Privacy Policy

Effective Date: June 17, 2026

The Fortis Agency (“Fortis,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide through our website, www.thefortisagency.com, and through our business operations.

This Privacy Policy explains how we collect, use, disclose, and protect your information.

Information We Collect

We may collect personal information that you voluntarily provide to us, including:

Name
Email address
Phone number
Mailing address
Employer or business information
Financial planning information
Insurance-related information
Information submitted through contact forms, surveys, event registrations, or consultations

We may also automatically collect certain information when you visit our website, including:

IP address
Browser type
Device information
Pages visited
Referring website information
Website usage data through cookies and analytics tools

How We Use Your Information

We may use your information to:

Respond to inquiries and requests
Provide financial planning, insurance, investment, and advisory services
Schedule appointments and consultations
Communicate with clients, prospects, and advisors
Send educational materials, newsletters, and marketing communications
Improve our website and services
Comply with legal and regulatory obligations
Protect against fraud, unauthorized transactions, or other liabilities

How We Share Information

We do not sell your personal information.

We may share information with:

Insurance carriers
Broker-dealers, registered investment advisers, custodians, and financial institutions
Service providers that assist us with technology, marketing, communications, or business operations
Legal, regulatory, or governmental authorities when required by law
Professional advisors such as attorneys, accountants, and compliance consultants

All third parties are expected to maintain appropriate safeguards to protect your information.

Cookies and Analytics

Our website may use cookies, pixels, and similar technologies to enhance user experience and collect website analytics.

These technologies may help us understand:

How visitors interact with our website
Which pages are most frequently viewed
Marketing campaign effectiveness

You may adjust your browser settings to refuse cookies; however, some portions of the website may not function properly.

Marketing Communications

If you provide your contact information, we may send newsletters, educational content, event invitations, and other communications.

You may opt out of marketing emails at any time by clicking the unsubscribe link contained in those emails or by contacting us directly.

Data Security

We maintain administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction.

However, no internet transmission or electronic storage method is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain personal information for as long as necessary to:

Provide services
Comply with legal and regulatory requirements
Resolve disputes
Enforce agreements

Retention periods may vary depending upon applicable laws and regulatory obligations.

Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices, content, or security of those websites. We encourage you to review their privacy policies before providing personal information.

Children’s Privacy

Our website and services are not directed to children under the age of 13. We do not knowingly collect personal information from children.

If we become aware that we have collected information from a child under 13, we will take appropriate steps to delete such information.

Your Privacy Rights

Depending on your state of residence, you may have rights regarding your personal information, including:

Access to information we maintain about you
Correction of inaccurate information
Deletion of certain personal information
Restrictions on certain processing activities
Opting out of certain marketing communications

To exercise any applicable privacy rights, please contact us using the information below.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

Contact Us

If you have questions regarding this Privacy Policy or our privacy practices, please contact us as brokerage@thefortisagency.com