Privacy Policy

Last Updated: 08/27/2025

Plan Right (“we,” “our,” or “us”) respects your privacy. This Privacy Policy explains how we collect, use, and protect your information when you interact with us through our website, forms, JotForm, and CRM systems such as Monday.com, as well as through lead generation tools (TikTok, Facebook, and other platforms).

1. Information We Collect

We may collect the following information when you complete a form, request a quote, or interact with our website:

  • Full name

  • Phone number

  • Email address

  • Date of birth

  • State of residence

  • Insurance preferences or related financial information

2. How We Use Your Information

We use the information we collect to:

  • Provide you with life insurance and final expense insurance quotes

  • Connect you with a licensed insurance agent

  • Send you updates, reminders, and educational information about insurance products

  • Manage leads, follow-ups, and client communications in our CRM (Monday.com)

  • Improve our services and website experience

3. Third-Party Tools We Use

To operate our business and deliver services, we securely use trusted third-party providers:

  • JotForm – to collect and securely store your form submissions.

  • Monday.com – to manage client information, track communication, and organize leads.
    These providers maintain their own security and privacy safeguards. We will never sell your information to unrelated third parties.

4. Your Rights & Choices

  • You may opt out of receiving calls, texts, or emails at any time.
    To stop communication, reply “STOP” to any text message or use the unsubscribe link in our emails.

  • You may request to access, update, or delete your personal information by contacting us directly.

5. Data Security

We use reasonable security measures to protect your information. While no system is 100% secure, we take precautions to safeguard your data both on our systems and within third-party providers (JotForm, Monday.com).

6. Consent

By submitting your information on our website, JotForm, or lead ads, you consent to be contacted by Plan Right or one of our licensed agents by phone, email, or text message regarding insurance products even if you are on a federal or state “Do Not Call” list. Standard messaging and data rates may apply.

7. Contact Us

If you have questions about this Privacy Policy or how your information is used, please contact us:

Email: planrightlife.life@gmail.com