Privacy Policy

Last updated: April 30, 2026

Valeris Financial Group (“Valeris,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we collect when you visit valerisfinancialgroup.com or interact with us, how we use that information, and the choices you have. Please read it carefully.

1. Information We Collect

We collect information you provide directly to us when you:

Submit a contact or quote request form on our website
Call, email, or text us
Request information about insurance products, annuities, or retirement planning
Become a client and complete an application for an insurance product

The information we collect may include your name, email address, telephone number, mailing address, date of birth, employment information, financial information needed to provide quotes or process applications, and any other details you choose to share with us.

We also collect limited information automatically when you visit our website, including your IP address, browser type, pages visited, and referring website. This information is used to operate, secure, and improve our site.

2. How We Use Your Information

We use the information we collect to:

Respond to your inquiries and follow up on your requests
Provide you with quotes, illustrations, and information about insurance and financial products
Process and service insurance applications and policies
Send you informational and follow-up communications by email, phone, or text message (with your consent for SMS — see Section 4 below)
Comply with legal and regulatory obligations applicable to insurance agencies
Operate, maintain, and improve our website

3. How We Share Your Information

We share your information only as needed to provide the services you request and to meet legal obligations. Specifically, we may share information with:

Insurance carriers and underwriters when you request a quote or apply for a policy.
Service providers that help us operate our business (e.g., email, CRM, scheduling, and form-handling vendors), under contracts that require them to protect your information.
Regulators and legal authorities when required by law, subpoena, or other legal process.

We do not sell your personal information.

Mobile / SMS opt-in data: The phone numbers and SMS opt-in consent we collect will not be shared with any third parties or affiliates for marketing or promotional purposes. All other categories of information may be shared as described in this Section 3, but mobile opt-in data and consent information are excluded from any sharing with third parties.

4. Text Messaging (SMS) — A2P 10DLC Disclosure

If you provide your mobile phone number and check the SMS consent box on our contact form, or otherwise expressly consent, you agree to receive text messages from Valeris Financial Group related to your inquiry, follow-up communications, appointment reminders, and informational updates about insurance and financial topics relevant to your inquiry.

Program description

Valeris Financial Group uses SMS messaging to communicate with prospective and existing clients about quotes, applications, appointments, policy service, and related informational follow-ups.

Message frequency

Message frequency varies based on your activity and our communications with you. You will not receive recurring marketing messages without your express consent.

Message and data rates

Standard message and data rates may apply, depending on your wireless plan and carrier. Valeris Financial Group does not charge a separate fee for SMS messages.

How to opt out

You can opt out of SMS messages at any time by replying STOP to any message we send. After you reply STOP, you will receive a confirmation message and we will not send you further SMS messages unless you opt back in. You can opt back in by replying START or by contacting us.

How to get help

For help, reply HELP to any message we send, or contact us at (407) 640-1103 or info@valerisfinancialgroup.com.

Carrier disclaimer

Wireless carriers are not liable for delayed or undelivered messages.

Consent is not a condition of purchase

Your consent to receive text messages is not a condition of purchasing any product or service from Valeris Financial Group.

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. All other categories of information exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

5. Cookies and Analytics

Our website may use cookies and similar technologies to remember your preferences, understand how visitors use the site, and improve performance. You can control cookies through your browser settings. Disabling cookies may affect some functionality of our site.

6. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect the information we collect. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

7. Data Retention

We keep your information for as long as needed to provide our services, comply with legal and regulatory obligations applicable to insurance agencies, resolve disputes, and enforce our agreements. Insurance and financial records are subject to specific retention requirements that may exceed several years.

8. Children's Privacy

Our website and services are not directed to children under the age of 13, and we do not knowingly collect personal information from children under 13. If you believe a child has provided us information, please contact us so we can delete it.

9. Your Choices

You may:

Update or correct your personal information by contacting us
Request that we delete information we hold about you, subject to legal and regulatory retention requirements
Opt out of marketing emails by clicking the “unsubscribe” link in any marketing email we send
Opt out of SMS messages by replying STOP as described in Section 4

Residents of certain U.S. states (such as California, Colorado, Virginia, and others) may have additional rights under their state privacy laws, including rights to access, correct, delete, or limit the use of their personal information. To exercise these rights, please contact us using the information below.

10. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies before sharing information.

11. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date at the top of the page. Your continued use of our website or services after any changes constitutes your acceptance of the updated policy.

12. How to Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us:

Valeris Financial Group
Phone: (407) 640-1103
Email: info@valerisfinancialgroup.com