Privacy Policy
Wealth For Family may be trusted with personal information about your family, insurance needs, later-life decisions, and the things you hope to leave behind. This Privacy Policy explains what information we may collect, why we use it, when it may be shared, and the choices you may have regarding your information.
Last Updated: August 31, 2026
We aim to collect only what is reasonably necessary to respond to you, provide the service you requested, operate our business responsibly, protect our website, and meet applicable legal or regulatory requirements. We do not sell lists of Wealth For Family clients or leads as a normal part of our business operations.
1. Who We Are
Wealth For Family is a family legacy and life insurance platform providing educational resources, licensed life insurance services where permitted, family legacy conversations, and senior living placement assistance.
Our primary website is: WealthForFamily.com.
Some services referenced or linked through our website may be provided by insurance carriers, senior living communities, affiliated businesses, professional service providers, or other third parties.
2. Our Commitment to Privacy
We understand that conversations about family, health, life insurance, later-life decisions, and personal wishes can be private.
We treat information you provide with care and use it only for appropriate service, business, security, legal, and regulatory purposes.
We do not intentionally collect more personal information than we reasonably need for the purpose involved.
3. Information You Provide
The information we collect depends on how you interact with Wealth For Family.
You may voluntarily provide information such as:
- Name
- Email address
- Telephone number
- City or state
- Age or date of birth when relevant
- Information submitted through contact forms
- Messages, questions, and correspondence
- Family or legacy topics you want to discuss
- Later-life preferences or goals
- Information about services you are interested in
- Insurance coverage interests
- Senior living preferences
- Other information you choose to provide
You are not required to provide more information than is reasonably necessary for the service or request involved.
4. Life Insurance Information
If you ask about life insurance, we may collect information needed to understand your request and help identify insurance options that may be available.
Initial information may include:
- Contact information
- State of residence
- Age or date of birth
- Desired coverage amount
- General insurance goals
- Existing coverage information when relevant
- General health or lifestyle information when appropriate
If you decide to proceed with a formal insurance application, additional information may be requested, collected, or transmitted through an insurance carrier, application platform, underwriting provider, or another authorized insurance-service provider.
Formal insurance applications may require information that is not requested through ordinary Wealth For Family website forms.
Please do not send Social Security numbers, passwords, bank account credentials, full financial account information, or detailed medical records through a general Wealth For Family contact form unless you are specifically instructed to provide that information through an appropriate process.
5. Senior Living Information
If you request senior living placement assistance, we may collect information reasonably necessary to understand what you or your family are looking for.
This may include:
- Your contact information
- The person you are helping
- Preferred city or geographic area
- Independent Living, Assisted Living, Memory Care, or uncertainty about the appropriate category
- Desired timeframe
- Budget range if voluntarily provided or requested
- Lifestyle preferences
- General support or care needs
- Other preferences relevant to the search
Wealth For Family does not need detailed medical records through an ordinary placement inquiry and does not make medical diagnoses.
6. Information Collected Automatically
When you visit WealthForFamily.com, certain technical information may be collected automatically by the website or services used to operate it.
This may include:
- IP address
- Browser type
- Device type
- Operating system
- Referring website or source
- Pages visited
- Approximate geographic region
- Date and time of visits
- Website interactions
- Cookie and session information
This information may be used for website operation, analytics, security, fraud prevention, spam detection, performance monitoring, and improving the website.
7. How We Use Information
We may use personal information when reasonably necessary to:
- Respond to your questions or requests
- Provide requested services
- Discuss life insurance options
- Assist with insurance applications or related processes
- Help identify senior living options
- Arrange or schedule conversations
- Provide educational information you requested
- Maintain appropriate business and professional records
- Operate and improve our website
- Protect against fraud, abuse, spam, or security threats
- Communicate regarding an existing request or relationship
- Comply with legal, insurance, regulatory, or recordkeeping obligations
- Establish, exercise, or defend legal rights
- Send marketing communications where permitted by law and consistent with applicable preferences or consent
9. Insurance Carriers & Insurance Providers
If you request life insurance assistance, relevant personal information may be provided to insurance carriers, underwriting providers, application platforms, insurance technology providers, or other authorized parties involved in the insurance process.
Information may be shared when reasonably necessary to obtain available quotes, evaluate available insurance options, submit an application, complete underwriting, service an insurance request, or comply with applicable requirements.
Providing information to Wealth For Family does not mean that your information will automatically be submitted to every insurance carrier available to us.
Insurance carriers and insurance-service providers may maintain their own privacy notices and legal obligations regarding information they receive.
10. Senior Living Communities
If you ask us to help identify senior living options, relevant contact and placement information may be shared with senior living communities or related placement partners when reasonably necessary to assist with your request.
