Privacy Policy
Rankin Financial Strategies (“Company,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website or engage our financial and insurance advisory services.
Who We Are
Rankin Financial Strategies
Email: david@rankinfinancialstrategies.com
Phone: 734-331-5566
Information We Collect
- Identifiers & Contact Data (e.g., name, email, phone, address).
- Professional/Financial Information you choose to share for planning (e.g., income ranges, assets, goals).
- Regulatory/KYC information when required by law or carrier onboarding.
- Usage Data (pages viewed, device/browser, IP address) via logs and analytics.
- Cookies & Similar Tech for site performance, analytics, and preferences.
How We Use Information
- Provide and improve financial and insurance advisory services.
- Communicate about appointments, proposals, policy applications, renewals, or educational content.
- Comply with legal, regulatory, and security obligations.
- Analyze site performance and tailor content.
- With your consent, send marketing updates (you may opt out anytime).
Sharing of Information
- Service Providers (IT, CRM, analytics, form tools) bound by confidentiality agreements.
- Insurance Carriers/Broker-Dealers/TPAs to obtain quotes, underwrite, service, or place coverage when you ask us to do so.
- Legal/Compliance when required by law, subpoena, or to protect rights and safety.
- Business Transfers (e.g., merger or acquisition) with appropriate protections.
Cookies and Analytics
We may use first-party and third-party cookies for essential site functionality and analytics. You can manage cookies through your browser settings. Disabling some cookies may affect site features.
Your Choices
- Marketing Opt-Out: You may opt out of marketing emails by following the unsubscribe link or emailing us.
- Access/Correction/Deletion: Contact us to request access to, correction of, or deletion of your personal information, subject to applicable laws and retention needs.
State & Country-Specific Rights
Depending on your jurisdiction (e.g., California, Virginia, Colorado, Connecticut, Utah), you may have additional rights such as access, deletion, correction, portability, and the right to limit certain uses of sensitive data. To exercise these rights, contact us using the information above. We will verify your request consistent with applicable law.
Financial Privacy (GLBA)
If and when applicable, we safeguard “non-public personal information” in accordance with the Gramm-Leach-Bliley Act (GLBA) and similar regulations. We do not disclose such information except as permitted by law or as directed by you for your financial and insurance interests.
Children’s Privacy
Our site and services are not directed to children under 13, and we do not knowingly collect personal information from children under 13.
Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect information. No method of transmission or storage is 100% secure, and we cannot guarantee absolute security.
Data Retention
We retain information as needed to provide services, meet legal/regulatory obligations, resolve disputes, and enforce agreements.
Third-Party Links
Our website may link to third-party sites. We are not responsible for their content or privacy practices. Review their policies before providing information.
Changes to This Policy
We may update this Privacy Policy from time to time. The “Last updated” date will reflect the current version.
Contact Us
Disclaimer: We provide general financial and insurance information. Nothing on this site is legal, tax, or investment advice. Always consult qualified professionals regarding your specific circumstances.