Skip to content

Beneficiaries, riders and term length set up right: (805) 954-9497

(805) 954-9497

Privacy Policy

Who this policy covers

This policy applies to the website for Life Insurance Thousand Oaks, a local life insurance agency serving clients in Thousand Oaks, CA and the surrounding area. The site is informational. It explains our services, such as term life, whole life and final expense coverage, and gives you a phone number to reach us. There are no accounts to create, no forms to fill out and no payments taken here.

What the website records on its own

Like most websites, ours runs on a server that keeps ordinary logs. A log entry typically holds your IP address, browser type, the page you asked for, the page that sent you and the time of the visit. These records help keep the site working and show us when something breaks.

We may also use basic analytics cookies. They tell us which pages get read and roughly how visitors move through the site, in aggregate. You can block or delete cookies in your browser settings, and the site will still work.

What you share when you call

The phone is the only way to contact us through this site. Once you reach an agent at (805) 954-9497, you decide what to tell us. To discuss coverage, an agent may ask about your age, health, the people you want to name as a beneficiary, a mortgage balance or your plans for retirement income. You can stop or decline any question.

We use what you share to answer your questions, prepare a quote and, if you choose to apply, complete the paperwork with the insurance carrier you pick.

When information goes to someone else

We do not sell your information. If you apply for a policy, the details needed for that application go to the carrier underwriting it, because they cannot review the application without them. Our website host and analytics provider handle the technical data described above as part of running the site. We may also share information when the law requires it.

How we protect it

We limit access to the details you give us to the people working on your coverage, and we take reasonable care with how notes and records are kept. No system is perfectly secure, so we keep only what is useful for helping you.

Your choices and changes to this page

You can ask what information we hold about you, ask us to correct it, or ask us to stop contacting you. An agent on the line at (805) 954-9497 will walk through your request with you.

We may update this policy when the site or our practices change. The current version is always the one posted on this page.