Privacy Policy
This policy is effective as of June 5, 2025
Introduction
“This site is operated by Leilanie Gonzales, a licensed life insurance agent contracted with Greatway Financial. The platform is powered by CRM, our secure communications system.” or something like that. This sets context, avoids ambiguity, and clarifies who the user is dealing with.
Scope of this Policy
Our Privacy Policy describes how we manage Personal Information and privacy choices. It applies when the public visits our website(s), apply for a product or service, become a customer, communicate, or interact with us, or when an applicant or customer provides us with information.
Compliance
Our Privacy Policy describes how we manage Personal Information a
This policy complies with Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA), applicable provincial privacy laws (e.g., Alberta’s PIPA), and messaging compliance regulations including Canada’s Anti-Spam Law (CASL). Where applicable, U.S. telecom regulations such as A2P 10DLC are also followed.
nd privacy choices. It applies when the public visits our website(s), apply for a product or service, become a customer, communicate, or interact with us, or when an applicant or customer provides us with information.
Collection and Use of Personal Information
Information is collected by licensed life insurance agents through forms, consultations, and application. Data may be stored securely on encrypted servers hosted by third-party providers, including servers outside of Canada, such as in the United States. Information collected may include:
Name, email, phone number
Insurance and financial details
Communication preferences
We use this data to:
Provide advisory services
Submit insurance applications
Send appointment reminders and client service updates
Ensure legal and regulatory compliance
Messaging & A2P Compliance
We use CRM, our secure communications platform, to send text messages.
If you choose to opt into our text messaging service, we will collect your mobile phone number and your consent to receive messages from us. Messages may include account updates, promotional offers, or alerts. Your number will not be shared or sold to third parties.
By submitting your phone number, you agree to receive:
Service-Related Texts (e.g. appointment reminders, onboarding support, etc.)
Marketing/Promotional Texts (only with your express consent)
Messages are sent through CRM, a registered A2P-compliant platform. You can opt out anytime by replying STOP on SMS and click the UNSUBSCRIBE link in an email.
Standard message and data rates may apply.
We comply with CASL, PIPEDA, and applicable Canadian regulations regarding consumer privacy and data protection. You can opt-out at any time by replying STOP.
Consent and Disclosure
Implied consent applies when the purpose of data collection is obvious, and you voluntarily provide your information — such as when requesting a quote or booking an appointment. We may share your information with insurance carriers, compliance administrators, and licensed partners only to fulfill legal or contractual requirements
Data Storage & Security
Our CRM may store your information on secure servers located in the United States. All data is encrypted at rest and in transit. In the event of a data breach that poses a real risk of significant harm, we will notify affected individuals and the Privacy Commissioner of Canada as required by law.
Data Retention
We retain your information as long as necessary to fulfill service obligations or regulatory requirements. You may withdraw consent at any time, although this may limit our ability to continue providing services, depending on insurance carrier requirements.
Access, Accuracy & Corrections
To request access or corrections, please email [email protected]. We will respond within 3 business days.
Requests to Withdraw Consent
You may, at any time, submit a request to withdraw consent to the collection, use, disclosure, or storage of you Personal Information.
Succession or Transfer
If we leave the industry or sell our book of business, your information may be transferred to a licensed replacement agent under supervision of our compliance partner.
Contact Information
Privacy-related inquiries may be directed to
Leilanie Gonzales
You may also contact our Privacy Officer at Greatway Financial
You may also contact:
Office of the Privacy Commissioner of Canada
30 Victoria Street, Gatineau, QC K1A 1H3
1-800-282-1376