Privacy Policy

At Evergreen Wealth & Co., we understand the importance of protecting the privacy and security of our clients’ personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you interact with our life insurance and financial services.

1. Information We Collect:

We may collect personal information from you when you apply for our life insurance or financial products, interact with our website, or communicate with us through various channels.

This information may include but is not limited to:

- Name, address, date of birth, and contact details

- Financial information, such as income, assets, and liabilities

- Health and medical information relevant to insurance applications

- Employment information

- Other information necessary to provide our services or comply with legal requirements

2. How We Use Your Information:

We use the information collected for the following purposes:

-To process and administer your insurance or financial services application

- To verify your identity and assess eligibility for coverage or investment products

- To provide client support and respond to inquiries

- To personalize your experience and improve our services

- To comply with legal and regulatory obligations

3. Information Sharing and Disclosure:

We may share your personal information with third parties under the following circumstances:

- With service providers and business partners involved in delivering our services

- With Aspen Creek Wealth Strategies (ACWM) for business collaboration and client support purposes

- With regulatory authorities or law enforcement agencies as required by law

- With affiliates and subsidiaries for internal business purposes

- With your consent or as otherwise permitted by applicable law

4. Data Security:

We employ industry-standard security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. We regularly review and update our security practices to maintain confidentiality and integrity of your data.

5. Data Retention:

We retain personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.

6. Your Rights:

You have certain rights regarding your personal information, including the right to access, correct, or delete your data. You may also have the right to object to or restrict certain processing activities. To exercise these rights, please contact us using the information provided below.

7. Updates to this Privacy Policy:

We reserve the right to update or modify this Privacy Policy at any time. We will notify you of any material changes by posting the revised policy on our website or through other appropriate channels. Continued use of our services after the effective date constitutes acceptance of the changes.

8. Cookies:

We may use “cookies” and similar technologies to collect information about your usage of our website. Cookies help us understand how you use our site and improve your experience. You can manage or disable cookies through your browser settings; however, some features may not function properly without them.

9. Email Communication:

Evergreen Wealth & Co. may communicate with clients via email or other electronic means. We make every effort to ensure that these communications do not contain sensitive information. Please do not send private or financial data over email. If sensitive data needs to be shared, we will provide a secure method of communication.

Please note:

Evergreen Wealth & Co. does not accept trading or money movement instructions via email. Email communications may be subject to inspection by compliance officers or regulators. If you receive an email from us in error, please contact the sender and delete the message immediately.

Contact Us:

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at: Evergreen Wealth & Co. info@evergreenwealthco.com Effective Date: 10/8/2025 By using our services, you acknowledge that you have read and understood this Privacy Policy and agree to the collection, use, and disclosure of your personal information as described herein.