Privacy Policy
Effective Date:
[Insert Date]
At MacDonald Financial Solutions, your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website
[www.macdonaldfinancialsolutions.com] use our services, or engage with us online or offline. Please read this policy carefully. If you do not agree with the terms, please do not access the site.
1. Information We Collect
A. Personal Information
We may collect personal information you voluntarily provide to us, such as:
Full name
Email address
Phone number
Mailing address
Social Security number (when applying for insurance products)
Financial information (e.g., income, assets, liabilities, for policy applications)
Any other information you submit through forms, consultations, or client portals
B. Non-Personal Information
We may also collect non-personal data such as:
Browser type and versionIP addressPages viewed and time spentDevice identifiersReferring website
C. Cookies & Tracking Technologies
We use cookies and similar tracking technologies to:
Improve your browsing experienceUnderstand site usageCustomize marketingYou can opt-out or control cookie usage through your browser settings.
2. How We Use Your Information
We use the information we collect to:
Provide financial consultation and insurance servicesProcess applications and policy activationsCommunicate with you (e.g., newsletters, appointment confirmations)Comply with legal obligations (e.g., regulatory disclosures)Improve our website, services, and client experienceSend promotional materials (you can opt out at any time)
3. Sharing Your Information
We do not sell your personal information. We may share your information with:
Insurance carriers to process applicationsService providers who help us operate our business (e.g., CRM, email marketing platforms)Legal or government entities as required by lawOther entities with your explicit consent
All third parties are required to uphold strict confidentiality and privacy standards.
4. Data Security
We take appropriate technical and organizational measures to protect your information. These include:
Encrypted data storageSecure serversLimited access to personal dataOngoing security training for staff .However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.
5. Your Privacy Rights
Depending on your location, you may have the following rights:
If you reside in the United States (CCPA/CPRA):
Right to Know – You can request details on the data we collect about you.Right to Delete – You can request we delete your personal information.Right to Opt Out – You can opt out of having your personal data sold (we don’t sell it, but we still honor the request).Right to Non-Discrimination – We won’t treat you unfairly for exercising your privacy rights.
If you reside in the European Union (GDPR):
Right of Access – View the data we store about you.Right to Rectification – Fix inaccurate or incomplete data.Right to Erasure – Ask us to delete your data.Right to Restrict Processing – Limit how we use your data.Right to Data Portability – Receive your data in a structured format.Right to Object – Object to processing based on legitimate interests or marketing. To exercise these rights, please contact us at:
📧 [email protected]
📞 941-405-3130
6. Children’s Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal data from children. If you believe we have done so inadvertently, please contact us to delete the information.
7. Third-Party Links
Our website may contain links to third-party sites or services. We are not responsible for the privacy practices of these sites. Please review their privacy policies separately.
8. Updates to This Policy
We may update this policy from time to time. The updated version will be posted with a new “Effective Date.” We encourage you to review this page periodically to stay informed.
9. Contact Us
Questions? Concerns? Need to file a privacy request? Contact us at:
📧 [email protected]
📞 941-405-3130
📍MacDonald Financial Solutions
4703 Tobermory Way
Bradenton, FL .4211
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