Gramm-Leach-Bliley Act & Privacy Policy

In accordance with the Gramm-Leach-Bliley Act (GLBA) and the National Association of Insurance Commissioners (NAIC) Data Security Model Law, Gracewell Financial Group maintains strict physical, electronic, and procedural safeguards to protect your Nonpublic Personal Information (NPI).

During the intake or collaborative strategy phase, we may collect sensitive data including your name, contact information, occupational earnings tier, financial asset estimates, and health histories relevant to life or long-term care insurance underwriting. This data is transmitted via 256-bit SSL encryption and stored within secure, access-controlled financial CRM databases.

By providing your mobile telephone number and checking the consent box on any submission form on www.gracewell.us, you grant express written consent to receive marketing, operational, and strategy-related communications via phone call, automated dialing systems, and SMS/MMS text messages from Gracewell Financial Group to the number provided. Consent is a condition of information gathering but is not a requirement to purchase any product. Message and data rates may apply. Message frequency varies. You may opt out instantly at any time by replying "STOP" to any mobile message received, or by emailing insights@gracewell.us with the subject line "SMS Opt-Out."