Privacy Notice
About this service
Client Form Portal is used to collect the information requested for your life insurance application. It is not operated by an insurance carrier.
What we collect
Only the information a specific request asks for. For banking requests this is the account holder's name, bank name, routing number, account number and account type. We also keep a record of when a link was opened, verified and submitted.
Why we collect it
To complete the payment section of your life insurance application. Submitting a form does not authorize a withdrawal.
Who receives it
Only the insurance professional who sent you the request can view the details you submit. They may use them to complete your application with the carrier.
How it is protected
Each request uses a private link and a verification code sent to you. Submitted banking details are encrypted when stored, and links can expire or be cancelled by your insurance professional.
How long it is kept
Your insurance professional can delete submitted details once they are no longer needed.
Questions or corrections
Contact the insurance professional who sent you your link.