Privacy Policy

Last updated: January 1, 2025

1. Introduction

SureWealth Education ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our continuing education platform.

2. Information We Collect

We collect information that you provide directly to us, including:

  • Name, email address, and contact information
  • Insurance license number and state of licensure
  • Course progress and completion data
  • Exam scores and certificate information
  • Payment information (processed securely by our payment provider)

3. How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our CE courses
  • Process transactions and send related information
  • Track your course progress and generate certificates
  • Report CE credits to state insurance departments as required
  • Send you technical notices, updates, and support messages
  • Respond to your comments, questions, and requests

4. Information Sharing

We may share your information in the following circumstances:

  • With the Missouri Department of Insurance to report CE credits (required by law)
  • With service providers who assist in our operations
  • To comply with legal obligations
  • To protect our rights and the safety of our users

We do not sell your personal information to third parties.

5. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes encryption, secure servers, and regular security assessments.

6. Data Retention

We retain your information for as long as your account is active or as needed to provide services. We also retain records as required by state insurance regulations, typically for a minimum of 5 years after course completion.

7. Your Rights

You have the right to:

  • Access and receive a copy of your personal data
  • Correct inaccurate personal data
  • Request deletion of your personal data (subject to legal retention requirements)
  • Opt out of marketing communications

8. Contact Us

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

Email: privacy@surewealth-education.com
Phone: 1-800-555-0123
Address: SureWealth Education, 123 Insurance Way, St. Louis, MO 63101