Privacy Policy

Privacy Policy

Effective Date: October 2, 2026

Last Updated: October 2, 2026

1. Introduction

LifeOne Financial (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. LifeOne Financial Services operates as an independent sub-brand within the network of Experior Financial Group. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website at https://lifeonefinancial.com or interact with our online lead forms, chat widgets, and digital marketing campaigns.

2. Information We Collect

We collect information that identifies, relates to, or describes an identifiable individual (“Personal Information”). This includes:

  • Contact Details: Full Name, Email Address, Phone Number, and Mailing Address.

  • Inquiry Data: Information submitted via contact forms, appointment booking tools, or chat widgets.

  • Technical & Usage Data: IP addresses, browser types, operating systems, and page navigation metrics gathered through standard web cookies or analytics technologies.

3. How We Use Your Information

We use the personal information collected to:

  • Provide financial consulting, insurance product guidance, and related services.

  • Respond to your requests, questions, and scheduling inquiries.

  • Send account updates, appointment reminders, and transactional communications.

  • Deliver promotional offers, newsletters, and marketing materials (if explicitly opted in).

4. Mobile Information & SMS Anti-Sharing Disclosure

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

If you choose to receive text messages (SMS) from LifeOne Financial, message frequency may vary. Standard message and data rates may apply. You may opt out of receiving SMS communications at any time by replying STOP to any text message, or request support by replying HELP.

5. Disclosure & Sharing of Information

We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following limited circumstances:

  • Service Providers: With trusted software vendors, CRM platforms (e.g., LeadConnector/GoHighLevel), and IT providers who assist us in operating our business under strict confidentiality agreements.

  • Experior Financial Group & Carriers: With licensed advisors and underwriting insurance institutions associated with Experior Financial Group solely to process requested financial applications or quotes.

  • Legal Requirements: When required by law, subpoena, or regulatory oversight.

6. Cookies & Tracking Technologies

Our site uses cookies and similar tracking tools to monitor visitor traffic and improve user experience. You can set your browser to disable cookies, though some features of our site may not function properly as a result.

7. Data Security & Retention

We implement reasonable technical, administrative, and physical security measures to protect your personal information against unauthorized access, loss, or misuse. We retain personal data only as long as necessary to fulfill the purposes for which it was collected or to satisfy legal obligations.

8. Your Rights & Choices

You have the right to access, update, or request the deletion of your personal information held in our systems. You may also withdraw your consent for marketing communications at any time.

9. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy, please contact us at: