Privacy Policy

Draft placeholder — last reviewed August 2026. This page is a structural template only and has not been reviewed by legal counsel. Replace this content with a policy prepared or approved by Settlement Group's attorney before this site goes live.

What information we collect

When you use our calculator, contact form, or professional referral form, we may collect information such as your name, contact details, date of birth, general health information, and details about your life insurance policy. We collect only what's needed to evaluate whether a life settlement may be a fit for you.

How we use your information

We use the information you provide to respond to your inquiry, prepare a policy estimate, and — if you choose to move forward — present your policy to our network of licensed buyers. We do not sell your personal information to third parties for marketing purposes.

Who we share information with

To evaluate or process a life settlement, we may share relevant policy and health information with licensed buyers, escrow agents, insurance carriers, and other parties directly involved in a transaction you've chosen to pursue. Information is shared only as needed to complete that transaction.

How we protect your information

We use reasonable administrative, technical, and physical safeguards to protect the information you share with us. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Your choices

You can ask us to correct, update, or delete the personal information we hold about you, or opt out of marketing communications at any time, by contacting us using the information below.

Cookies & analytics

This site may use cookies or similar technologies for basic analytics and site functionality. You can control cookies through your browser settings.

Contact us

Questions about this policy can be directed to inquiries@settlementgroup.io or (561) 461-9628.