PRIVACY POLICY — OAKMONT CAPITAL GROUP INSURANCE LLC
Effective Date: March 15, 2026 | Last Updated: March 15, 2026
This Privacy Policy describes how Oakmont Capital Group Insurance LLC collects, uses, and protects your personal information when you visit our website or submit an inquiry form.
INFORMATION WE COLLECT
We collect the following information when you submit a form or contact us:
Full name
Phone number
Email address
Age
State of residence
Homeownership status
Employment or retirement status
Banking information confirmation
HOW WE USE YOUR INFORMATION
The information we collect is used solely for the following purposes:
To contact you regarding your life insurance inquiry
To determine your eligibility for insurance coverage
To schedule and conduct insurance consultations
To send SMS communications related to your inquiry
To follow up on submitted applications
SMS OPT-IN DATA
We take SMS privacy seriously. The following rules apply to all SMS opt-in data collected through our forms:
We do not sell SMS opt-in information to third parties
We do not share SMS opt-in information with third parties for marketing purposes
SMS opt-in data is used exclusively to communicate with you about your insurance inquiry
You may opt out at any time by replying STOP to any SMS message
HOW WE PROTECT YOUR INFORMATION
We implement appropriate security measures to protect your personal information including:
Secure data storage
Limited access to personal information
No sale or transfer of personal data to unauthorized third parties
Regular review of data security practices
COOKIES AND TRACKING
Our website may use cookies and standard tracking technologies to improve your browsing experience and analyze website traffic. By using our website you consent to the use of cookies. You may disable cookies through your browser settings at any time.
SHARING OF INFORMATION
We do not sell, trade, or transfer your personal information to third parties except in the following limited circumstances:
Insurance carriers for the purpose of processing your application
As required by law or regulatory authorities
To protect the rights and safety of Oakmont Capital Group Insurance LLC
We never share your SMS opt-in data or phone number with third parties for marketing purposes.
DATA RETENTION
We retain your personal information for as long as necessary to provide our services and comply with legal obligations. You may request deletion of your personal information at any time by contacting us directly.
YOUR RIGHTS
You have the right to:
Request access to the personal information we hold about you
Request correction of inaccurate information
Request deletion of your personal information
Opt out of SMS communications at any time by replying STOP
Contact us with any privacy concerns or questions
THIRD PARTY LINKS
Our website may contain links to third party websites. We are not responsible for the privacy practices of those websites. We encourage you to review the privacy policies of any third party sites you visit.
CHILDREN'S PRIVACY
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe we have inadvertently collected information from a minor please contact us immediately.
CHANGES TO THIS POLICY
We reserve the right to update this Privacy Policy at any time. Changes will be posted on this page with an updated effective date. Continued use of our services following any changes constitutes your acceptance of the revised policy.
CONTACT INFORMATION
For questions about this Privacy Policy or how we handle your personal information please contact us:
Oakmont Capital Group Insurance LLC Colorado, United States Phone: (303)-472-4878 Email: [email protected] Website: www.oakmontcapitalgroupinsurance.net
© 2026 Oakmont Capital Group Insurance LLC. All Rights Reserved.