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                                                 Privacy Policy

 

Effective Date: [6/2/2025]

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The Insurance Education Institute (“we,” “our,” or “us”), a California-based LLC, respects your privacy and is committed to protecting the personal information you provide through our website, [Insert Website URL]. This Privacy Policy explains what information we collect, how we use it, and your rights regarding that information.

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1. Information We Collect

We may collect the following types of personal information from users of our website:

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  • Full Name

  • Email Address

  • Phone Number

 

This information may be collected when you:

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  • Fill out contact forms

  • Register for an account or schedule a session using our booking tools

  • Sign up for our newsletter (feature coming soon)

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2. How We Use Your Information

We use the information we collect to:

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  • Provide access to our educational services

  • Assist with customer support inquiries

  • Communicate important information related to your bookings or account

 

We do not use your information for marketing purposes, advertising, or analytics tracking.

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3. Data Sharing

We do not sell your data. However, we do share your information with our secure third-party CRM provider, HubSpot, solely to manage user communication and service access.

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4. Cookies and Tracking

We currently do not use cookies or tracking technologies on our website, and no cookie banner is presented to users.

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5. Data Rights & Choices

You have the following rights regarding your personal data:

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  • Access: You may request access to the personal data we hold about you.

  • Deletion: You may request that we delete your data from our systems.

  • Email Preferences: You may opt out of any marketing emails, if applicable in the future.

 

To make any of these requests, please email us at info@insuranceinstitute.co.

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6. Data Security

We take reasonable technical and organizational measures to safeguard your personal information. While no platform is 100% secure, we maintain best practices to protect data within our control.

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7. Third-Party Links

Our website may contain links to other websites not operated by us. We are not responsible for the privacy practices or content of third-party sites.

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8. Changes 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."

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9. Contact Us

If you have questions or concerns about this Privacy Policy or your personal data, please contact us at: info@insuranceinstitute.co

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The content provided by the Insurance Education Institute ("IEI") on this website—including all text, articles, white papers, downloads, and linked resources—is intended solely for general informational and educational purposes. This material is intended for informational use by licensed insurance professionals. It is not designed for public distribution or use by individual investors.  Nothing on this site constitutes or should be construed as financial, investment, legal, tax, compliance, or professional advice. IEI does not act as a university, accredited institution, financial advisor, investment adviser, broker-dealer, or legal consultant. The information provided does not represent an offer, solicitation, or recommendation to buy, sell, or transact in any securities, insurance products, or advisory services. 

 

IEI is an independent educational platform. IEI does not engage in or receive compensation from business arrangements between professionals. Any mentions of collaboration or networking are presented solely for general educational discussion. Any mention of professional collaboration or networking is strictly for educational awareness, and any resulting interactions occur entirely outside of IEI’s oversight, authority, or responsibility. IEI receives no compensation for introductions, strategy discussions, or featured materials.  All users are strongly advised to consult with their own licensed legal, financial, and compliance professionals before taking any action based on the information provided. Compliance with applicable state and federal laws, including securities and insurance regulations, remains the sole responsibility of the user.  While IEI strives to provide accurate and current information, all content reflects industry perspectives at the time of posting and may not reflect the latest regulatory changes or market developments. IEI disclaims all liability for errors, omissions, outdated materials, or reliance on third-party links or content not directly produced by IEI. 

 

All website materials are protected under U.S. copyright laws and international treaties. Unauthorized use, reproduction, distribution, or modification of IEI content without express written permission is strictly prohibited and may result in legal action.  IEI reserves the right to modify, update, or remove content at any time without prior notice. This website may contain external links to third-party sites. IEI does not control and is not responsible for the content, practices, or accuracy of these external sources. Accessing such links is at your own discretion and risk.By accessing this website, you acknowledge and agree to the terms of this disclaimer. IEI is not responsible for any technical issues, loss of data, viruses, or damages—including loss of profits—that may arise from the use of this website or its materials.  This disclaimer is subject to change at any time without notice. Users are encouraged to review it periodically. Use of this site constitutes acceptance of these terms.

© Insurance Education Institute.  All Rights Reserved.

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