Privacy Policy
Effective Date: 02-September-2025
K&M Planning Inc (“we”, “our”, or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy outlines how we collect, use, and safeguard your data when you visit our website, use our services, or contact us online.
Information We Collect
We may collect the following personal information:
- Name
- Email address
- Phone number
- State of residence
- Insurance preferences
- Budget details
- Other information you voluntarily provide via forms or contact
We do not collect sensitive financial data or Social Security numbers through this website.
How We Use Your Information
We use your information to:
- Provide insurance quotes and respond to inquiries
- Improve our services and user experience
- Connect your request with our internal CRM (Zoho CRM)
- Send follow-up emails related to your request
- Comply with applicable insurance regulations
We do not sell or rent your personal data to third parties.
Use of Cookies
Our site may use cookies to enhance your browsing experience, track site traffic, and improve functionality. You can disable cookies in your browser settings if you prefer not to allow them.
Data Security
We take appropriate measures to secure your data, including encryption and access control, to protect against unauthorized access or disclosure.
Third-Party Links
Our site may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.
Your Rights
You have the right to:
- Request a copy of the data we’ve collected
- Ask us to correct or delete your data
- Opt out of future communications at any time
To exercise these rights, please contact us at kevin@kandmplanning.com
Updates to This Policy
We may update this policy from time to time. Any changes will be posted on this page with a revised “Effective Date.”
