Privacy Policy 

Effective Date: October 8, 2025

Fortified Lineage Insurance Agency (“Fortified Lineage,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, share, and safeguard information you provide through our website and other communication channels. By accessing our website or engaging with our services, you agree to this Privacy Policy.

I. Information We Collect

We collect both Personal Information and Non-Personal Information from clients and visitors. Personal Information may include your name, email, address, phone number, or details submitted through our online forms. Non-Personal Information includes general analytics and site usage data that cannot personally identify you.

Information You Provide:
When you complete a contact form, request a quote, schedule a meeting, subscribe to our newsletter, or participate in estate planning through Encore Estate Plans.

Information Collected Automatically:
Our Squarespace-hosted site and analytics partners (Google Analytics, Tag Manager, and Meta Ads) collect browsing information such as IP address, device type, and pages visited. You can adjust cookie settings in your browser.

II. How We Use and Share Information

We use your information to:

  • Respond to inquiries and prepare insurance or estate-planning quotes.

  • Provide financial protection services such as life insurance, disability, and long-term care coverage.

  • Facilitate document preparation through Encore Estate Plans (see section below).

  • Send educational materials or newsletters (via MailerLite).

  • Maintain compliance with applicable laws and licensing.

We do not sell your personal information.

III. Estate Planning via Encore Estate Plans

Fortified Lineage may facilitate estate planning services in partnership with Encore Estate Plans, an independent third-party document preparation provider.
If you choose to engage with Encore through our office:

  • You may be redirected to Encore’s secure online platform to complete your documents.

  • Personal information entered on Encore’s system is collected and managed under Encore’s Privacy Policy, not Fortified Lineage’s.

  • Fortified Lineage does not provide legal advice. Legal services and document review are performed solely by Encore’s affiliated attorneys or by an attorney you select independently.

  • You are under no obligation to use Encore or its attorney network and may seek your own legal counsel at any time.

IV. Do Not Sell or Share My Personal Information

Fortified Lineage does not sell or share personal information for monetary gain. California residents may opt out of data sharing for cross-context behavioral advertising or similar purposes by contacting:
privacy@fortifiedlineage.com or using our Contact Form.
We will respond within the timeframes required by California law.

V. Children’s Privacy

Fortified Lineage offers life insurance products designed for children; however, our website and services are intended for use by adults. We do not knowingly collect information directly from minors under age 13. If a parent or guardian provides information for a child (such as for life insurance or estate planning), that data must be submitted by the adult acting on the child’s behalf.

VI. Data Security

We use reasonable administrative, technical, and physical safeguards to protect your data.
No online system is entirely secure, and by using our website you acknowledge these inherent risks.

VII. Links to Other Websites

Our website may contain links to third-party sites such as insurance carriers, financial tools, or Encore Estate Plans. We are not responsible for the content or privacy practices of these sites.
Please review each site’s privacy policy before providing personal information.

VIII. Your Rights and Choices

Depending on your jurisdiction, you may have the right to:

  • Access, correct, or delete your personal information.

  • Opt out of receiving marketing communications.

  • Request information about data shared with third parties.

  • To exercise these rights, contact privacy@fortifiedlineage.com.

IX. Changes to This Policy

We may update this Privacy Policy periodically. Changes will be reflected by a new “Effective Date” above.

X. Contact Us

Fortified Lineage Insurance Agency
Email: privacy@fortifiedlineage.com
Mailing Address: 803 Camarillo Springs Rd, Suite D, Camarillo, CA 93012
Website: https://www.fortifiedlineage.com

XI. Squarespace-Hosted Sites

This website is hosted on Squarespace, which may collect limited visitor data in accordance with its own Privacy Policy.