Privacy Policy

This Privacy Policy explains how Peak Insurance & Investments ("we", "us", or "our") collects, uses, and protects information you share with us through this website. This page is maintained by Peak Insurance & Investments and describes our own practices; it is not a certification or verification of any third-party service we use.

Information you provide

When you request a quote, we ask you to share information so we can respond personally and recommend appropriate coverage. This typically includes:

• Your full name, email address, and phone number.
• General qualifying details relevant to the product you're asking about (for example, age, desired coverage amount, tobacco use, or the relationship to an insured child).
• Any additional context you choose to include in a message to us.

We do not ask for Social Security numbers, driver's license numbers, banking details, or medical records through this website. If a formal application requires that information later, it is collected directly by the insurance carrier through their secure application process.

How we use your information

We use the information you submit to:

• Contact you about the quote you requested.
• Prepare accurate coverage options and pricing from the carriers we work with.
• Follow up with you if you have questions or want to move forward with an application.
• Keep required records of communications and quotes.

We do not sell your information, and we do not share it with third parties for advertising.

Who we share information with

As an independent broker, we may share the information you provide with insurance carriers we are appointed with, but only when necessary to prepare a quote you asked for or to submit an application you authorized. We also rely on service providers that help us operate this site (for example, secure hosting and database storage). These providers are contractually limited to processing information on our behalf.

We may also disclose information when required by law, subpoena, or a legitimate regulatory request.

How your information is protected

Your submissions are transmitted over an encrypted (HTTPS) connection and stored in a controlled database accessible only to Peak Insurance & Investments. We use reasonable administrative, technical, and physical safeguards to protect the information you share. No method of transmission or storage is 100% secure, but we work to keep your data confidential and used only for the purpose you provided it.

How long we keep information

We keep quote requests and related correspondence as long as needed to serve you and to meet legal, regulatory, and recordkeeping obligations that apply to licensed insurance professionals. When information is no longer needed, we delete or securely destroy it.

Your choices

You may contact us at any time to:

• Ask what information we hold about you.
• Correct information that is inaccurate.
• Ask us to delete your information, subject to any legal retention requirements.
• Opt out of future non-transactional communications.

To make a request, email us at nasb.cpeak@gmail.com.

Cookies and analytics

This site uses only the cookies necessary to keep the site functioning correctly. We do not currently use advertising or third-party tracking cookies. If that changes in the future, this policy will be updated to describe what we use and why.

Children's privacy

Our services are intended for adults. When a parent, grandparent, or legal guardian requests children's whole life coverage, we collect only the information needed to prepare that quote (such as the child's age and the requesting adult's relationship to the child). We do not knowingly collect personal information directly from children.

Changes to this policy

We may update this policy from time to time. When we do, we'll change the "last updated" date at the top of this page. Material changes will be highlighted on this page.

Contact us

Questions about this policy or your information? Reach out any time: