Privacy Policy

Last updated: September 23, 2026

Bruna Financial Services respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, submit a form, request insurance information, or communicate with us.

This page is intended to provide clear notice to website visitors. It is not legal advice, and our privacy practices should be reviewed by the agency owner, licensed agent, and legal counsel before launch or paid advertising.

Information we collect

We may collect information you provide directly, including your name, phone number, email address, state, preferred language, product interest, best time to call, consent checkbox response, and information you choose to include in messages or calls.

We may also collect technical and source information such as page URL, form language, submission date and time, IP address, device or browser information, referral source, advertising or campaign parameters, and records showing the notice and consent language presented when you submitted a form.

We do not ask you to submit Social Security numbers, bank account information, detailed medical records, beneficiary information, or payment information through our lead forms.

How we use information

We use information to respond to your request, connect you with a properly licensed insurance agent, discuss life insurance options, schedule or complete follow-up, maintain consent and provenance records, improve our website and forms, prevent fraud or duplicate submissions, honor opt-out requests, and comply with legal, regulatory, carrier, and platform requirements.

Calls, texts, and consent

When you check the consent box and submit a form, you authorize Bruna Financial Services and its authorized representatives to contact you about your life insurance request using the phone number and email address you provide. Consent is not a condition of purchase. Message and data rates may apply. You may reply STOP to text messages to opt out, and you may ask us not to contact you.

How we share information

We may share information with licensed insurance agents or agencies working on your request, insurance carriers or their authorized representatives when needed to evaluate available options, service providers that help us operate the website and communication systems, and regulators, law enforcement, or other parties when required by law or necessary to protect rights and safety.

We are not currently selling lead information to unrelated third-party lead buyers. If that business model changes, the website, forms, consent language, and privacy disclosures should be updated before any such sharing occurs.

Cookies, analytics, and advertising

We may use cookies, pixels, analytics tools, and advertising technologies to measure website performance, understand traffic sources, improve campaigns, and help show relevant advertising. Browser settings may allow you to block or delete cookies. Some features may not work correctly without them.

Data retention and security

We keep information for as long as reasonably needed for the purposes described above, including consent evidence, compliance records, lead follow-up, dispute handling, reporting, and legal or regulatory obligations. We use reasonable administrative, technical, and organizational safeguards, but no website or transmission method can be guaranteed to be completely secure.

California privacy notice

If California privacy laws apply to your information, you may have rights to know, access, correct, delete, opt out of certain sale or sharing, limit certain uses of sensitive personal information, and not be discriminated against for exercising privacy rights. The categories of personal information we may collect include identifiers, contact information, internet or device activity, commercial or inquiry information, and inferences related to your insurance request.

To submit a privacy request, contact us at contact@brunafinancialservices.com. We may need to verify your identity before completing certain requests.

Children’s privacy

Our website is intended for adults seeking insurance information. We do not knowingly collect personal information from children under 13.

Changes to this policy

We may update this Privacy Policy from time to time. The updated date at the top of the page reflects the latest version.

Contact

Questions or privacy requests may be sent to contact@brunafinancialservices.com.