Privacy Policy
Effective Date: February 19, 2026
Trevita Financial Services LLC (“Trevita,” “we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard information obtained through our website, agent portal, and related online services (collectively, the “Site”).
1. Information We Collect
We may collect personal, professional, and technical information, including but not limited to name, email address, phone number, mailing address, licensing information, agent onboarding data, login credentials, and any information voluntarily submitted through forms or applications.
We also automatically collect certain technical information, such as IP address, browser type, device identifiers, pages visited, and interaction data through cookies and similar technologies.
2. Sensitive Information and HIPAA
Trevita does not knowingly solicit protected health information (“PHI”) through public areas of the Site. However, certain insurance-related interactions may involve information subject to HIPAA or other privacy laws. Any such information is handled in accordance with applicable legal and regulatory requirements.
3. How We Use Information
Information collected may be used to recruit and support insurance agents, provide access to tools and resources, respond to inquiries, deliver marketing and educational materials, improve Site performance, maintain compliance records, and fulfill legal or regulatory obligations.
4. Cookies and Analytics
The Site uses cookies, pixels, and analytics tools to understand usage patterns, enhance functionality, and improve user experience. Users may manage or disable cookies through their browser settings; however, certain features of the Site may not function properly without cookies.
5. Third-Party Service Providers
We may share information with trusted third-party service providers, including CRM platforms, hosting providers, analytics services, and communication tools. These providers are permitted to use information solely for performing services on our behalf and are required to maintain appropriate security safeguards.
6. Marketing Communications
By submitting information through the Site, you consent to receive marketing or informational communications from Trevita. You may opt out of marketing communications at any time by following unsubscribe instructions or contacting us.
7. Data Security
We implement commercially reasonable administrative, technical, and physical safeguards designed to protect personal information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
8. Children’s Privacy
The Site is not intended for individuals under the age of 13. We do not knowingly collect personal information from children.
9. Changes to This Privacy Policy
We reserve the right to modify this Privacy Policy at any time. Updates will be posted on this page with a revised effective date.
10. Contact Information
Trevita Financial Services LLC
Email: admin@mytrevita.com
Phone: 855-698-7384
