Last Updated: September 2026
BW Strategies respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we may collect, how we use it, and the choices available to you when you visit our website or communicate with us.
We may collect information that you voluntarily provide to us, including your name, email address, phone number, state of residence, and information you provide when requesting a consultation, completing a form, or otherwise communicating with BW Strategies.
If you choose to move forward with a financial or insurance product, additional personal, financial, health, or other information may be required as part of the application or underwriting process. Information required by an insurance carrier or other provider may be collected through that provider's systems and is subject to its applicable privacy practices.
Information you provide may be used to:
BW Strategies does not sell your personal information.
Information may be shared when necessary with insurance carriers, service providers, technology providers, or other parties involved in providing services you request. Information may also be disclosed when required by law, regulation, legal process, or applicable compliance requirements.
Our website may use third-party services for functions such as scheduling, forms, communications, website hosting, or other business operations. Information submitted through those services may also be subject to the privacy policies and security practices of the applicable provider.
Our website may also contain links to third-party websites. BW Strategies is not responsible for the privacy practices or content of external websites.
Our website and its service providers may use cookies or similar technologies to support website functionality, security, performance, or analytics. Your browser may allow you to control or disable certain cookies.
We take reasonable measures to protect personal information in our possession. However, no website, electronic communication, or method of data storage can be guaranteed to be completely secure.
You may contact BW Strategies to request that we update or correct personal information you have provided, subject to applicable legal, regulatory, carrier, or record-retention requirements.
You may also choose not to provide certain information. However, some information may be necessary for us to respond to a request, evaluate available options, or assist with an application or service.
This website is intended for adults and is not designed to knowingly collect personal information directly from children. Information regarding a minor in connection with an insurance or financial strategy should be provided by the minor's parent, legal guardian, or other authorized adult as appropriate.
We may update this Privacy Policy from time to time to reflect changes to our website, services, business practices, or applicable requirements. Updates will be posted on this page with a revised "Last Updated" date.
If you have questions about this Privacy Policy or how your information is handled, please contact BW Strategies using the contact information provided on this website.
