Effective Date: 02/21/26
Business Name: Allied Health & Life Coach
Website: AlliedHealthLifeCoach.com
Business Location: California, United States

1. Introduction

Allied Health & Life Coach (“Company,” “we,” “our,” or “us”) is a California-based insurance broker providing professional liability insurance solutions to independent coaches and related professionals nationwide.

This Privacy Policy describes how we collect, use, disclose, and safeguard personal and nonpublic personal information in connection with:

• Insurance quote requests
• Applications submitted via email
• Policy placement and servicing
• Website interactions

By using our Website or submitting information to us, you agree to the practices described below.

2. Categories of Information We Collect

Because we operate as a licensed insurance broker, we collect information necessary to evaluate risk, place coverage, and service insurance policies.

A. Personal Identifiers

• Full name
• Mailing address
• Email address
• Telephone number
• Date of birth (if required by carrier)
• Government-issued identification (if required for compliance)

B. Professional and Business Information

• Business name and structure
• Professional credentials and certifications
• Licensing information
• Description of services provided
• Years in practice
• Claims history
• Coverage history

C. Financial Information

• Payment and billing information
• Banking information (if applicable)
• Transaction history

D. Internet Activity Information

• IP address
• Browser type
• Device type
• Pages visited
• Referring URLs

E. Information Submitted by Email

Applications and supporting documents submitted by email may include additional underwriting information required by insurance carriers.

3. How We Use Information

We use collected information to:

• Provide insurance quotes
• Submit applications to carriers
• Underwrite and place insurance policies
• Communicate regarding policy terms
• Process payments
• Maintain insurance records
• Prevent fraud
• Comply with state and federal insurance regulations
• Improve Website performance and services

We do not sell personal information.

4. Information Sharing

We may share information with:

• Insurance carriers and underwriters
• Managing general agents (MGAs)
• Wholesale brokers
• Payment processors
• Technology service providers
• Regulatory agencies
• Legal or compliance advisors

Information is shared only as necessary to place and service coverage or to comply with legal obligations.

We do not sell or rent personal information to marketers.

5. GLBA Privacy Notice (Nonpublic Personal Information)

As an insurance broker, we collect nonpublic personal information in connection with financial services.

In accordance with the Gramm-Leach-Bliley Act (GLBA):

• We collect nonpublic personal information from applications, communications, and transactions.
• We do not disclose nonpublic personal information to nonaffiliated third parties except as permitted or required by law.
• We maintain physical, electronic, and procedural safeguards designed to protect your information.

6. California Privacy Rights (CCPA/CPRA)

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

• Request disclosure of categories and specific pieces of personal information we collect
• Request deletion of personal information (subject to insurance record retention laws)
• Request correction of inaccurate personal information
• Know whether your personal information is sold or shared (we do not sell personal information)
• Limit use of sensitive personal information (where applicable)

To submit a privacy request, email: info@councilsupport.com

We may verify your identity before processing requests.

Certain information may be retained as required by insurance regulations, recordkeeping laws, or contractual obligations.

7. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction.

However:

• Email transmissions are not guaranteed to be secure.
• Clients submitting applications by email assume inherent transmission risk.

We recommend avoiding unsecured public Wi-Fi when sending sensitive documents.

8. Data Retention

Insurance-related records may be retained for extended periods in accordance with:

• California insurance regulations
• Carrier contractual requirements
• Multi-state record retention laws
• Tax and financial reporting obligations

Information is retained only as long as reasonably necessary to fulfill business and legal obligations.

9. Cookies and Website Analytics

We may use cookies or analytics tools to:

• Analyze Website traffic
• Improve functionality
• Monitor security
• Detect suspicious activity

Users may adjust cookie preferences through their browser settings.

10. Children’s Privacy

This Website and our services are intended for adults engaged in professional coaching services. We do not knowingly collect personal information from individuals under 18 years of age.

11. Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in legal requirements or business practices. The updated version will be posted with a revised Effective Date.

12. Contact Information

Allied Health & Life Coach
1100 W. Town & Country Road, Suite 1400
Orange, CA 92868
(800) 860-8330
info@councilsupport.com