Privacy policy

Effective Date: July 29, 2025

Peak Financial Group (“Company,” “we,” “our,” “us”) values your privacy. This Privacy Policy explains how we collect, use, store, and protect your personal information when you visit our website, book a call, or access our agent portal.

Quick Summary

  • We collect personal and professional information you provide (like name, email, and licensing info).

  • We use your information to provide services, manage agent access, and improve our site.

  • We do not sell your information.

  • We share information only with trusted partners (like insurance carriers, booking tools, and website services) or when legally required.

  • You can request to see, correct, or delete your personal information.

Information We Collect

We may collect the following types of information:

  • Personal information: Name, phone number, email address, and any information you provide when booking a call or filling out a form.

  • Professional information: For agents, we may collect licensing information, carrier appointments, and other details needed to manage your relationship with us.

  • Technical data: Like IP addresses, browser type, and site usage patterns, which help us keep our site secure and improve performance.

How We Use Your Information

We use your information to:

  • Respond to your inquiries and schedule calls

  • Provide access to our secure agent portal

  • Support our agents and clients

  • Improve our website and services

  • Comply with legal and regulatory requirements

We do not use your information for advertising or sell it to third parties.

Sharing of Information

We only share your information:

  • With trusted partners (e.g., insurance carriers, appointment scheduling tools, web hosting providers), all of whom are bound by confidentiality agreements

  • When required by law or to protect our legal rights

  • With your permission

Health, Insurance & Financial Information

We do not directly process or store customer medical records. Any sensitive information provided for insurance purposes is securely collected and stored by the carriers we work with.

For agents, we track certain financial records such as commissions, upline/downline relationships, and overall team earnings. This information is used only for business purposes (such as commission reporting, compliance, and team performance tracking). It is kept confidential, shared only with authorized personnel, and never sold or disclosed publicly.

Cookies & Tracking

Our website may use cookies or similar tracking technologies to improve functionality and analyze traffic. You can adjust your browser settings to refuse cookies, but some features of our site may not work properly.

Your Rights

Depending on where you live, you may have the right to:

  • Request access to the personal information we hold about you

  • Ask for corrections to your information

  • Request that we delete your information

  • Opt out of certain types of data sharing

For California Residents (CCPA):

If you live in California, you have additional rights under the California Consumer Privacy Act, including the right to request details about the personal data we collect and to request deletion of your information.

Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information. While no system is 100% secure, we take steps to reduce risks to your data.

Third-Party Links

Our site may link to other websites (like insurance carriers). We are not responsible for the privacy practices of these third-party sites.

Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

Contact Us

If you have any questions or requests about this Privacy Policy, you can reach us at:

Peak Financial Group
breestarr.ffl@gmail.com
419-889-9830