Privacy Policy
Effective Date: June 2026
Professional Planning Group, Inc. (“we,” “our,” or “us”) respects your privacy and is committed to protecting the information you share with us through this website.
Information We Collect
We may collect information that you voluntarily provide through our website, including:
- Name
- Email address
- Phone number
- Occupation or medical specialty
- Information submitted through contact forms, quote requests, consultation requests, appointment scheduling, or other communications
We also collect certain non-personal information automatically through website analytics tools.
Website Analytics
This website uses Google Analytics to help us understand how visitors interact with our website. Google Analytics may collect information such as:
- Pages visited
- Time spent on the website
- Device and browser type
- Geographic region
- Referral sources
This information is used solely to improve website performance, functionality, and user experience.
Third-Party Service Providers
To help us operate our business and serve our clients, we may use trusted third-party service providers, including:
- Google Analytics for website analytics and performance measurement
- HubSpot for customer relationship management, marketing communications, and lead tracking
- Salesforce for customer relationship management and client record management
- Calendly for appointment scheduling and consultation booking
When you submit information through our website, schedule a meeting, or otherwise interact with our services, your information may be processed and stored by these service providers in accordance with their respective privacy policies and security practices.
We only use service providers that we believe are reputable and appropriate for conducting our business operations.
How We Use Your Information
Information submitted through this website may be used to:
- Respond to inquiries
- Provide disability insurance information and quotes
- Schedule consultations
- Improve our website and services
- Communicate regarding products and services you have requested
- Facilitate ongoing client service and support
Information you provide may be stored and managed within our customer relationship management and scheduling platforms, including HubSpot, Salesforce, and Calendly, to facilitate communication and service delivery.
We do not sell, rent, or share your personal information with unaffiliated third parties for marketing purposes.
Information Security
We maintain reasonable administrative, technical, and physical safeguards designed to protect the information submitted through our website. However, no method of internet transmission or electronic storage is completely secure, and we cannot guarantee absolute security.
Cookies
This website may use cookies and similar technologies to enhance user experience and collect website analytics data. You may choose to disable cookies through your browser settings.
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices, security, or content of those websites.
Sensitive Information
For your protection, please do not submit sensitive personal, medical, financial, or Social Security information through website contact forms or other unsecured communication methods.
Changes to This Privacy Policy
Professional Planning Group, Inc. reserves the right to update this Privacy Policy at any time. Any changes will be posted on this page with an updated effective date.
Contact Us
If you have any questions regarding this Privacy Policy, please contact:
Professional Planning Group, Inc.
Website: www.ownoccdisability.com