Privacy
Policy

Nobilis Financial, LLC we values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, communicate with us, or use our services.

Information We Collect

When you interact with Nobilis Financial, we may collect the following types of personal information:

Name (if provided)
Email address (if provided)
Phone number (if provided)
Mailing address (if provided)
Financial and insurance-related information (if you request quotes or consultations)
Scheduling information (via third-party tools like Calendly)
Technical data such as your IP address, browser type, and device data (via cookies or analytics tools)

How We Use Your Information

We use your information to:

Respond to inquiries and schedule consultations
Provide personalized insurance and financial services
Send updates, newsletters, or promotional materials (with your consent)
Improve our website, services, and client experience
Comply with legal obligations and industry regulations

How We Share Information

We do not sell your personal information. We may share your data only with:

Trusted service providers (e.g., CRM systems, calendar scheduling tools, email platforms)
Licensed insurance carriers and partners, only to provide services you've requested
Legal or regulatory authorities when required by law

All third-party providers are required to keep your information confidential and use it only for service-related purposes.

Cookies & Analytics

Our website may use cookies and tools such as Google Analytics or Meta Pixel to collect anonymous data for improving our site performance and marketing efforts.

You may control or disable cookies through your browser settings.

Your Rights & Choices

You have the right to:

Request access to the personal data we hold about you
Request corrections or deletions of your personal information
Withdraw consent to receive marketing emails
Request that we stop processing your information, where applicable by law

To make such a request, contact us at team@nobilisfinancial.net.

Data Security

We use appropriate technical and organizational measures to protect your personal information from unauthorized access, misuse, or disclosure.

While no online transmission is 100% secure, we strive to protect your information with best practices.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the content or privacy practices of these external sites.

Children’s Privacy

Our services are not intended for children under 13, and we do not knowingly collect personal information from anyone under this age.

Changes to This Privacy Policy

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

Contact Us

If you have any questions about this Privacy Policy or your data, contact:

Nobilis Financial, LLC
Email: nobilisfinancial@gmail.com
Remote-Based Business | Serving Clients Nationwide