Privacy Policy

Schafer Insurance & Financial Services LLC SMS Terms and Conditions

Updated on July 31, 2025

Introduction

Welcome to Schafer Insurance & Financial Services LLC (“we,” “our”, “us”). We value your privacy and are committed to protecting your personal data. This Privacy Policy explains how

we collect, use, disclose, and safeguard your information when you visit our website and use our services. By using our website and services, you agree to the collection and use of information in accordance with this policy.

1. Information We Collect:

We may collect and process the following types of information about you:

When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.

1.1 Personal Identification Information

- Name

- Business Name

- Email address

- Phone number

- Address

- Payment information (e.g., credit card details, billing address)

1.2 Technical Information:

- IP address

- Browser type and version

- Time zone setting

- Browser plug-in types and versions

- Operating system and platform

- Device type and unique device identifiers

1.3 Usage Data:

Information about how you use our website, products, and services.

Pages viewed and time spent on our website.

1.4 Marketing and Communications Data:

Your preferences in receiving marketing from us and your communication preferences.

Interaction with our marketing campaigns (e.g., email opens and clicks).

2. How We Use Your Information:

We use the information we collect in the following ways:

2.1 To Provide and Maintain Our Service:

- To set up and manage your account.

- To process transactions and send related information, including purchase confirmations and invoices.

- To provide customer support.

2.2 To Improve Our Services:

- To understand and analyze how you use our website and services, and develop new products, services, features, and functionality.

- To conduct troubleshooting, data analysis, and testing.

2.3 To Communicate with You:

- To provide you with updates and other information relating to the service, and for marketing and promotional purposes.

- To respond to your comments, questions, and requests, and provide customer service.

2.4 To Manage Your Requests:

- To attend and manage your requests to us.

- To notify you about changes to our services, terms, and conditions.

2.5 For Marketing and Promotional Activities

- To deliver targeted advertisements, promotional communications, and other information that may be of interest to you.

- To measure and analyze the effectiveness of our marketing efforts.

3. Sharing Your Information:

We may share your information with third parties only in the ways that are described in this Privacy Policy:

3.1 Service Provider:

We may share your information with third-party vendors, service providers, contractors, or agents who perform services on our behalf, such as payment processing, data analysis, email delivery, hosting services, customer service, and marketing assistance.

3.2 Business Transfers:

We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company.

3.3 Legal Obligations:

We may disclose your information where we are legally required to do so in order to comply with applicable law, governmental requests, a judicial proceeding, court order, or legal process.

3.4 Protection of Rights:

We may disclose your information where we believe it is necessary to investigate, prevent, or take action regarding potential violations of our policies, suspected fraud, situations involving potential threats to the safety of any person, or illegal activities.

4. Security of Your Information:

We use administrative, technical, and physical security measures to help protect your personal information. These measures include encryption, firewalls, secure socket layer (SSL) technology, and access controls. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable.

5. Your Data Protection Rights:

Depending on your location, you may have the following rights regarding your personal Data:

- The right to access – You have the right to request copies of your data.

- The right to rectification – You have the right to request that we correct any information you believe is inaccurate or complete information you believe is incomplete.

- The right to erasure – You have the right to request that we erase your personal data, under certain conditions.

- The right to restrict processing – You have the right to request that we restrict the processing of your personal data, under certain conditions.

- The right to object to processing – You have the right to object to our processing of your personal data, under certain conditions.

- The right to data portability – You have the right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions.

If you make a request, we have one month to respond to you. If you would like to exercise any of these rights, please contact us at our contact information provided below.

6. Children’s Privacy:

Our services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children under 13. If we become aware that we have collected personal information from a child under 13, we will take steps to delete such information from our files as soon as possible.

7. Cookies and Tracking Technologies:

We use cookies and similar tracking technologies to track activity on our website and store certain information. Cookies are files with a small amount of data which may include an anonymous unique identifier. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our service.

8. Contact Us:

If you have any questions about this Privacy Policy, please contact us at: [email protected]