Privacy Policy & Disclosures
Bright Path Financial · Contact: harliemacmillan@gmail.com · (386) 347-9199
Information we collect
When you complete a questionnaire or request a consultation, we collect the information you choose to submit, such as your name, contact details, state, insurance interest, age or age range, and preferred callback time. Do not submit Social Security numbers, banking details, or sensitive medical information.
How we use information
We use submitted details to respond to your inquiry, arrange a requested conversation, discuss products you asked about, and maintain records of those communications as appropriate. Submitting a form does not purchase coverage or confirm an appointment.
Form provider and data handling
Form submissions are transmitted to and stored by Formspree, a third-party form processing service, and may be delivered to the email inbox used by Bright Path Financial. Review Formspree's privacy policy for information about its handling of form submissions. Internet transmission and storage cannot be guaranteed completely secure.
Contact preferences
By checking the form consent box, you request and authorize personal follow-up by phone or email about your inquiry. The form does not request permission for automated promotional calls or text messages. You can ask us to stop contacting you at any time.
Access and deletion requests
To ask about information you've submitted, or request correction or deletion where applicable, email harliemacmillan@gmail.com. Certain records may need to be retained under applicable laws.
Insurance and annuity disclosures
Content is general educational information, not a binding quote or an offer where the producer or insurer is not authorized. Coverage, pricing, product availability, eligibility, and underwriting vary by state and insurer. No approval or benefit is guaranteed. Annuities may involve surrender charges, fees, liquidity restrictions, and tax considerations. Bright Path Financial is not providing tax or legal advice through this website.
Before publishing, have this policy and all insurance advertising disclosures reviewed for the states where you market, and confirm they accurately describe your operations and vendors.