PFG LEGAL

Privacy Policy

Effective Date: August 31, 2026

PFG LIFE LLC (“PFG,” “we,” “us,” or “our”) respects your privacy and is committed to handling personal information responsibly. This Privacy Policy explains how we may collect, use, disclose, and protect information when you visit our website, submit a form, schedule an appointment, communicate with us, or request information about our services.

Information We Collect

We may collect information that you voluntarily provide to us, including your name, email address, telephone number, state, primary area of interest, appointment information, message content, communication preferences, and other information you choose to provide.

When you use our website, certain technical information may also be collected automatically through our website platform, security tools, cookies, analytics technologies, or similar services. This information may include your IP address, browser type, device information, referring website, pages viewed, and the date and time of your visit.

If you decide to pursue insurance coverage or another financial protection solution, additional information may be requested through separate application, underwriting, or insurance-carrier processes. This may include financial, health, identity, beneficiary, or other information needed to evaluate eligibility or complete an application.

Please do not submit Social Security numbers, full medical histories, banking information, or other highly sensitive information through a general website contact form unless PFG specifically directs you to an appropriate secure process.

How We Use Information

We may use information we collect to respond to questions and requests, schedule and manage appointments, provide information about insurance and retirement-related options, communicate with you about services you requested, follow up on inquiries, maintain business records, improve our website and services, prevent fraud or misuse, comply with applicable laws and regulatory requirements, and carry out other purposes disclosed when information is collected.

How We May Disclose Information

We may disclose personal information when reasonably necessary to provide services you request. This may include disclosure to service providers that help us operate our website, customer relationship management system, appointment scheduling, communications, data hosting, security, or other business functions.

When appropriate and authorized, information may also be provided to licensed insurance professionals, insurance companies, underwriting organizations, or other parties involved in evaluating, applying for, issuing, or servicing an insurance product.

We may also disclose information when required by law, regulation, court order, legal process, or governmental request, or when reasonably necessary to protect PFG, our clients, or others.

PFG LIFE LLC does not sell personal information for monetary consideration.

Mobile Phone and Text Messaging Information

If you provide a mobile telephone number and consent to receive text messages, PFG may send messages consistent with the consent you provided. Messages may include responses to inquiries, appointment-related communications, service-related follow-up, educational information, or marketing messages when you have separately consented to marketing communications.

Message frequency may vary. Message and data rates may apply. You may reply STOP to opt out of text messages and HELP for assistance.

Consent to receive marketing text messages is not a condition of purchasing insurance products or services.

Mobile information and text-messaging opt-in data and consent will not be shared with third parties or affiliates for their own marketing or promotional purposes. Information may be provided to telecommunications providers, messaging platforms, aggregators, or other service providers as necessary to deliver and manage messages.

Email Communications

If you receive marketing emails from PFG, you may unsubscribe using the unsubscribe instructions included in the message. We may still send non-marketing communications that are necessary to respond to an inquiry, manage an appointment, or provide a service you requested.

Cookies and Similar Technologies

Our website may use cookies and similar technologies for website functionality, security, analytics, performance measurement, and, if enabled, advertising or remarketing.

You may be able to manage cookies through your browser or device settings. Some website functions may not operate properly if certain cookies are disabled.

Certain analytics or advertising technologies may be treated as “sharing” or targeted advertising under some state privacy laws. Where applicable, PFG will provide legally required choices or opt-out methods.

Data Retention

We may retain personal information for as long as reasonably necessary to provide requested services, maintain appropriate business and regulatory records, comply with legal obligations, resolve disputes, prevent fraud, and enforce agreements.

Retention periods may vary depending on the type of information and the reason it was collected.

Data Security

PFG uses reasonable administrative, technical, and organizational measures intended to protect personal information against unauthorized access, use, alteration, or disclosure.

No website, communication system, or method of electronic storage can be guaranteed to be completely secure. We encourage you to use care when sending sensitive information electronically and to follow any secure submission instructions provided by PFG.

Your Privacy Rights

Depending on where you live and which laws apply to PFG, you may have rights concerning your personal information. These may include the right to request access to information, request correction, request deletion, receive information about certain disclosures, or opt out of certain uses or sharing.

To submit a privacy-related request, contact PFG using the information provided below. We may need to verify your identity before completing certain requests.

Children’s Privacy

This website is intended for adults and is not directed to children under 13. PFG does not knowingly collect personal information directly from children under 13 through this website.

Third-Party Websites and Services

Our website may contain links to third-party websites, insurance companies, scheduling providers, or other services. PFG is not responsible for the privacy practices or content of third-party websites. We encourage you to review their privacy policies before providing personal information.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, services, or legal requirements. The effective date shown at the top of this page will indicate when the policy was most recently updated.

Contact PFG

PFG LIFE LLC
Phone: 208-417-7295
Email: [email protected]

PFG LIFE LLC operates under the brand Productive Financial Group (PFG).

824 Oak Knoll Dr
Mountain Home, AR 72653

Insurance products are subject to eligibility and underwriting. Product availability varies by state. Guarantees are backed by the claims-paying ability of the issuing insurance company. Information provided is for educational purposes and is not individualized tax or legal advice. Consult a qualified tax or legal professional regarding your individual circumstances.

© 2026 PFG LIFE LLC. All rights reserved.