Legal
Privacy policy
Rooted & Rising Financial is a practice of Steven A. Roberts, licensed insurance agent in Kentucky (License #866013). This notice explains what happens to the information you share here.
What we collect
When you complete the quiz we record your answers, along with the name, email address and mobile number you provide if you choose to book a call. We also record the page you came from and standard marketing parameters such as utm tags, so we know which message brought you here.
How we use it
Your answers are used only to prepare for your call and to recommend coverage that fits. We use your contact details to reach you about the request you submitted, by phone, text or email. Consent is not required to buy anything, and you can reply STOP at any time to end text messages.
What we never do
We do not sell your information. We do not share it with third parties for their own marketing. We do not use your answers to make automated decisions about eligibility.
How long we keep it
Quiz answers and contact details are kept while your request is active. You can ask us to delete your information at any time and we will remove it, except where we are required to retain records by insurance regulation.
Your choices
You may ask to see, correct or delete the information we hold about you, and you may withdraw consent to be contacted. Reach Steven through the number or email on your booking confirmation and we will act on the request.