Privacy Policy
How we handle your information.
This policy describes what we collect through the Strategy Snapshot form, why we collect it, how it is stored, and the choices available to you.
What we collect
The Strategy Snapshot form collects the following information, submitted voluntarily:
- Your primary goal for the review
- Household income range
- Mortgage balance range
- Income type
- Current life insurance coverage
- Age range
- State
- Full name
- Email address
- Phone number
- Preferred time to talk
Why we collect it
We collect this information so a licensed insurance professional can respond to your enquiry, understand your situation, and determine whether a private strategy review is appropriate.
How it is stored
Your submission is stored in a secured database. The form allows new submissions to be created, but site visitors cannot read, list, update, or delete any submission. Access is limited to the people who need it to respond to your enquiry.
Who sees it
Your information is available to Red Rock Advisors and the licensed insurance professional handling your enquiry. We do not sell, rent, or share your information with third parties for their own marketing.
How long we keep it
We keep your information only as long as needed to respond to your enquiry and to meet applicable record-keeping obligations.
Your rights
You may request access to the information we hold about you, ask us to correct it, or ask us to delete it. To make a request, contact us at the address below.
No obligation
Submitting the Strategy Snapshot form does not apply for insurance coverage and creates no obligation to purchase anything.
Contact us
For privacy questions or requests, email contact@redrocklabel.com or write to:
Red Rock Advisors1372 W. Quail Ridge Circle
Riverton, UT 84065