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Privacy Policy

McCrea Financial Group
Last updated: July 9, 2025

Your privacy is important to us. This Privacy Policy explains how McCrea Financial Group collects, uses, and protects your personal information when you interact with our website, schedule appointments, or work with our licensed insurance agents.

By using our services or submitting your information, you agree to the practices described in this policy.

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1. Information We Collect

We may collect the following types of personal information when you fill out forms, schedule consultations, or communicate with us:

  • Full name

  • Phone number

  • Email address

  • Date of birth

  • Address, city, and zip code

  • Household income range (if applicable)

  • Insurance goals or areas of interest

  • Any other information voluntarily provided by you

We may also collect technical data, such as:

  • IP address

  • Device/browser information

  • Pages visited on our site

  • Referring website or ad

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2. How We Use Your Information

We use the information you provide to:

  • Contact you about life insurance services and options

  • Help you explore policies that fit your needs and budget

  • Schedule appointments and send confirmations or reminders

  • Assist with applications and insurance carrier communications

  • Improve our website, services, and advertising efforts

  • Comply with legal and regulatory requirements

We will never sell or rent your information to third parties.

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3. Communication Consent

By submitting your information, you consent to receive calls, texts, or emails from McCrea Financial Group and its licensed agents about life insurance or retirement planning services.

You may opt out of communication at any time by replying “STOP” to texts, clicking “Unsubscribe” in emails, or contacting us directly.

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4. How We Protect Your Information

We implement reasonable security measures to protect your personal information from unauthorized access, use, or disclosure. This includes secure data storage, SSL encryption on our site, and restricted access to sensitive data.

However, no method of transmission over the internet is 100% secure. We encourage you to avoid submitting sensitive medical or financial details through web forms.

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5. Sharing of Information

We may share your information with:

  • Licensed insurance agents or team members affiliated with McCrea Financial Group

  • Insurance carriers for the purpose of quoting or submitting applications

  • Third-party platforms we use for scheduling, forms, marketing, or CRM (e.g., HubSpot, Google, Jotform)

These partners are expected to protect your information and use it only as needed to support our services.

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6. Cookies and Tracking Technologies

We may use cookies, pixels, and tracking tools (e.g., Facebook Pixel, Google Analytics) to improve user experience and analyze website traffic.

You can adjust your browser settings to block cookies, though some site features may not function properly as a result.

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7. Your Rights

You have the right to:

  • Access, update, or delete your personal information

  • Request a copy of the data we hold about you

  • Withdraw your communication consent at any time

To exercise these rights, please contact us using the information below.

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8. Children’s Privacy

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

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9. Changes to This Policy

We may update this Privacy Policy occasionally to reflect changes in our practices or the law. Updates will be posted on this page with a revised date

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10. Contact Us

If you have questions or concerns about our Privacy Policy or how your data is handled, please reach out:

McCrea Financial Group
📍 Based in Florida
📞 Phone: (813) 625-3321
📧 Email: contact@kmlifegroup.com
🌐 Website: www.mccreafinancial.com

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