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TFG TOLBERT FINANCIAL GROUP

Privacy Policy

TFG Tolbert Financial Group · Last updated: October 1, 2026

1. Who we are

TFG Tolbert Financial Group ("TFG," "we," "us") provides this website to share educational information about health insurance, life insurance, disability income, annuities, and related financial strategies for individuals, families, and business owners. This Privacy Policy explains what information we collect when you use our website — including the coverage-gap questionnaire, strategy call booking, and contact forms — and how we use it.

2. Information we collect

Information you provide. When you use our forms, questionnaire, or booking flow, you may provide your name, email address, phone number, state of residence, and your answers to questionnaire questions about your current coverage.

Information collected automatically. We may collect basic technical information such as your device type, browser, and pages viewed. This may involve cookies or similar technologies.

3. How we use your information

We use your information to:

  • Deliver your questionnaire results, including your defense score and identified coverage gaps
  • Book and confirm your Strategy Call, and send reminders
  • Respond to your questions and requests
  • Share information about TFG's insurance and financial services that may interest you
  • Improve our website, questionnaire, and communications

4. Text messages

If you provide your mobile number and agree to receive texts, you consent to receive informational and marketing text messages from TFG Tolbert Financial Group at that number, which may be sent using automated technology. Consent is not a condition of purchase. Message and data rates may apply, and message frequency varies. Reply STOP to cancel at any time; reply HELP for help. We honor opt-outs promptly — once you reply STOP, you will not receive further marketing texts unless you opt back in.

5. How we share your information

We do not sell your personal information. We may share it only:

  • With trusted service providers who help us operate the website (for example, our customer relationship platform and our email and text messaging services) — they may use it only to perform services for us
  • When required by law, or to protect our rights
  • In connection with a business transfer (for example, a merger), with notice to you

6. Cookies and tracking

We may use cookies or similar tools to remember your preferences, understand how visitors use the website, and improve the experience. You can control cookies through your browser settings; disabling them may affect some features.

7. Data security

We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission over the internet is completely secure, so we cannot guarantee absolute security.

8. Data retention

We keep your information only as long as needed for the purposes described above, or as required by law and our record-keeping obligations as a licensed insurance practice.

9. Your choices and rights

You may at any time:

  • Unsubscribe from emails using the link in any email
  • Reply STOP to any text message to stop texts
  • Request access to, correction of, or deletion of your personal information by contacting us below

We will respond to verified requests within a reasonable time.

10. Children's privacy

This website is intended for adults. We do not knowingly collect personal information from children under 13. If you believe a child has provided us information, contact us and we will delete it.

11. Changes to this policy

We may update this policy from time to time. The "Last updated" date above will reflect the latest version, and material changes will be noted on this page.

12. Contact us

TFG Tolbert Financial Group
Phone: (728) 242-3597
Website: tolbertfinancialgroup.com

TFG Tolbert Financial Group

Your trusted partner in building generational wealth and securing your financial future.

Affiliated with AmeriLife Group and TruChoice Financial Group.

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Important Disclosures

TFG Tolbert Financial Group, LLC provides insurance-related education and services through appropriately licensed and appointed insurance professionals. Insurance product availability and features vary by carrier and jurisdiction and are subject to eligibility, underwriting, policy terms, limitations, exclusions and carrier approval. Guarantees associated with insurance products are subject to the claims-paying ability of the issuing insurance company. Nonguaranteed policy values, interest crediting and dividends, where applicable, may vary. Policy loans and withdrawals may reduce available cash value and death benefits, may cause a policy to lapse if not properly managed, and may have tax consequences. TFG Tolbert Financial Group, LLC does not provide legal or tax advice. Information presented on this website is for general educational purposes and should not be considered individualized legal, tax or investment advice. Clients should consult appropriately qualified professionals regarding their individual circumstances. Products and services may not be available in all states. Insurance recommendations and transactions are conducted only through appropriately licensed and appointed insurance professionals.

TFG does not provide tax advice. Tax treatment depends on individual circumstances and applicable law and may change. Clients should consult a qualified tax professional regarding their individual situation.

When wills, trusts, estate documents or legal advice are needed, we encourage clients to work with qualified estate-planning attorneys and other appropriate professionals. TFG does not draft legal documents or provide legal advice.

© 2026 TFG Tolbert Financial Group. All rights reserved.

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