OVERVIEW
This Privacy Policy describes how Dana Financial Stewards (“we,” “us,” or the “Company”) collects, uses, and discloses personal information from customers and users of our website, and services. This Privacy Policy applies to any other websites or platforms that the Company may create in the future (the “Platform”).
The purpose of the Platform is to provide information and tools to licensed insurance agents and prospective insurance agents (“Agents”). We also receive information about individuals who are interested in insurance or financial products (“Consumers”) and make such information available to licensed insurance agents who assist individuals with the purchase of the products (“Services”). We may also work with “Lead Vendors” – companies that collect inquiries from Consumers and pass such inquiries to Agents and Company representatives. Lead Vendors must obtain appropriate consent from Consumers to be contacted regarding specific products before providing us with such Consumers’ information.
This Privacy Policy uses the term “Personal Information” to describe information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular consumer or household.
Last Updated: January 27, 2026
Dana Financial Stewards (“we,” “us,” “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you interact with our company, including through our website, forms, events, services, and communications.
By using our services, you agree to the practices described in this Privacy Policy.
1. Information We Collect.
We may collect the following types of information:
Personal Information
Name
Email address
Phone number
Mailing address
Date of birth (if required for insurance or financial products)
Policy or account information
Identification information required for insurance/financial applications
Financial & Insurance Information
Coverage details
Beneficiary information
Application and underwriting details
Consultation notes and preferences
Technical Information
IP address
Browser type
Device information
Cookies and tracking technologies
Communication Information
SMS message history
Email interactions
Form submissions
Appointment and consultation logs
We only collect information that you voluntarily provide or that is required to deliver financial, insurance, and advisory services.
2. How We Use Your Information
We use your information to:
Provide insurance, financial, or planning services
Process applications, quotes, or policy requests
Schedule and confirm appointments
Communicate with you regarding your account or services
Send educational content, reminders, and updates
Improve our website, services, and customer experience
Comply with legal and regulatory requirements
We do not sell your personal information.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.
All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
3. SMS & Email Communications
By submitting your phone number or email, you consent to receive communication from Dana Financial Stewards.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
SMS Terms:
You may receive appointment reminders, follow-ups, policy information, event updates, and customer support messages.
Message & data rates may apply.
You can opt out at any time by replying STOP.
We follow all TCPA and 10DLC compliance standards.
4. How We Share Your Information
We may share your information with:
Insurance carriers
Financial institutions
Licensed agents or advisors
Third-party service providers (CRM, scheduling tools, secure document systems)
Legal or regulatory authorities if required by law
We do not share information for marketing by third parties.
All third parties are required to maintain confidentiality and security of your data.
We do not sell or share consumer personal information. Dana Financial Stewards only discloses your information to insurance carriers, financial institutions, or service providers when necessary to process applications, provide services, or comply with legal requirements. We never sell, rent, trade, or share your data with outside organizations for their own marketing or commercial purposes.
5. Data Security
We use administrative, technical, and physical safeguards to protect your information from unauthorized access, use, or disclosure.
However, no data transmission over the internet can be guaranteed to be 100% secure. We take all reasonable precautions to protect your data.
6. Your Rights & Choices
You may:
Request access to the information we have about you
Request correction or updates
Request deletion where legally permitted
Opt out of SMS or email at any time
Withdraw consent for communications
To exercise any of these rights, contact us at [email protected]
7. Cookies & Tracking Technologies
We may use cookies, pixels, and tracking tools to improve user experience, measure performance, and personalize content.
You may disable cookies in your browser settings.
8. Third-Party Links
Our website or communications may contain links to third-party websites.
We are not responsible for their content or their privacy practices.
9. Children’s Privacy
We do not knowingly collect information from anyone under 13 years old.
If you believe a child has provided information, please contact us immediately.
10. Updates to This Policy
We may update this Privacy Policy periodically.
Any changes will be posted on our website with a revised “Last Updated” date.
COOKIE POLICY
The website on which the Platform is hosted may use cookies, pixel tags, web beacons, and similar technologies to track and enhance user experience, including technologies placed on the website by third parties, such as advertising network partners. Users’ web browser places cookies on their hard drive for record-keeping purposes and sometimes to track information about them. Cookies can also enable us to track and target the interests of our users to enhance their experience on our website. We may use the following types of cookies: advertising and analytics and social media.
You may choose to set your web browser to refuse cookies or to alert you when cookies are being sent. If you do so, some parts of the Platform may not function properly. Our Platform does not recognize “Do Not Track” signals, but it may recognize other opt-out preference signals, such as the Global Privacy Control (GPC). You may set such a signal through your browser or browser extension.
CONTACT INFORMATION
If you have any questions or comments about this notice, or the ways in which we collect and use your personal information, please do not hesitate to contact us at:
Dana Financial Stewards
Phone: +1 813 501 2667
Email: [email protected]