Montree Capital LLC (“Montree Capital,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, and protect the information you provide when you visit montreecapitalllc.com or communicate with us about our life insurance brokerage services.
Information We Collect
We may collect the following information:
- Contact details you provide, such as your name, phone number, and email address.
- Information about your insurance needs that you share with us during a consultation.
- Basic technical data such as your browser type and pages visited, collected automatically to help operate our website.
How We Use Your Information
We use the information we collect to:
- Respond to your inquiries and provide insurance quotes.
- Contact you about your inquiry, quotes, and policy servicing.
- Communicate with you by phone, email, and SMS text message.
- Improve our services and comply with legal obligations.
SMS / Text Messaging Terms
By providing your phone number and opting in through our contact form, you consent to receive SMS text messages from Montree Capital LLC related to your insurance inquiry, quotes, appointment reminders, and account servicing.
- Message frequency varies based on your interaction with us.
- Message and data rates may apply, depending on your mobile carrier and plan.
- You can opt out at any time by replying STOP to any message. You will receive a confirmation and no further messages unless you opt in again.
- For help, reply HELP or contact us at (561) 560-1926 or info@montreecapitalllc.com.
- Consent to receive text messages is not a condition of purchasing any product or service.
We do not sell, rent, or share your mobile phone number or SMS opt-in consent with any third parties or affiliates for their marketing purposes. No mobile information will be shared with third parties for marketing or promotional purposes.
How We Share Information
We may share your information with insurance carriers and licensed partners solely to obtain quotes and process your application at your request. We may also disclose information when required by law. We do not sell your personal information.
Data Security
We use reasonable administrative, technical, and physical safeguards to protect your information. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.
Your Choices
You may request to access, correct, or delete your personal information, or opt out of communications, by contacting us using the details below.
Contact Us
If you have any questions about this Privacy Policy, please contact Montree Capital LLC:
- Phone: (561) 560-1926
- Email: info@montreecapitalllc.com