Privacy Policy
How Tulsa Financial Center collects, uses, and safeguards your household details.
At Tulsa Financial Center, we value the trust you place in us. This Privacy Policy details how we handle the personal information you share when requesting strategy reviews, audits, and advice.
1. Information We Collect
We collect information you submit directly via booking forms, discovery call requests, and calculator simulators. This includes your name, email address, direct phone number, select strategy interest, and any optional family liability details you choose to share.
2. How We Use Your Details
Your data is used solely to generate side-by-side financial models, evaluate coverage options across carriers, and contact you for scheduled Strategy Sessions. We do not use your data for marketing campaigns without authorization, and we never sell your data.
3. Sharing With Third Parties
To deliver specific insurance quotes, we share details only with verified A-rated insurance carriers (e.g. S&P index universal life providers) with your consent. We do not distribute information to secondary brokers or marketing syndicates.
4. Data Security Protocols
We deploy standard encryption protocols to secure submitted form data. Client files, carrier submissions, and audit blue-prints are stored in protected databases accessible only by licensed Tulsa Financial Center advisors.
5. Your Data Rights
You can contact us at any time to review the personal details we have stored, request corrections to your information, or ask that we permanently delete your records from our databases.