Privacy Policy

Who This Policy Covers

This policy explains how Life Insurance San Mateo treats information connected to this website and to phone calls with our office in San Mateo, CA. The site is informational. It describes term life, whole life, universal life, mortgage protection, final expense coverage and retirement income planning, and the only way to reach us is by phone.

What the Website Records on Its Own

Like nearly every website, ours runs on a server that keeps ordinary logs. A log entry typically holds your IP address, browser type, device type, the page you requested, the page that sent you here, and the date and time of the visit.

We use these logs to keep the site running, spot broken pages and notice unusual traffic. We do not use them to identify you by name.

Cookies and Basic Analytics

The site may set small cookies through a basic analytics tool. These count visits, show which pages get read and record general details such as screen size. You can block or delete cookies in your browser settings, and the site will still work without them.

What You Share by Phone

When you call, you decide what to tell us. To answer a coverage question or prepare a quote, an agent may ask for your name, age, general health, tobacco use, the amount of coverage you want and who your beneficiary would be.

Health details are sensitive, so we ask only for what a quote or application actually requires, and we explain why a question matters before we ask it. You can decline any question.

How We Use and Share Information

We use what you share to answer your questions, compare policy options and follow up on the call you started. We do not sell personal information. If you choose to apply for a policy, we pass your application details to the insurance carrier you selected so it can review them, and only with your agreement. Our website host and analytics provider handle technical data as needed to operate the site.

Protecting Your Information

We take reasonable practical steps to keep information safe, such as limiting who can see call notes and keeping records out of public view. No website or phone system is perfectly secure, so we avoid collecting details we do not need.

Children and Policy Updates

This site is meant for adults and is not directed at children. If this policy changes, we will post the updated version on this page.

Questions About Your Privacy

If you want to know what we hold about you, or want us to correct or remove it, our office is a phone call away at (650) 397-7958. We will explain what we have and what can be changed.