Privacy Policy

Forde Financial Group, LLC

Effective Date: September 9, 2026

Forde Financial Group, LLC ("Forde Financial Group," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you provide to us.

This Privacy Policy explains how we collect, use, protect, and disclose information when you visit our website, submit a form, request information about insurance products or services, schedule an appointment, communicate with us, or otherwise interact with Forde Financial Group.

Information We Collect

We may collect personal information that you voluntarily provide, including:

• Name
• Email address
• Telephone or mobile number
• Mailing address
• State of residence
• Information submitted through website forms
• Appointment and scheduling information
• Insurance-related information you choose to provide
• Communications and correspondence with our team
• Other information necessary to respond to your request or provide our services

We may also automatically collect limited technical information when you use our website, such as browser type, device information, IP address, and website usage information.

How We Use Your Information

We may use information collected from you to:

• Respond to inquiries and requests
• Provide information about life insurance products and services
• Help you explore insurance coverage options
• Schedule and manage appointments
• Send appointment confirmations and reminders
• Follow up regarding an insurance inquiry or request
• Provide customer service and support
• Send service-related communications
• Send marketing or promotional communications when you have provided the appropriate consent
• Maintain and improve our website, services, and customer experience
• Maintain business and compliance records
• Comply with applicable legal and regulatory obligations

Forde Financial Group provides life insurance-related services including mortgage protection, term life insurance, whole life and final expense coverage, indexed universal life insurance, family protection planning, and life insurance policy reviews.

SMS and Mobile Messaging Privacy

When you provide your mobile phone number and separately consent to receive text messages from Forde Financial Group, LLC, we may send messages according to the type of communication you agreed to receive.

SMS consent is voluntary. Providing your telephone number does not, by itself, constitute consent to receive marketing text messages.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

SMS Consent

Where applicable, you may separately choose whether you want to receive marketing and/or non-marketing text messages.

Your consent to receive SMS messages is not required as a condition of submitting an inquiry or requesting information.

Where SMS consent is requested, consent must be provided voluntarily and is not pre-selected.

You may opt out of SMS communications at any time by replying STOP. You may reply HELP for assistance.

Message frequency may vary. Message and data rates may apply.

How We Share Information

We may disclose information to service providers and subcontractors that help us operate our business and provide services, such as technology, communications, scheduling, customer support, and other operational services.

These providers may access information only as reasonably necessary to perform services on our behalf and subject to applicable contractual or legal obligations.

We may also disclose information where required by law, regulation, court order, governmental request, or when reasonably necessary to protect our rights, customers, business, or others.

SMS opt-in data and consent are treated as described in the SMS and Mobile Messaging Privacy section above.

Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, misuse, loss, alteration, or disclosure.

However, no internet transmission or electronic storage system can be guaranteed to be completely secure.

Data Retention

We may retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, provide requested services, maintain appropriate business records, comply with legal or regulatory requirements, and resolve disputes.

Your Choices

You may contact us to request updates or corrections to certain personal information we maintain about you.

You may unsubscribe from marketing email communications using the unsubscribe option provided in those communications where applicable.

For SMS communications, reply STOP to opt out or HELP for assistance.

Third-Party Services and Links

Our website may contain links to third-party websites or use third-party technology or services.

Forde Financial Group is not responsible for the privacy practices of independently operated third-party websites. We encourage you to review their privacy policies before providing information.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our business practices, services, technology, or applicable requirements.

When changes are made, the updated version will be posted on this page with a revised effective date.

Contact Us

If you have questions about this Privacy Policy or how your information is handled, contact:

Forde Financial Group, LLC
104 Pendleton Cove
Floresville, TX 78114
Phone: 830-391-4270
Email: dylan@fordefinancialgroup.com
Website: fordefinancialgroup.com