Privacy Policy

Privacy Policy

Copper State Financial Group
Effective Date: 03/16/2026

Copper State Financial Group (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide when visiting our website or engaging with our services.

This Privacy Policy explains how we collect, use, protect, and share your information.

1. Information We Collect

We may collect the following types of information:

Personal Information

When you complete forms, schedule a Protection Review, request information, or communicate with us, we may collect:

Full name
Email address
Phone number
Mailing address
Date of birth
Financial and insurance-related information
Employment and income details
Health-related information (when required for insurance underwriting)

Technical Information

When you visit our website, we may automatically collect:

IP address
Browser type
Device information
Pages visited
Time spent on pages
Cookies and tracking data

2. How We Use Your Information

We use collected information to:

Schedule and conduct protection reviews
Provide insurance quotes and related services
Assist with licensing or onboarding inquiries
Communicate regarding appointments or services
Improve our website and user experience
Comply with legal and regulatory requirements

If you provide your phone number and consent to receive text messages, Copper State Financial Group LLC may send SMS messages related to appointment scheduling, reminders, responses to inquiries, and service communications.

Message frequency may vary. Message and data rates may apply.

You may opt out of SMS communications at any time by replying STOP to any message. For assistance, reply HELP or contact us directly.

We do not sell your personal information.

SMS Communication & Consent

We may collect your phone number and obtain consent to send SMS messages related to your request, including appointment scheduling, reminders, and follow-up communication.

Message frequency may vary. Message and data rates may apply.

You can opt out of receiving SMS messages at any time by replying STOP. For assistance, reply HELP.

SMS consent and phone numbers collected for messaging purposes will not be shared with third parties or affiliates for marketing purposes.

3. Insurance and Financial Information

Certain services may require the collection of sensitive personal information, including financial and health information.

This information is used solely for:

Insurance applications
Underwriting processes
Policy servicing
Compliance with state and federal insurance regulations

Such information is handled in accordance with applicable privacy laws and industry standards.

4. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to:

Enhance website functionality
Analyze site traffic
Improve marketing performance

You may disable cookies through your browser settings; however, certain site features may not function properly.

5. Third-Party Service Providers

We may share limited information with trusted third-party service providers that help us operate our business and provide services to you. These providers may include:

• Insurance carriers
• CRM and scheduling software providers
• Email and communication service providers
• Payment processors (if applicable)
• Regulatory or compliance partners

These service providers are contractually required to safeguard your information and may only use it for the purpose of providing services on our behalf.

We may also disclose information when required to comply with applicable laws, regulations, or legal processes.

SMS consent and phone numbers collected for messaging purposes will not be shared with third parties or affiliates for marketing purposes.

6. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, or misuse.

However, no internet transmission or storage system can be guaranteed 100% secure.

7. Your Privacy Rights

Depending on your state of residence, you may have rights to:

Request access to your personal information
Request correction of inaccurate information
Request deletion of certain information
Opt out of certain data uses

To make a privacy request, contact us using the information at the bottom of this page.

8. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from minors.

9. External Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of external sites.

10. Changes to This Policy

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date.

11. Contact Information

If you have questions about this Privacy Policy or how your information is handled, please contact:

Copper State Financial Group
12112 N Rancho Vistoso Blvd, Ste 150 #427
Oro Valley, AZ, 85755

602-902-1021

[email protected]
www.CopperStateFinancialGroup.com