Last updated: October 2025

Your privacy matters to us. This Privacy Policy explains how PFU Financial Services collects, uses, and protects your information when you visit our website or communicate with us.

1. Information We Collect

We may collect:

Personal Information: Your name, phone number, email, and details you provide in forms or consultations.

Website Data: Browser type, pages visited, time spent on the site, and similar analytics.

Financial Information: Only when voluntarily shared during consultations or policy applications.

We do not collect payment or banking information directly on our website.

2. How We Use Your Information

We use your information to:

Provide quotes, policy options, and financial planning services.

Communicate with you about your inquiries or applications.

Send relevant educational content, offers, or newsletters (you can unsubscribe anytime).

Improve our website and client experience.

We do not sell or rent your information to third parties.

3. Information Sharing

We may share your data only with:

Licensed financial advisors working with PFU Financial Services.

Approved insurance carriers (for quotes or policy applications).

Professional service providers (such as CRM or email platforms) who maintain confidentiality.

All partners are required to handle your information securely and in compliance with privacy laws.

4. Cookies & Tracking

Our website uses cookies and analytics tools (like Google Analytics or Meta Pixel) to understand how visitors use our site.

You can disable cookies in your browser settings at any time.

5. Data Security

We take strong measures to protect your data using encrypted systems and secure servers.

However, no online platform can guarantee 100% security, so please use discretion when sharing personal details.

6. Your Privacy Rights

You have the right to:

Request a copy or correction of your information.

Ask us to delete your data from our records.

Opt out of marketing communications.

To exercise these rights, email [email protected].

7. Children’s Privacy

Our services are intended for adults (18+). We do not knowingly collect personal information from children.

8. Updates to This Policy

We may update this Privacy Policy periodically. Any changes will be posted here with a new “Last Updated” date.

9. Contact Us

If you have questions or privacy concerns, contact us anytime:

📧 [email protected]m 

📍 PFU Financial Services