Privacy Policy

Last updated: April 15, 2025

At Fishburne Financial (Savvy Jen), your privacy is extremely important to us. This policy outlines how we collect, use, and protect your information in accordance with legal and industry standards.

Information We Collect

We may collect personal information when you:

Submit a form on our websiteBook a call or create an estate plan

Request financial services, insurance quotes, or planning advice

This may include your name, contact information, financial details, family data, and any information related to your estate or insurance needs.

How We Use Your Information

We use your information to:

Provide financial and estate planning servicesCommunicate with you about your plan or application

Submit applications to appropriate carriers

Coordinate with licensed team members assisting in your case

Send estate planning resources or updates via email (you can unsubscribe from non-essential messages anytime)

Who We Share Your Information With

We do not sell your information.

We may share it with:

Our trusted back office team who assist in preparing your plan or policy

Insurance agencies or carriers if you apply for coverage

Technology partners (such as Snug or AgentCRM) to process your secure data

All third parties are required to protect your information and use it only as needed to fulfill your request.

Security and Confidentiality

Your information is protected through encrypted systems, secure access controls, and strict confidentiality agreements. As a licensed financial professional, I am legally obligated to keep your information confidential.

Data Retention

We are required by law to maintain records of all client interactions and submitted documentation. For regulatory reasons, you may not request deletion of your file once services have begun or financial products have been applied for.

Contact

If you have questions about this policy, email us at: [email protected]