Scope
This Privacy Policy applies to information collected through this website, consultation requests, opportunity applications, and other online interactions with Newline Financial and Insurance Solutions (“Newline,” “we,” “us,” or “our”). It does not replace any separate privacy notice that may be provided when you apply for or obtain a financial or insurance product.
Information we collect
Depending on how you use the site, we may collect:
- Contact information, including your name, email address, telephone number, state, and communication preferences.
- Information you voluntarily provide about your goals, insurance needs, business, professional background, licensing status, or requested services.
- Referral information identifying the Newline professional or link that connected you to the site.
- Basic technical information, such as browser type, device type, pages visited, referring page, and general location derived from an IP address, if analytics or security tools are enabled.
- Records of communications and consent preferences.
Please do not submit Social Security numbers, financial account numbers, medical records, payment-card information, or other highly sensitive information through a general website form.
How we use information
- To respond to questions and consultation or opportunity requests.
- To route inquiries to the appropriate Newline professional and preserve referral attribution.
- To provide requested information about insurance, planning, business, or career opportunities.
- To operate, secure, troubleshoot, and improve the website and our services.
- To maintain records, prevent fraud, and comply with legal, regulatory, licensing, and carrier requirements.
- To communicate with you as permitted by your choices and applicable law.
How information may be shared
We may share information with Newline personnel, the referring professional, affiliated or contracted professionals, insurance carriers, service providers, technology vendors, compliance providers, and other parties when reasonably necessary to respond to your request or provide a service you authorize. We may also disclose information when required by law, regulation, legal process, or to protect rights, safety, and security.
We do not sell personal information for money. We do not share personal information for cross-context behavioral advertising. If our practices change, we will update this policy and provide any legally required choices.
Cookies and similar technology
The site may use essential cookies or local browser storage for functions such as referral attribution, preferences, security, and site operation. If nonessential analytics or advertising technologies are added, we will provide any notice or consent mechanism required by applicable law.
Retention and security
We retain information for as long as reasonably necessary for the purposes described here, including legal, regulatory, carrier, recordkeeping, and dispute-resolution needs. We use reasonable administrative, technical, and physical safeguards, but no internet transmission or storage system can be guaranteed completely secure.
Your choices and privacy rights
You may ask to access, correct, or delete information you submitted, or withdraw a communication preference, by emailing info@newlinefis.com. Depending on where you live and whether an applicable privacy law covers Newline, you may have additional rights, including rights to know, correct, delete, limit certain uses, or opt out of certain disclosures. We may need to verify your identity before completing a request. We will not discriminate against you for exercising an applicable privacy right.
Text messages and calls
If you separately agree to receive text messages, message frequency may vary and message and data rates may apply. Reply STOP to opt out of texts and HELP for help. Consent to marketing communications is not a condition of purchasing any product or service. You may still receive nonmarketing communications necessary to respond to or administer a request you initiate, as permitted by law.
Children
This website is intended for adults and is not directed to children under 13. We do not knowingly collect personal information from children under 13 through this site.
External links and changes
Third-party websites have their own privacy practices, and Newline is not responsible for them. We may update this policy as our services, technology, or legal obligations change. The date above identifies the latest version.
Contact us
For privacy questions or requests, contact Newline Financial and Insurance Solutions at info@newlinefis.com or 951-704-9422.