{"id":8432,"date":"2026-04-29T14:35:52","date_gmt":"2026-04-29T21:35:52","guid":{"rendered":"https:\/\/sdmohn.com\/?page_id=8432"},"modified":"2026-04-29T14:50:03","modified_gmt":"2026-04-29T21:50:03","slug":"privacy-policy","status":"publish","type":"page","link":"https:\/\/sdmohn.com\/?page_id=8432","title":{"rendered":"Privacy Policy"},"content":{"rendered":"\t\t
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Privacy Policy<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Privacy Policy<\/strong><\/p>

Effective Date: April 29, 2026<\/strong><\/p>

This Privacy Policy explains how SD Mohn Insurance Services, Inc.<\/b>\u00a0(referred to as \u201cwe,\u201d \u201cus,\u201d or \u201cour\u201d) collects, uses, discloses, and safeguards your personal information when you visit our website, use our services, or interact with us as a client or prospective client.<\/p>

We are an independent insurance brokerage specializing in life insurance, disability insurance, and strategic financial planning solutions focused on tax mitigation, estate planning, retirement planning, succession planning, and legacy building. Protecting your privacy and the confidentiality of your information is one of our highest priorities.<\/p>

1. Information We Collect<\/h3>

We collect the following categories of information:<\/p>

Personal Information You Provide<\/strong><\/p>

  • Contact information (name, email address, phone number, mailing address)<\/li>
  • Demographic and professional information (age, occupation, income, family status)<\/li>
  • Financial information (net worth, assets, retirement accounts, tax situation)<\/li>
  • Health and medical information (required for insurance underwriting and quoting)<\/li>
  • Estate and succession planning details (beneficiaries, business ownership, legacy goals)<\/li>
  • Account credentials and communications with us<\/li><\/ul>

    \u00a0<\/strong><\/p>

    Information Collected Automatically<\/strong><\/p>

    • IP address, browser type, device information, and operating system<\/li>
    • Website usage data (pages visited, time spent, clickstream data)<\/li>
    • Cookies, web beacons, and similar tracking technologies (see Section 6)<\/li><\/ul>

      \u00a0<\/strong><\/p>

      Information from Third Parties<\/strong><\/p>

      • Data from insurance carriers, underwriters, and reinsurance partners<\/li>
      • Public records or background data relevant to insurance applications<\/li>
      • Referrals or information provided by your advisors (accountants, attorneys, financial planners)<\/li><\/ul>

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        2. How We Collect Your Information<\/h3>
        • Directly from you when you fill out forms, request quotes, schedule consultations, or communicate with us<\/li>
        • Through our website, client portal (if applicable), email, phone, or in-person meetings<\/li>
        • Automatically through cookies and analytics tools<\/li>
        • From insurance carriers and service providers during the application and underwriting process<\/li><\/ul>

          \u00a0<\/h3>

          3. How We Use Your Information<\/h3>

          We use your personal information to:<\/p>

          • Provide insurance quotes, applications, and policy services<\/li>
          • Perform underwriting, risk assessment, and eligibility determinations<\/li>
          • Facilitate tax-efficient planning, estate planning, and legacy strategies<\/li>
          • Communicate with you about your policies, renewals, and service updates<\/li>
          • Improve our website, services, and client experience<\/li>
          • Comply with legal and regulatory obligations (including anti-money laundering and insurance regulations)<\/li>
          • Detect and prevent fraud<\/li>
          • Market our services (only with your consent where required by law)<\/li><\/ul>

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            4. Sharing Your Information<\/h3>

            We may share your information with:<\/p>

            • Insurance Carriers & Underwriters<\/strong> \u2014 to obtain quotes, process applications, and administer policies<\/li>
            • Service Providers<\/strong> \u2014 such as technology platforms, marketing agencies, and professional advisors who assist us (under strict confidentiality agreements)<\/li>
            • Your Designated Advisors<\/strong> \u2014 accountants, attorneys, or financial planners you authorize<\/li>
            • Regulatory Authorities<\/strong> \u2014 when required by law<\/li>
            • In Business Transfers<\/strong> \u2014 in the event of a merger, acquisition, or sale of assets<\/li><\/ul>

              We do <\/span>not<\/strong> sell your personal information to third parties for monetary compensation.<\/span><\/p>

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              5. Data Security<\/h3>

              We implement reasonable administrative, technical, and physical safeguards to protect your personal and health information. However, no security system is impenetrable, and we cannot guarantee absolute security.<\/p>

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              6. Cookies and Tracking Technologies<\/h3>

              Our website uses cookies and similar technologies to enhance user experience, analyze traffic, and deliver personalized content. You can manage cookie preferences through your browser settings. We may also use Google Analytics or similar tools (anonymized where possible).<\/p>

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              7. Your Rights and Choices<\/h3>

              Depending on your location, you may have the following rights:<\/p>

              • Access, correct, or delete your personal information<\/li>
              • Opt out of certain data processing or marketing communications<\/li>
              • Withdraw consent where applicable<\/li>
              • Restrict processing in certain circumstances<\/li><\/ul>

