Privacy Policy

Effective Date: January 10, 2026

Whole Life Plan (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit WholeLife-Plan.com (the “Site”) or use our services.

By using the Site, you agree to the collection and use of information in accordance with this Privacy Policy.

1. Information We Collect

a. Personal Information You Provide

We may collect personal information you voluntarily provide, including:

  • Full name

  • Email address

  • Phone number

  • Mailing address

  • Date of birth

  • Insurance-related or financial information (as applicable)

b. Automatically Collected Information

When you visit the Site, we may automatically collect:

  • IP address

  • Browser and device type

  • Operating system

  • Pages viewed and time spent

  • Referring website URLs

c. Cookies & Tracking Technologies

We use cookies and similar technologies to:

  • Operate and improve the Site

  • Analyze traffic and usage

  • Remember preferences

You can disable cookies in your browser, though some features may not function properly.

2. How We Use Your Information

We use collected information to:

  • Provide and manage our services

  • Respond to inquiries and requests

  • Deliver insurance quotes or information

  • Communicate service updates or offers

  • Improve website functionality

  • Comply with legal and regulatory obligations

  • Prevent fraud and protect users

3. Legal Basis for Processing (GDPR)

If you are located in the European Economic Area (EEA) or United Kingdom, we process personal data under the following legal bases:

  • Your consent

  • Performance of a contract

  • Compliance with legal obligations

  • Legitimate business interests that do not override your rights

4. Sharing of Personal Information

We do not sell your personal information.

We may share information with:

  • Licensed insurance agents or partners to fulfill requests

  • Service providers assisting with website operations, analytics, or communications

  • Legal authorities if required by law

All third parties are required to protect your data.

5. Communications & Marketing

By submitting your information, you consent to be contacted via:

  • Email

  • Phone

  • Text message

You may opt out of marketing communications at any time using unsubscribe instructions or by contacting us directly.

6. Data Retention

We retain personal information only for as long as necessary to:

  • Fulfill the purposes described in this Policy

  • Meet legal, regulatory, or contractual requirements

When data is no longer needed, it is securely deleted or anonymized.

7. Your Privacy Rights

a. Rights for California Residents (CCPA)

If you are a California resident, you have the right to:

  • Know what personal information we collect and how it is used

  • Request deletion of your personal information

  • Opt out of the sale of personal data (we do not sell data)

  • Not be discriminated against for exercising privacy rights

b. Rights for EEA & UK Residents (GDPR)

If you are located in the EEA or UK, you have the right to:

  • Access your personal data

  • Correct inaccurate data

  • Request deletion (“right to be forgotten”)

  • Restrict or object to processing

  • Request data portability

  • Withdraw consent at any time

  • Lodge a complaint with a supervisory authority

8. Exercising Your Rights

To exercise your privacy rights, please contact us:

📧 Email: support@wholelife-plan.com

We will respond within the timeframe required by applicable law (typically 30–45 days). We may verify your identity before fulfilling a request.

9. Data Transfers

If you access the Site from outside the United States, your information may be transferred to and processed in the U.S. or other jurisdictions. By using the Site, you consent to such transfers, subject to appropriate safeguards.

10. Data Security

We use commercially reasonable administrative, technical, and physical safeguards to protect your personal information. However, no online system is completely secure, and we cannot guarantee absolute security.

11. Children’s Privacy

The Site is not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

12. Third-Party Websites

The Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.

13. Changes to This Privacy Policy

We may update this Privacy Policy at any time. Changes will be effective upon posting. Continued use of the Site constitutes acceptance of the revised Policy.

14. Contact Information

If you have questions about this Privacy Policy or our data practices, contact us:

Whole Life Plan
📧 Email: support@wholelife-plan.com
🌐 Website: WholeLife-Plan.com