Privacy Policy

Who We Are and What This Page Covers

Life Insurance San Ramon runs this website to explain our life insurance services to clients in San Ramon, CA and the surrounding area. The site is informational. There are no accounts to create, no forms to fill out and no way to apply for a policy online.

This page describes, in plain terms, what information the site may record and how we treat what you tell us when you call.

What the Site Records When You Visit

Like most websites, ours runs on a server that keeps ordinary logs. These can include your IP address, browser type, the pages you viewed and the time of your visit. We use this information to keep the site working properly and to spot technical problems, not to identify you personally.

Cookies and Basic Analytics

The site may use a small number of cookies and a basic analytics tool. These tell us in general terms which pages people read and how they found us, so we can make the content clearer and more useful.

You can block or clear cookies in your browser settings. The site will still work for reading about term life, whole life and our other services.

What You Share When You Call

The phone is the only way to reach us. When you call, you decide what to tell us. That might be your name, your age, your health history, who you would name as a beneficiary or what coverage you already hold. We use those details only to answer your questions, prepare a quote and help you understand your options.

How We Use and Share Information

We do not sell your information. If you choose to move forward with a policy, the details needed for an application are shared with the insurance company involved, and only with your agreement. Outside of that, we may disclose information if the law requires it.

Your Choices

You are never required to share anything to read this site. If you have spoken with us and want to know what we hold, or want something corrected, a short conversation at (925) 399-1968 is all it takes, and we will go through it with you.

Changes to This Policy

We may update this page from time to time as the site or our practices change. The current version will always be posted here, and we encourage you to look it over when you return.