Gemini Financial Group
Gemini Financial Group
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    • Home
    • About
    • Contact
    • Services
      • Life & Health Insurance
      • Medicare
      • Revocable Living Trusts
    • Work with us
  • Home
  • About
  • Contact
  • Services
    • Life & Health Insurance
    • Medicare
    • Revocable Living Trusts
  • Work with us

Privacy Policy

Last Updated: December 2nd, 2025

Gemini Financial Group (“we,” “us,” “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you interact with our company, including through our website, forms, events, services, and communications.

By using our services, you agree to the practices described in this Privacy Policy.

1. Information We Collect We may collect the following types of information:

 

Personal Information

  • Name
     
  • Email address
     
  • Phone number
     
  • Mailing address
     
  • Date of birth (if required for insurance or financial products)
     
  • Policy or account information
     
  • Identification information required for insurance/financial applications
     

Financial & Insurance Information

  • Coverage details
     
  • Beneficiary information
     
  • Application and underwriting details
     
  • Consultation notes and preferences
     

Technical Information

  • IP address
     
  • Browser type
     
  • Device information
     
  • Cookies and tracking technologies
     

Communication Information

  • SMS message history
     
  • Email interactions
     
  • Form submissions
     
  • Appointment and consultation logs
     

We only collect information that you voluntarily provide or that is required to deliver financial, insurance, and advisory services.

2. How We Use Your Information

 

We use your information to:

  • Provide insurance, financial, or planning services
     
  • Process applications, quotes, or policy requests
     
  • Schedule and confirm appointments
     
  • Communicate with you regarding your account or services
     
  • Send educational content, reminders, and updates
     
  • Improve our website, services, and customer experience
     
  • Comply with legal and regulatory requirements
     

We do not sell your personal information.

3. SMS & Email Communications

 

By submitting your phone number or email, you consent to receive communication from Gemini Financial Group.


SMS Terms:

  • You may receive appointment reminders, follow-ups, policy information, event updates, and customer support messages.
     
  • Message & data rates may apply.
     
  • You can opt out at any time by replying STOP.
     

We follow all TCPA and 10DLC compliance standards.

4. How We Share Your Information

 

We may share your information with:

  • Insurance carriers
     
  • Financial institutions
     
  • Licensed agents or advisors
     
  • Third-party service providers (CRM, scheduling tools, secure document systems)
     
  • Legal or regulatory authorities if required by law
     

We do not share information for marketing by third parties.
All third parties are required to maintain confidentiality and security of your data.


 We do not sell or share consumer personal information. Gemini Financial Group only discloses your information to insurance carriers, financial institutions, or service providers when necessary to process applications, provide services, or comply with legal requirements. We never sell, rent, trade, or share your data with outside organizations for their own marketing or commercial purposes. 

5. Data Security

 

We use administrative, technical, and physical safeguards to protect your information from unauthorized access, use, or disclosure.


However, no data transmission over the internet can be guaranteed to be 100% secure. We take all reasonable precautions to protect your data.

6. Your Rights & Choices

 

You may:

  • Request access to the information we have about you
     
  • Request correction or updates
     
  • Request deletion where legally permitted
     
  • Opt out of SMS or email at any time
     
  • Withdraw consent for communications
     

To exercise any of these rights, contact us at Carriers@gfg4me.com

7. Cookies & Tracking Technologies

 We may use cookies, pixels, and tracking tools to improve user experience, measure performance, and personalize content.

You may disable cookies in your browser settings.

8. Third-Party Links

 Our website or communications may contain links to third-party websites.
We are not responsible for their content or their privacy practices. 

9. Children’s Privacy

 We do not knowingly collect information from anyone under 13 years old.
If you believe a child has provided information, please contact us immediately. 

10. Updates to This Policy

 We may update this Privacy Policy periodically.
Any changes will be posted on our website with a revised “Last Updated” date.  

11. Contact Us

 

If you have any questions about this Privacy Policy, or wish to exercise your rights, please contact us:

Gemini Financial Group

(813) 576-8242

Carriers@gfg4me.com

Copyright © 2022 Gemini Financial Group - All Rights Reserved. 

By contacting us or scheduling an interview  you give us permission to contact you by email, phone call or text. By submitting your information you verify that you consent to receive texts, emails and phone calls from Gemini Financial Group. 

Not all plans and products are available in all states. Coverage is subject to the terms and conditions of the policy limitations and exclusions may apply.

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