Privacy Policy

The Kuorum Collective (“TKC,” “we,” “our,” or “us”) respects your privacy. This Privacy Policy describes the personal information we collect when you visit thekuorumcollective.com(the “Site”) or interact with us through it, how we use that information, and the choices you have. By using the Site, you agree to the practices described in this Policy.

1. Information We Collect

Information You Provide to Us

When you submit our contact form or otherwise correspond with us, you may provide information such as your name, email address, firm or practice name, professional role, and any message you include. You are not required to provide any information; however, if you choose not to provide certain information, we may be unable to respond to your inquiry.

Information Collected Automatically

When you visit the Site, our hosting provider and we may automatically collect certain information about your device and your interaction with the Site, including your IP address, browser type and version, operating system, referring URL, pages viewed, and the date and time of your visit. We use this information to operate, secure, and improve the Site.

Cookies and Similar Technologies

The Site uses a small number of strictly necessary cookies and similar technologies to operate. We do not currently use third-party advertising cookies or behavioral tracking pixels. If we add analytics or marketing technologies in the future, this Policy will be updated and, where required, you will be provided with appropriate choices.

2. How We Use Your Information

We use the information we collect to:

• respond to inquiries and fulfill the purpose for which you provided it;
• communicate with you about TKC, our services, and our partner organizations;
• operate, maintain, secure, and improve the Site and our services;
• detect and prevent fraud, abuse, or other unlawful activity; and
• comply with applicable legal obligations and enforce our agreements.

3. How We Share Your Information

We do not sell your personal information. We share information only as follows:

• Service providers. We engage trusted third-party vendors that perform services on our behalf, such as customer-relationship management (CRM), email delivery, web hosting, and analytics. These providers may access personal information only to the extent necessary to perform their functions and are contractually obligated to protect it. Our principal CRM provider is GoHighLevel; submissions through the contact form are forwarded to a TKC GoHighLevel subaccount.
• Affiliates. We may share information with TKC affiliates and partner entities (Kuorum Advanced Planning, Kuorum Partners Wealth, Kuorum Partners Advisory) for purposes consistent with this Policy.
• Legal compliance and protection. We may disclose information when we believe disclosure is required by law, regulation, legal process, or governmental request, or to protect the rights, property, or safety of TKC, our clients, or others.
• Business transfers. If TKC is involved in a merger, acquisition, financing, reorganization, sale of assets, or similar transaction, personal information may be transferred as part of that transaction.
• With your consent. We may share information for any other purpose disclosed at the time you provide it or with your consent.

4. Your Choices and Rights

You may opt out of marketing emails at any time by following the unsubscribe instructions included in those messages or by contacting us at the address below. Operational and transactional communications may continue.

Depending on your jurisdiction, you may have rights to access, correct, delete, or restrict the use of your personal information, to receive a copy of your information in a portable format, or to object to certain processing. To exercise these rights, contact us at the address below; we may need to verify your identity before responding.

5. Data Security

We use commercially reasonable administrative, technical, and physical safeguards to protect personal information from unauthorized access, use, disclosure, alteration, or destruction. No method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

6. Data Retention

We retain personal information for as long as needed to fulfill the purposes described in this Policy, comply with legal obligations, resolve disputes, and enforce our agreements, unless a longer retention period is required by applicable law.

7. Children’s Privacy

The Site is intended for licensed insurance and financial professionals and is not directed to children under 16. We do not knowingly collect personal information from children under 16. If you believe a child has provided personal information to us, please contact us so we can delete it.

8. Third-Party Links

The Site may contain links to third-party websites or services. We are not responsible for the privacy practices or content of those third parties. We encourage you to review their privacy policies before providing them any personal information.

9. Changes to This Policy

We may update this Policy from time to time. When we do, we will revise the “Effective” date above. Changes are effective when posted to the Site. Your continued use of the Site after the effective date constitutes acceptance of the updated Policy.

10. Contact Us

If you have questions about this Policy or our privacy practices, please contact us at info@thekuorumcollective.com or by phone at 888-413-4223.