Information shared should be limited to what is reasonably appropriate for the placement or inquiry involved.
Senior living communities are separate businesses and may maintain their own privacy practices.
12. Sensitive Information
Certain information involved in insurance or senior living requests may be sensitive.
Depending on the service, this could include health-related information, insurance application information, financial information, government identifiers, or other sensitive personal information.
We aim to limit collection and use of sensitive information to circumstances where it is reasonably necessary for the service requested, insurance processing, legal compliance, security, or another lawful purpose.
Health-related information may be subject to different privacy requirements depending on who collects or receives it, why it is collected, and the service involved.
You should not assume that information submitted through an ordinary website form is governed by the same privacy rules that apply to a healthcare provider’s medical records.
13. Communications & Marketing
If you provide an email address or telephone number in connection with a request, we may use that information to respond to you and communicate about the service you requested.
Transactional or service-related communications may still be sent when reasonably necessary to respond to an existing request, application, relationship, security matter, or legal obligation.
Marketing emails, text messages, automated communications, or telephone marketing may be subject to additional consent and opt-out requirements.
Providing contact information for a service request does not automatically authorize every form of marketing communication where separate consent is required by law.
14. Data Retention
We retain personal information only for as long as reasonably necessary for the purposes described in this Policy or as otherwise permitted or required by law.
Some information may be retained longer where appropriate for:
- Insurance documentation
- Business records
- Regulatory requirements
- Accounting or tax records
- Fraud prevention
- Security
- Dispute resolution
- Legal compliance
- Enforcement of agreements
Different categories of information may be retained for different periods.
15. Your Privacy Rights & Choices
Depending on where you live and the laws that apply, you may have certain rights regarding your personal information.
These may include the ability to:
- Ask what personal information we maintain about you
- Request access to certain personal information
- Request correction of inaccurate information
- Request deletion of certain information
- Request a copy of certain information
- Withdraw certain previously provided consent
- Opt out of certain marketing communications
- Exercise other privacy choices provided by applicable law
These rights may be subject to identity verification, legal exceptions, insurance requirements, regulatory obligations, record-retention requirements, and other lawful limitations.
To submit a privacy request, email: [email protected]
Please include Privacy Request in the subject line.
16. Security
Wealth For Family uses reasonable administrative, technical, and operational measures intended to protect personal information from unauthorized access, loss, misuse, alteration, or disclosure.
However, no website, internet transmission, email system, electronic communication, or storage system can be guaranteed to be completely secure.
If a security incident involving personal information occurs, we will respond and provide notices as required by applicable law.
17. Children, Information About Others & External Sites
Children’s Privacy
WealthForFamily.com is intended primarily for adults and is not directed to children under 13.
We do not knowingly seek personal information directly from children under 13 through our general website services.
Information About Another Person
Families sometimes contact us on behalf of a parent, spouse, relative, or another person.
If you provide personal information about another person, you represent that you have permission or another appropriate basis to provide that information.
External & Related Websites
WealthForFamily.com may link to insurance carriers, senior living communities, professional services, and other websites.
Related services may also include:
Celebrating Life Movies for life story film services, and Goodson Gallery for art, antique, collection, and heirloom appraisal services.
If you specifically request or choose a service provided by another business, relevant information may be provided to that business when reasonably necessary to respond to your request.
External businesses maintain their own privacy practices, policies, security procedures, and legal obligations.
18. Legal Disclosures & Business Transfers
We may disclose personal information where reasonably necessary to:
- Comply with applicable law
- Respond to lawful governmental or regulatory requests
- Respond to court orders, subpoenas, or other lawful process
- Prevent fraud or unlawful activity
- Protect the rights, property, security, or safety of Wealth For Family or others
- Establish, exercise, or defend legal claims
- Enforce applicable agreements or policies
Business Transfers
If Wealth For Family or substantially all or part of its operations or assets are acquired, reorganized, transferred, merged, or sold, information associated with the affected business may be transferred as part of that transaction, subject to applicable law.
19. Changes to This Privacy Policy
Wealth For Family may update this Privacy Policy from time to time to reflect changes in our website, services, technology, business practices, or legal requirements.
When changes are made, the revised Policy may be posted on this page with an updated Last Updated date.
Where required, additional notice or consent may be provided for material changes.
20. Contact Us
If you have questions about this Privacy Policy, how your information is handled, or a privacy request, please contact Wealth For Family.
You may also review our Terms of Service for additional information about use of this website and our services.
Questions About Your Privacy?
Wealth For Family
Email:
[email protected]
For a privacy request,
please use the subject line:
Privacy Request