Privacy Policy

Frontline Financial · Effective October 2, 2026

Frontline Financial ("we," "us") is a licensed life insurance agency. This policy describes what information we collect, how we use it, and the choices you have.

Information we collect

When you request an appointment, a quote, or information from us, we collect the details you provide: your name, phone number, email address, state of residence, and the information needed to discuss life insurance options with you. We also collect records of our communications with you, including call recordings where permitted by law and text messages.

How we use it

SMS / text messaging

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

If you opt in to text messages from Frontline Financial, we will send appointment confirmations, appointment reminders, and replies to questions you send us. Message frequency varies based on your appointments and your conversations with us. Message and data rates may apply. You can opt out at any time by replying STOP to any message, and get help by replying HELP. We do not send marketing or promotional text messages, and we do not sell, rent, or share your phone number or your opt-in consent with any third party.

Sharing of information

We share your information only as needed to provide the services you request: with the insurance carriers you apply to, with service providers who help us operate (such as our telephone and messaging providers, who act only on our instructions), and when required by law. We do not sell personal information.

Data security and retention

We use industry-standard safeguards to protect your information and retain it only as long as needed to serve you and meet legal and regulatory record-keeping requirements.

Your choices

You may ask us to update or delete your information, or stop contacting you, by emailing tyler@frontline-finance.com or replying STOP to any text. California residents may exercise their rights under the CCPA by contacting us at the same address.

Contact

Frontline Financial, 3070 Bristol St, Suite 655, Costa Mesa, CA 92626 · tyler@frontline-finance.com

Frontline Financial · 3070 Bristol St, Suite 655, Costa Mesa, CA 92626 · tyler@frontline-finance.com
Privacy Policy · SMS Terms & Conditions · Text message opt-in