Effective Date: June 2, 2026 Last Updated: June 2, 2026
This Privacy Policy describes how Alexander Holm, a licensed insurance producer (National Producer Number 22179079, licensed in Minnesota, Wisconsin, and Nebraska), collects, uses, shares, and protects information about you submit one of our online forms (including forms on Facebook or Instagram), or otherwise contact us (collectively, the “Services”).
By using our Services or submitting your information to us, you agree to the practices described in this Privacy Policy.
1. Information We Collect
Information you provide to us. When you complete one of our lead forms or contact us, we may collect:
- Your name
- Phone number
- Email address
- Information you share in form questions, such as whether you own your home, your approximate mortgage balance, your age range, whether you currently have life insurance, and your preferred contact time
- Any other information you choose to provide when you speak or correspond with us
We do not ask for and you should never submit sensitive information such as your Social Security number, financial account numbers, or detailed medical history through our online forms.
Information collected automatically. When you visit our website, we and our service providers may automatically collect certain technical information, including your IP address, browser type, device information, pages viewed, and the date and time of your visit. We collect this information using cookies, pixels, and similar technologies (see Section 8).
2. How We Collect Your Information
We collect information directly from you when you:
- Submit a lead form on Facebook, Instagram, or another Meta platform;
- Complete a contact or quote-request form on our website;
- Call, text, or email us; or
- Communicate with us in any other way.
3. How We Use Your Information
We use the information we collect to:
- Respond to your request and contact you about mortgage protection, life insurance, and related insurance products;
- Prepare and present insurance quotes and options that may fit your needs;
- Communicate with you by phone, text message, and email;
- Maintain and improve our Services and customer experience;
- Comply with applicable laws, regulations, and our licensing and compliance obligations; and
- Detect, prevent, and address fraud or misuse.
4. Text Messaging (SMS) Consent
By providing your phone number and submitting our form, you consent to receive text messages from us related to your insurance inquiry, including a verification code and follow-up messages about your quote and options.
- Message frequency varies. Message and data rates may apply.
- You can opt out at any time by replying STOP to any text message. Reply HELP for help.
- 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 third parties or affiliates for their own marketing purposes. Your consent to receive text messages from us applies only to Pinnacle Life Group.
5. Phone Calls
By providing your phone number, you also consent to receive phone calls and voicemails from us regarding your insurance inquiry, including calls made using automated technology, at the number you provided. Consent to receive calls is not a condition of purchase. You may ask us to stop calling at any time, and we honor Do Not Call requests.
6. How We Share Your Information
We do not sell your personal information. We may share your information only as follows:
- Insurance carriers and our marketing organization (IMO/FMO/agency): to obtain quotes, submit applications, and provide the products and services you request.
- Service providers: companies that perform services on our behalf, such as customer-relationship-management (CRM) platforms, scheduling tools, communication and messaging providers, and analytics providers, who are permitted to use the information only to provide those services to us.
- Legal and safety reasons: when required by law, regulation, legal process, or governmental request, or to protect the rights, property, or safety of our clients, our business, or others.
- Business transfers: in connection with a merger, acquisition, or sale of assets, subject to this Privacy Policy.
7. Data Retention
We retain your information for as long as necessary to provide our Services, respond to your inquiry, comply with our legal and regulatory obligations, resolve disputes, and enforce our agreements. When information is no longer needed, we take reasonable steps to securely delete or de-identify it.
8. Cookies and Tracking Technologies
Our website may use cookies, pixels, and similar technologies, including the Meta Pixel, to understand how visitors use our site, measure the performance of our advertising, and improve your experience. These tools may collect information such as your device and browsing activity.
You can control cookies through your browser settings. You can also learn about and manage ad preferences through tools offered by Meta and the Digital Advertising Alliance (optout.aboutads.info). Disabling cookies may affect how our website functions.
9. Data Security
We maintain reasonable administrative, technical, and physical safeguards designed to protect the information we collect. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
10. Your Rights and Choices
You may:
- Opt out of marketing emails by clicking “unsubscribe” in any email or contacting us.
- Opt out of text messages by replying STOP.
- Request that we stop calling you at any time.
- Request access to, correction of, or deletion of the personal information we hold about you, subject to applicable law and our recordkeeping obligations.
To exercise any of these choices, contact us using the information in Section 14. We will respond as required by applicable law. Depending on your state of residence, you may have additional rights under state privacy laws.
11. Third-Party Links
Our Services may contain links to websites or services operated by third parties (including insurance carriers and scheduling tools). We are not responsible for the privacy practices of those third parties, and we encourage you to review their privacy policies.
12. Children’s Privacy
Our Services are intended for individuals who are 18 years of age or older. We do not knowingly collect personal information from anyone under 18. If you believe a minor has provided us information, please contact us and we will delete it.
13. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When we do, we will revise the “Last Updated” date above. Material changes will be posted on this page. Your continued use of our Services after changes are posted constitutes your acceptance of the updated policy.
14. Contact Us
If you have questions about this Privacy Policy or wish to exercise your rights, contact us at:
Pinnacle Life Group Alexander Holm, Licensed Insurance Producer — NPN 22179079
Email: alexanderholm.pinnacle@gmail.com
Phone: 715-559-9317