the right to:

• Request that we not sell your data (we do not sell data)
• Opt out of email communications by clicking "unsubscribe"
• Opt out of SMS messages at any time by replying STOP
• Request deletion of your personal information
• Request correction of inaccurate information
• Access the personal information we hold about you

California residents may have additional rights under the California Consumer Privacy Act (CCPA). To exercise any of these rights, contact us at [email protected].

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies before providing any personal information.

9. Children's Privacy

Our website is not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by updating the "Last Updated" date at the top of this page. Your continued use of our website after any changes constitutes your acceptance of the updated policy.

11. Contact Us

If you have questions about this Privacy Policy or wish to exercise your rights, please contact us: