At CG Innovative Insurance & Multiservices, we value your trust and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, share, and safeguard your data.

1. Information We Collect

We collect personal information that helps us provide accurate and personalized services. This may include:

• Full name, address, phone number, and email address

• Social Security Number (SSN) or ITIN (for tax-related services)

• Financial information for insurance applications

• Any additional data voluntarily submitted by clients

2. How We Use Your Information

Your information is used strictly for service-related purposes, including:

• Providing insurance quotes and processing applications

• Preparing and filing tax documents

• Delivering other multiservices as requested

• Communicating service updates, reminders, and promotional offers

3. Data Security & Protection

We implement strong safeguards to protect your data:

• Sensitive information such as SSNs and financial records is encrypted and stored securely

• Access to personal data is limited to authorized personnel only

• Regular audits and protocols ensure your information remains confidential

4. Sharing of Information

We do not sell or share your personal information with unauthorized third parties. However, we may share your data with:

• Licensed insurance carriers to process applications

• Tax authorities to file your returns

• Service providers who assist in business operations (under confidentiality agreements)

SMS Consent:
Phone numbers collected for SMS purposes will never be shared with third parties or affiliates for marketing purposes.

5. Your Privacy Rights

You have the right to:

• Request access to the personal data we hold about you

• Ask for corrections or deletion of your information (subject to legal obligations)

6. Policy Updates

This policy may be updated periodically. By continuing to use our services, you agree to the revised terms.

Questions or Requests?
📍6924 South Freeway, Suite B, Fort Worth, TX 76134
📞 (817) 800-2266
📧 cgonzalez@cginnovative.com