PRIVACY POLICY

Last Updated: February 13, 2026

INTRODUCTION

Heritage Financial (“we,” “us,” or “our”) operates the website heritagestrong.com. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website, use our services, or communicate with us, including through SMS messaging.

By using our website or services, you agree to the collection and use of information in accordance with this policy.

INFORMATION WE COLLECT

Personal Information You Provide

We collect information you voluntarily provide to us, including:

  • Full name
  • Email address
  • Phone number (including mobile number)
  • Mailing address
  • Date of birth
  • Insurance and financial information relevant to the services you request
  • Any other information you provide through forms, consultations, or communications with us

Information Collected Automatically

When you visit our website, we automatically collect certain information, including:

  • IP address
  • Browser type and version
  • Operating system
  • Pages visited and time spent on each page
  • Referring website address
  • Device type and screen resolution

HOW WE USE YOUR INFORMATION

We use the information we collect to:

  • Provide, maintain, and improve our insurance and financial services
  • Process your requests and transactions
  • Communicate with you about your account, policies, and services
  • Send appointment reminders, policy renewal alerts, and promotional offers via SMS, email, or phone
  • Respond to your inquiries and provide customer support
  • Comply with legal and regulatory obligations
  • Protect against fraud and unauthorized activity

SMS/TEXT MESSAGING PRIVACY

By providing your mobile phone number and opting in, you consent to receive automated informational and promotional text messages from Heritage Financial. These messages include appointment reminders, policy renewal alerts, and promotional offers.

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes.

Message and data rates may apply. Message frequency varies.

You have the right to opt out of SMS messages at any time. Text “STOP” to 1 (785) 465-5908 to cancel. After you send the STOP message, we will send you a confirmation text to acknowledge your request. You will no longer receive SMS messages from us unless you opt in again.

For help with our SMS service, reply HELP to 1 (785) 465-5908.

COOKIES AND TRACKING TECHNOLOGIES

Our website uses cookies and similar tracking technologies to enhance your browsing experience. Cookies are small data files stored on your device.

We use cookies to:

  • Remember your preferences and settings
  • Analyze website traffic and usage patterns
  • Improve website performance and functionality

You have the ability to accept or decline cookies through your browser settings. Disabling cookies may limit your ability to use certain features of our website.

THIRD-PARTY SERVICES

We use third-party services to help us operate our website and deliver our services. These third parties have access to your personal information only to perform specific tasks on our behalf and are obligated to not disclose or use it for any other purpose.

Third-party services we use include:

  • Website hosting and analytics providers
  • Scheduling and appointment booking tools
  • Email and communication platforms

We do not sell your personal information to third parties.

DATA SECURITY

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, alteration, and destruction. No method of transmission over the internet or electronic storage is 100% secure. We strive to protect your personal information but cannot guarantee its absolute security.

DATA RETENTION

We retain your personal information for as long as necessary to fulfill the purposes described in this policy, comply with legal obligations, resolve disputes, and enforce our agreements.

YOUR RIGHTS

Depending on your location, you have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your personal information
  • Opt out of marketing communications at any time

To exercise any of these rights, contact us using the information below.

CHILDREN’S PRIVACY

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us and we will promptly delete it.

CHANGES TO THIS POLICY

We reserve the right to update this Privacy Policy at any time. Changes take effect when posted on this page. We encourage you to review this policy periodically. Your continued use of our website and services after any changes constitutes your acceptance of the updated policy.

CONTACT US

If you have questions about this Privacy Policy, contact us at:

Heritage Financial
Email: andrew@heritagestrong.com
Phone: (785) 766-1688
Website: heritagestrong.com