Last Updated: March 2026
At Planned & Protected, we take your privacy seriously. This policy explains how we collect, use, and protect your personal information when you request a mortgage protection quote.
We collect information you voluntarily provide through our lead forms, including your name, phone number, ZIP code, and mortgage details.
We do not require or collect Social Security Numbers (SSN) through this website.
We may collect technical data such as IP addresses and browser types via cookies to improve your user experience and to help us understand how visitors use our website.
Your information is used exclusively to determine your eligibility for mortgage protection and to provide a customized insurance quote.
Jeff or a member of the Planned & Protected team will use your phone number to reach out within minutes of your request to discuss your options and answer any questions you may have.
We do not sell, rent, or trade your personal data to third-party marketing companies.
We implement industry-standard security measures to help ensure your information remains private and protected from unauthorized access, disclosure, alteration, or destruction.
Our forms are encrypted to protect your data during transmission over the internet.
By submitting your information, you provide express written consent for Planned & Protected and its partners to contact you via live call, text message, or email using the contact details you provide, including through the use of automated technology where permitted by law.
You may opt out of these communications at any time by replying "STOP" to any text message or by clicking "Unsubscribe" in our emails. Opting out will not affect the legality of communications sent before your opt-out request was received.
If you have any questions regarding this policy or how your information is handled, please contact us through the "About Jeff" page or via the contact details provided in your quote confirmation.
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