Legal

Privacy Policy

Last updated: July 2026

Contents

  1. Overview
  2. Information We Collect
  3. How We Use Your Information
  4. How We Share Information
  5. Data Security & Confidentiality
  6. Your Rights & Choices
  7. Cookies & Tracking
  8. Data Retention
  9. Children's Privacy
  10. Changes to This Policy
  11. Contact Us

1. Overview

Advanced Life Management ("we," "us," or "our") is a nationwide insurance brokerage. This policy explains what information we collect through advancedlm.com and when you work with us, how we use it, and the choices you have. By using our site or working with our agents, you agree to the practices described here.

2. Information We Collect

We may collect the following categories of information:

3. How We Use Your Information

We use the information we collect to:

4. How We Share Information

We do not sell your personal information. We share information only as needed to do business on your behalf, including with the insurance carriers, underwriters, and financial institutions you choose to work with through us, and with service providers who support our operations (such as hosting and email delivery) under confidentiality obligations. We may also disclose information if required by law.

5. Data Security & Confidentiality

Similar to the confidentiality your physician or attorney owes you, we treat your health, financial, and insurance history as private. We do not disclose it to others without your written authorization, except as described in this policy or required by law. We use reasonable administrative and technical safeguards to protect information submitted through our site, though no method of transmission or storage is ever 100% secure.

6. Your Rights & Choices

You may contact us at any time to ask what information we hold about you, request corrections, or ask us to delete information we are not required to retain for legal or regulatory reasons. You may also opt out of non-essential communications by contacting us directly.

7. Cookies & Tracking

Our site uses cookies to support basic functionality and to comply with applicable privacy laws, including a cookie consent banner. You can control or disable cookies through your browser settings; doing so may affect how parts of the site function.

8. Data Retention

We retain personal and policy-related information for as long as needed to service your account, meet the recordkeeping requirements of the insurance products we broker, and satisfy legal and regulatory obligations, after which it is securely deleted or anonymized.

9. Children's Privacy

Our services are directed at adults seeking insurance and financial products. We do not knowingly collect personal information from children under 13.

10. Changes to This Policy

We may update this policy from time to time. The "Last updated" date above reflects the most recent revision. Continued use of our site or services after changes are posted constitutes acceptance of the updated policy.

11. Contact Us

Questions about this policy or your information can be sent through our Contact page, or mailed to Advanced Life Management, 7512 Dr Phillips Blvd, Suite 50-552, Orlando, FL 32819.