Privacy Policy for Herbst Insurance Group
Effective Date: July 20, 2026
1. Our Commitment to Privacy
Herbst Insurance Group LLC, including its Safe Strategies Financial DBA, respects your privacy. This policy explains what information we collect, how we use and protect it, and the choices available to you when you use our website, request information, or work with us regarding insurance and retirement-planning services.
2. Information We Collect
Information you provide may include your name, address, telephone number, email address, date of birth, state, occupation, income range, insurance or retirement goals, policy preferences, and optional health information relevant to an insurance inquiry or application.
We may also automatically collect device information, IP address, browser type, pages visited, referring source, time on site, and cookie or similar tracking information used to operate, secure, and improve the website.
3. How We Use Information
- Respond to requests for insurance or retirement-planning information.
- Provide quotes, schedule and confirm appointments, and assist with applications.
- Provide customer service and requested follow-up.
- Send communications permitted by your choices and applicable requirements.
- Operate, secure, analyze, and improve our website and services.
- Meet legal, regulatory, carrier, and record-keeping obligations.
4. SMS Opt-In and Messaging
You may voluntarily opt in to SMS messaging by entering your mobile number on our website and affirmatively checking an unchecked, optional consent box. If you opt in, Herbst Insurance Group LLC, including its Safe Strategies Financial DBA, may send recurring informational and marketing text messages about insurance, indexed universal life insurance, annuities, retirement planning, requested quotes, application follow-up, appointments, educational information, and related offers. Consent is not required as a condition of purchase. Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe or HELP for help.
If you do not check the consent box, you will not be enrolled in our SMS messaging program. You may withdraw SMS consent at any time by replying STOP.
5. Information Sharing and SMS Data
We do not sell or rent personal information. We may share information with insurance carriers, licensed professionals, and service providers only as needed to provide requested services, operate our systems, or comply with law.
No mobile information, SMS opt-in data, or SMS consent will be shared with third parties or affiliates for marketing or promotional purposes. Service providers that support message delivery or customer service may process information only to perform those services for us. Text-message originator opt-in data and consent are excluded from all other sharing categories and will not be provided to third parties for their own marketing.
6. Cookies and Tracking
We may use cookies and similar technologies to remember preferences, measure website activity, improve performance, and understand how visitors use the site. You can restrict or disable cookies through your browser settings, although some website features may not function properly.
7. Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information. No transmission or storage system can be guaranteed to be completely secure.
8. Data Retention
Information is retained only as long as reasonably necessary to provide requested services and satisfy insurance, legal, regulatory, security, and record-keeping requirements.
9. Your Rights and Choices
You may request access to, correction of, or deletion of personal information, subject to applicable legal and record-keeping requirements. You may withdraw marketing consent, update communication preferences, or unsubscribe from SMS by replying STOP. Contact us using the details below to make a privacy request.
10. Children's Privacy
This website is not intended for children under 13, and we do not knowingly collect personal information from children under 13.
11. Changes to This Policy
We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.
12. Contact Information
Legal Business: Herbst Insurance Group LLC
DBA: Safe Strategies Financial
Location: Aurora, CO 80016
Email: [email protected]
Phone: (720) 230-6592