Privacy Policy
Last updated: November 2026
Who we are
Family Bridge Financial is an independent life insurance agency headquartered in Jacksonville, Florida, licensed to serve families in all 50 states. We are not an insurance carrier; coverage is issued by the insurance companies we represent.
Information we collect
We collect the information you choose to give us through our quote questionnaire, guide download forms, and any direct contact by phone, text, or email. That typically includes your name, contact details, date of birth, state of residence, general health information, tobacco use, and the coverage you are interested in.
We also collect basic technical information automatically, such as your browser type, device, approximate location derived from your IP address, and the pages you view. This is used to keep the site working and to understand which content is useful.
How we use your information
We use your information to prepare and discuss coverage options, to submit applications to insurance carriers at your direction, to respond to your questions, to send the materials you requested, and to meet our legal, licensing, and recordkeeping obligations.
We do not sell your personal information. We do not share your health information with anyone other than the insurance carriers, underwriters, and service providers involved in evaluating or servicing your coverage.
Who we share it with
We share information with insurance carriers and their underwriters when you ask us to shop or submit an application, with the technology providers that host our website and customer records, and with regulators or other parties where required by law.
Calls, texts, and consent
If you provide a phone number and consent on our quote form, you agree to be contacted by Family Bridge Financial by phone call — including auto-dialed or pre-recorded calls — and by text message about life insurance products and services. That consent is never a condition of purchase. Message and data rates may apply. Reply STOP to any text to opt out, or tell us on any call that you no longer wish to be contacted.
Text Messaging (SMS)
Our business number, (904) 746-1421, accepts calls and text messages. If you text us or give us your mobile number with consent on one of our forms, we may send you text messages that reply to your texts, confirm or remind you about appointments, and follow up on quotes you requested. Where you have expressly agreed to follow-up texts, this can include a short automated sequence about your request; automated follow-up remains disabled until our text-message registration is approved.
Message frequency varies. Message and data rates may apply. Reply STOP to any message to opt out, and reply HELP for help. Consent to receive text messages is not a condition of purchase.
We do not sell, rent or share your mobile number or SMS opt-in consent with third parties or affiliates for marketing purposes.
Cookies and analytics
Our site uses cookies and similar technologies to remember your preferences and to measure how visitors use the site. You can block or delete cookies in your browser settings; parts of the site may not work as intended if you do.
How long we keep it
We keep application and policy-related records for as long as required by insurance regulations and our carrier agreements. Inquiry information that does not lead to an application is kept only as long as it is useful for following up with you.
Your choices and rights
You can ask us what information we hold about you, ask us to correct it, ask us to delete information we are not required to keep, or opt out of marketing contact at any time. Email info@familybridgefinancial.com and we will respond within a reasonable period. Residents of states with specific privacy laws may have additional rights, and we honor those requests on the same basis.
Security
We use commercially reasonable safeguards to protect the information you send us. No method of transmission over the internet is completely secure, so please do not send sensitive documents by unencrypted email without asking us first.
Children
Our website is not directed to children under 13, and we do not knowingly collect information from them. Coverage applications for a child are always submitted by a parent or legal guardian.
Changes and contact
We may update this policy as our practices or the law change, and the revised version will be posted here. Questions about privacy can be sent to info@familybridgefinancial.com or raised with us by phone.