Effective Date: January 1, 2024

Thank you for choosing Canori Financial Group, LLC. This Privacy Policy describes how we collect, use, and disclose personal information when you use our website and services. By accessing or using our website and services, you consent to the collection, use, and disclosure of your personal information as described in this Privacy Policy.

1. Information We Collect

We may collect the following types of personal information from you:

Contact Information: such as your name, email address, mailing address, and phone number. Financial Information: such as payment details and billing information, Health Information: if you apply for health, life, final expenses, funeral expenses, dental expenses, or travelers insurance. SMS Notifications: if you opt-in to receive SMS notifications for booking reminders and other relevant information.

2. How We Use Your Information

We may use your personal information for the following purposes:

Providing Services: to administer and fulfill insurance policies and services you have requested.

Communication: to communicate with you about your insurance policies, updates, and other relevant information.

Marketing: to send you promotional materials and offers related to our insurance products and services.

Improving Services: to analyze usage trends and improve our website and services.

3. Disclosure of Your Information

We may disclose your personal information to third parties in the following circumstances:

Service Providers: to third-party service providers who assist us in providing and managing our services. Legal Compliance: to comply with applicable laws, regulations, or legal processes. Business Transfers: in connection with a merger, acquisition, or sale of assets.

4. SMS Notifications

By providing your mobile number and opting in to receive SMS notifications, you consent to receiving booking reminders and other relevant information from Canori Financial Group, LLC. Message and data rates may apply.

5. Security of Your Information

We take reasonable measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is 100% secure.

6. Your Choices

You may choose not to provide certain personal information, but this may limit your ability to use our services. You may also opt-out of receiving marketing communications from us by following the instructions provided in such communications.

7. Updates to Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time without prior notice.

We will indicate the effective date of the revised Privacy Policy.

8. Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us at

[email protected]

(713) 331-3282

5900 Balcones Dr. Suite 100, Austin TX 78731

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Thank you for entrusting Canori Financial Group, LLC with your insurance needs. We are committed to protecting your privacy and providing you with exceptional service.