Privacy Policy

Last updated: May 17, 2026

New Era Financial LLC ("we," "us," "our") respects your privacy. This Privacy Policy explains what information we collect, how we use it, and your rights regarding your personal information when you visit this website or schedule a consultation with us.

Information We Collect

Contact information you provide when you book a strategy call (name, email, phone, scheduling details).
Application information you choose to share for the purpose of receiving an insurance quote or recommendation (age, health, financial goals, etc.).
Basic technical information like browser type, IP address, and pages viewed — collected automatically to keep the site running.

How We Use Your Information

To respond to your inquiry and schedule consultations.
To provide quotes and policy recommendations from licensed carriers.
To meet our legal, regulatory, and compliance obligations as a licensed insurance professional.
To improve our service and communication.

How We Share Information

We only share your information with:

Insurance carriers you've authorized us to submit applications to on your behalf.
Service providers (scheduling tools, email, CRM) that operate under written confidentiality and data-protection agreements.
Regulatory authorities if required by law.

We do not sell your information to anyone. Ever.

Data Security

We take reasonable measures to protect the information you share with us, including encryption in transit, restricted access, and secure storage of sensitive records.

Your Rights

Request a copy of the personal information we hold about you.
Request correction or deletion of your information.
Opt out of marketing communication at any time.
Withdraw consent for ongoing communication.

To exercise any of these rights, email acm.li4vets@gmail.com.

Cookies & Analytics

This website may use basic cookies and analytics tools to understand traffic patterns. No personally identifying information is sold or shared with advertising networks.

Children's Privacy

This site is not directed at children under 13 and we do not knowingly collect information from them. Policies involving minor beneficiaries are handled with the consent of a legal guardian.

Changes to This Policy

We may update this Privacy Policy. The "Last updated" date at the top reflects the most recent revision. Continued use of the site after changes means you accept the revised policy.

Contact

Angel Moreno • New Era Financial LLC
San Antonio, TX
Phone: (210) 724-1914
Email: acm.li4vets@gmail.com