Privacy Policy
Livermore Advisory Group ("we," "us," "our") is an independent, Florida-licensed insurance brokerage. This page explains what information we collect through livermoreadvisorygroup.com, how we use it, and the choices you have. It applies to this website and to information you share with us when requesting a consultation.
Information we collect
When you fill out our contact form, call, or email us, we may collect:
- Your name, email address, and phone number
- The type of coverage you're asking about (for example, Medicare, Medicaid, individual health, or commercial insurance)
- Any message or details you choose to share about your situation
We do not use tracking pixels, advertising cookies, or analytics software that builds a profile of visitors on this website. Our web host and email form provider (used to deliver your inquiry to our inbox) may log standard technical information such as IP address and browser type, consistent with normal website operation.
How we use your information
We use the information you provide to:
- Respond to your inquiry and follow up about coverage options
- Prepare quotes and enrollment paperwork if you choose to work with us
- Maintain records required by Florida insurance regulations and our carrier appointments
- Provide ongoing service — annual reviews, claims assistance, and policy changes — if you become a client
We do not sell your personal information, and we do not share it with third parties for their own marketing purposes.
Insurance producers and your financial information
As a licensed Florida insurance agency, Livermore Advisory Group is subject to privacy requirements under the federal Gramm-Leach-Bliley Act (GLBA) and Florida insurance law, which govern how we handle nonpublic personal information collected in connection with insurance products. We limit access to your information to the people who need it to service your policy, and we do not disclose it to unaffiliated third parties except as needed to obtain quotes, bind coverage, service your policy, or as required by law.
How we protect your information
Consistent with the Florida Information Protection Act (FIPA), we use reasonable administrative and technical safeguards to protect the personal information we collect from unauthorized access, use, or disclosure. No method of transmission over the internet is completely secure, and we cannot guarantee absolute security, but we take reasonable steps appropriate to the type of information involved.
If we ever experience a data breach affecting your personal information, we will notify affected individuals in accordance with Florida law.
Your choices and rights
- You can ask us what personal information we have on file for you
- You can ask us to correct inaccurate information
- You can ask us to delete information we no longer need to retain for legal or regulatory reasons
- You can opt out of future marketing communications from us at any time
To make any of these requests, contact us using the information below.
Children's privacy
This website is intended for adults seeking insurance coverage for themselves, their families, or their businesses. We do not knowingly collect personal information from children.
Changes to this policy
We review this policy at least once a year and will update the effective date above whenever it changes. Significant changes will be reflected on this page.
Contact us
Questions about this policy or your information? Reach us at info@livermoreadvisorygroup.com or (949) 813-7968.