Palmetto Assurance
PRIVACY POLICY
Last updated: August 14, 2026
Palmetto Assurance respects your privacy. This Privacy Policy explains how we collect, use and handle information when you visit palmettoassurance.com, contact us or schedule a consultation.
INFORMATION WE COLLECT
Information You Provide
We may collect information that you voluntarily provide through the website, email, telephone or a scheduled consultation, including:
• Name
• Email address
• Telephone number
• State of residence
• Information included in a message or appointment request
• Information you choose to share while discussing your insurance or retirement needs
Please do not submit Social Security numbers, financial account numbers, detailed medical information or other sensitive personal information through the website’s public contact form.
Information Collected Automatically
Our website is hosted through GoDaddy Websites + Marketing. GoDaddy may automatically collect certain technical and website-usage information, such as:
• Internet Protocol address
• Browser and device type
• Pages visited
• Date and time of a visit
• Referring website
• Cookie and similar technology information
This information may be used to operate, secure and improve the website. GoDaddy’s collection and handling of information are also subject to its own privacy policies and practices.
HOW WE USE INFORMATION
Palmetto Assurance may use collected information to:
• Respond to questions and contact requests
• Schedule and conduct consultations
• Understand your insurance or retirement-planning needs
• Provide information about products or services you request
• Prepare or assist with insurance quotes, applications and service requests
• Maintain business and client records
• Operate, maintain and improve the website
• Protect against fraud, misuse or security threats
• Comply with applicable legal and regulatory requirements
HOW INFORMATION MAY BE SHARED
Palmetto Assurance does not sell personal information.
Information may be shared when reasonably necessary with:
• Insurance companies and service providers involved in preparing quotes, processing applications or servicing coverage you request
• Website hosting, email, scheduling and technology providers that support our business operations
• Professional advisers or regulatory authorities when required by law
• Other parties when you direct or authorize us to share the information
Information provided to an insurance company is also subject to that company’s privacy practices and notices.
APPOINTMENT-SCHEDULING SERVICES
Palmetto Assurance may use a third-party scheduling service to arrange consultations. If a scheduling service is added, information entered into that service may be collected and processed according to the provider’s privacy policy. This Privacy Policy will be updated when appropriate to identify material changes to our scheduling practices.
COOKIES AND WEBSITE TECHNOLOGY
The website may use cookies and similar technologies required for security, functionality and basic website analytics. You may be able to manage cookies through your browser settings or through the cookie-preference tools displayed on the website.
Palmetto Assurance does not currently use Google Analytics, Meta Pixel or similar advertising-tracking technologies. If those technologies are added, this Privacy Policy and the website’s cookie settings will be updated as appropriate.
EXTERNAL LINKS
The website may contain links to third-party websites or social-media pages, including Facebook. Palmetto Assurance does not control the privacy or security practices of those services. Information you provide to an external service is governed by that service’s privacy policy.
DATA SECURITY AND RETENTION
Palmetto Assurance takes reasonable steps to protect personal information from unauthorized access, use or disclosure. However, no internet transmission or electronic-storage system can be guaranteed to be completely secure.
Information is retained for as long as reasonably necessary to respond to requests, provide services, maintain business records and satisfy applicable legal, carrier and regulatory requirements.
YOUR PRIVACY CHOICES
You may contact Palmetto Assurance to:
• Ask what personal information you have provided
• Request corrections to your contact information
• Request deletion of information when retention is not legally or operationally required
• Ask questions about how your information is used
Certain information may need to be retained to comply with insurance, legal, regulatory or recordkeeping requirements.
CHILDREN’S PRIVACY
This website is intended for adults seeking insurance and retirement-related information. Palmetto Assurance does not knowingly use the website to collect personal information from children under 13.
CHANGES TO THIS POLICY
Palmetto Assurance may update this Privacy Policy when website features, business practices or legal requirements change. The revised policy will be posted on this page with an updated revision date.
CONTACT PALMETTO ASSURANCE
Questions or requests concerning this Privacy Policy may be directed to:
Palmetto Assurance
Lexington, South Carolina
Email: ty.erving@palmettoassurance.com
Telephone: 803-317-8036