                To exercise these rights, please contact us using the information below. We will respond within the timeframes required by applicable law (typically 30\u201345 days).<\/p>

                California Residents<\/strong> (CPRA): You have additional rights including the right to know, delete, and opt-out of the sale\/sharing of personal information. We do not sell your data.<\/p>

                EEA \/ UK Residents<\/strong> (GDPR): You have enhanced rights regarding your personal data. Contact us to exercise them.<\/p>

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                8. Children\u2019s Privacy<\/h3>

                Our website and services are not directed to children under the age of 18. We do not knowingly collect personal information from children.<\/p>

                \u00a0<\/h3>

                9. International Transfers<\/h3>

                If you are located outside the United States, your information may be transferred to and processed in the United States. We take appropriate safeguards to protect your data during such transfers.<\/p>

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                10. Changes to This Privacy Policy<\/h3>

                We may update this Privacy Policy from time to time. We will notify you of material changes by posting the new policy on our website and updating the effective date.<\/p>

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                11. Contact Us<\/h3>

                If you have any questions or concerns about this Privacy Policy or our data practices, please contact us:<\/p>

                Email:<\/strong>\u00a0contact@sdmohn.com\u00a0<\/p>

                Phone:<\/strong>\u00a0(916) 969-7628\u00a0<\/p>

                Mail:<\/strong> SD Mohn Insurance Services, Inc.\u00a0 \u00a0<\/p>

                6462 N. Losee Rd., #110\u00a0 \u00a0<\/p>

                N. Las Vegas, NV 89086<\/p>

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                Privacy Policy Privacy Policy Effective Date: April 29, 2026 This Privacy Policy explains how SD Mohn Insurance Services, Inc.\u00a0(referred to as \u201cwe,\u201d \u201cus,\u201d or \u201cour\u201d) collects, uses, discloses, and safeguards your personal information when you visit our website, use our services, or interact with us as a client or prospective client. We are an independent […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-8432","page","type-page","status-publish","hentry"],"yoast_head":"\nPrivacy Policy - www.sdmohn.com<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sdmohn.com\/?page_id=8432\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Privacy Policy - www.sdmohn.com\" \/>\n<meta property=\"og:description\" content=\"Privacy Policy Privacy Policy Effective Date: April 29, 2026 This Privacy Policy explains how SD Mohn Insurance Services, Inc.\u00a0(referred to as \u201cwe,\u201d \u201cus,\u201d or \u201cour\u201d) collects, uses, discloses, and safeguards your personal information when you visit our website, use our services, or interact with us as a client or prospective client. We are an independent […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/sdmohn.com\/?page_id=8432\" \/>\n<meta property=\"og:site_name\" content=\"www.sdmohn.com\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-29T21:50:03+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/sdmohn.com\\\/?page_id=8432\",\"url\":\"https:\\\/\\\/sdmohn.com\\\/?page_id=8432\",\"name\":\"Privacy Policy - www.sdmohn.com\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/sdmohn.com\\\/#website\"},\"datePublished\":\"2026-04-29T21:35:52+00:00\",\"dateModified\":\"2026-04-29T21:50:03+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/sdmohn.com\\\/?page_id=8432#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/sdmohn.com\\\/?page_id=8432\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/sdmohn.com\\\/?page_id=8432#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/sdmohn.com\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Privacy Policy\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/sdmohn.com\\\/#website\",\"url\":\"https:\\\/\\\/sdmohn.com\\\/\",\"name\":\"www.sdmohn.com\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\\\/\\\/sdmohn.com\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/sdmohn.com\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/sdmohn.com\\\/#organization\",\"name\":\"www.sdmohn.com\",\"url\":\"https:\\\/\\\/sdmohn.com\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/sdmohn.com\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/sdmohn.com\\\/wp-content\\\/uploads\\\/2019\\\/09\\\/SD-Mohn-Logo-e1768604651613.png\",\"contentUrl\":\"https:\\\/\\\/sdmohn.com\\\/wp-content\\\/uploads\\\/2019\\\/09\\\/SD-Mohn-Logo-e1768604651613.png\",\"width\":500,\"height\":181,\"caption\":\"www.sdmohn.com\"},\"image\":{\"@id\":\"https:\\\/\\\/sdmohn.com\\\/#\\\/schema\\\/logo\\\/image\\\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Privacy Policy - www.sdmohn.com","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/sdmohn.com\/?page_id=8432","og_locale":"en_US","og_type":"article","og_title":"Privacy Policy - www.sdmohn.com","og_description":"Privacy Policy Privacy Policy Effective Date: April 29, 2026 This Privacy Policy explains how SD Mohn Insurance Services, Inc.\u00a0(referred to as \u201cwe,\u201d \u201cus,\u201d or \u201cour\u201d) collects, uses, discloses, and safeguards your personal information when you visit our website, use our services, or interact with us as a client or prospective client. 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