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Privacy Policy

Last Updated: April 3, 2024

 

SPECTRA Asset Conservation ("we," "us," or "our") is committed to protecting the privacy of our clients and website visitors. This Privacy Policy outlines how we collect, use, and disclose personal information gathered through our website, interactions with our office, and other means. By using our services or visiting our website, you consent to the terms of this Privacy Policy.

 

Information We Collect

 

We may collect personal information from clients, prospective clients, and website visitors, including but not limited to:

 

  1. Contact information such as name, address, email address, and phone number.

  2. Personal and demographic information.

  3. Insurance policy information.

  4. Payment information.

  5. Information provided during communications with our office.

 

How We Use Your Information

 

We use the collected information for the following purposes:

 

  1. Providing insurance services, including processing applications, managing policies, and facilitating claims.

  2. Communicating with clients regarding their insurance needs, policy updates, and related matters.

  3. Improving our services and website functionality.

  4. Complying with legal and regulatory requirements.

  5. Marketing and promotional purposes with your consent.

 

Information Sharing

 

We may share personal information with third parties in the following circumstances:

 

  1. Service Providers: We may share information with third-party service providers who assist us in providing insurance services, processing payments, or managing our website.

  2. Legal Compliance: We may disclose information when required by law or in response to valid legal requests.

  3. Business Transfers: In the event of a merger, acquisition, or sale of assets, personal information may be transferred as part of the transaction.

 

Data Security

 

We employ industry-standard security measures to protect personal information from unauthorized access, disclosure, alteration, or destruction.

 

Your Choices

 

You may choose not to provide certain personal information, although this may limit our ability to provide certain services. You may also opt-out of receiving marketing communications from us.

 

Updates to this Privacy Policy

 

We reserve the right to update this Privacy Policy periodically. We will notify you of any material changes by posting the updated policy on our website.

 

Contact Us


If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at (817) 222-2122.

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Fort Worth Office:

 
6220 North Beach Street
Suite 101
Haltom City, TX 76137
Phone: (817) 222-2122

Fax: (817) 222-3122

Flower Mound Office:

 

3700 River Walk Drive

Suite 160
Flower Mound, TX 75028
Phone: (817) 222-2122
Fax: (817) 222-3122

SPECTRA ACS family of companies is licensed in the state of Texas and are members of the Better Business Bureau. National Association of Insurance & Finance Advisors, TX Association of Insurance & Financial Advisors, Life Underwriters Training Council. 

 

All information provided on this website is for information and/or educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Spectra Financial. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.

Spectra Financial does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.

Advisory Services offered through Elevated Capital Advisors, LLC, an SEC registered investment advisor. Registration with the SEC does not imply certain training or skill. Results are not guaranteed.

© 2024 SPECTRA Asset Conservation  |  All rights reserved  |  Privacy Policy

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