Privacy Policy
Effective Date: 10/1/2025
Stephens Financial Group (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting it through this Privacy Policy. This policy explains how we collect, use, disclose, and safeguard your information when you visit our website Stephensfinancialgroup.com or interact with us regarding our insurance and financial products and services.
By using our website or services, you agree to the terms of this Privacy Policy.
Information We Collect
We may collect the following types of information:
- Personal Information: Name, address, phone number, email address, date of birth, Social Security number, driver’s license number, health-related information, financial account information, and other identifiers necessary to provide insurance or financial services.
- Non-Personal Information: Browser type, IP address, device information, cookies, and browsing behavior on our site.
- Third-Party Information: Information obtained from carriers, affiliates, or business partners to help us provide services.
How We Use Your Information
We may use the information we collect for purposes including but not limited to:
- Providing, quoting, and servicing insurance and financial products.
- Communicating with you about your account, policy options, and services.
- Processing applications, claims, and transactions.
- Meeting legal, regulatory, and compliance requirements (including under Texas law).
- Improving our website, services, and customer experience.
- Sending educational materials, marketing communications, or promotional offers (with the option to opt out).
How We Share Your Information
We do not sell your personal information. We may share your information with:
- Insurance Carriers and Financial Partners: To underwrite, process, and service policies.
- Service Providers: Vendors who perform services on our behalf (e.g., IT, marketing, data hosting).
- Legal and Regulatory Authorities: As required to comply with Texas or federal law.
- Business Transfers: In connection with a merger, acquisition, or sale of our business.
Texas-Specific Privacy & Security Disclosures
- Privacy Notice: As required by the Texas Insurance Code and federal law, we provide an initial and annual privacy notice describing how we handle nonpublic personal information.
- Data Breach Notification: In accordance with the Texas Identity Theft Enforcement and Protection Act, if a breach of system security occurs involving your sensitive personal information, we will provide prompt notice as required by law.
- Social Security Number Protection: We limit the collection, use, and disclosure of Social Security numbers to what is legally permitted and necessary to provide our services.
Cookies and Tracking Technologies
Our website may use cookies, web beacons, and other tracking technologies to enhance your browsing experience, analyze site traffic, and tailor content. You may adjust your browser settings to refuse cookies, but some features may not function properly.
Data Security
We implement administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, alteration, or destruction. While we take reasonable steps to secure your data, no system or method of transmission over the Internet is 100% secure.
Your Rights and Choices (Texas Residents)
Texas law requires us to safeguard your information and allows you to:
- Request a copy of our privacy notice at any time.
- Opt out of the sharing of your personal information with nonaffiliated third parties for marketing purposes, subject to legal exceptions.
- Request corrections to personal information we maintain about you.
To exercise these rights, please contact us using the information below.
Children’s Privacy
Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from minors.
Links to Other Websites
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. The updated version will be posted on our website with a revised “Effective Date.”
Contact Us
If you have questions or concerns about this Privacy Policy, please contact us:
Stephens Financial Group
1529 Bethlehem Rd
Allen, Texas 75002
Phone: 214-491-2744
Email: Jake.Stephens.SFG@gmail.com