Who we are
Our website address is: https://moneyviewpoint.com. Operated by Joneric Bohman.
What personal data we collect and why we collect it
Contact forms
Contact form information is kept private for the purpose of contacting the submitter to assist them with their life and health insurance requests. Nothing will be shared with other parties save for those needed to continue the insurance process such as carriers, or other agents I work with.
How long we retain your data
I will retain information so long as you are a client though I will delete anything personal beyond name, phone number, and address as soon as an application is finalized. Medicare or health-related information such as the scope of appointments will be held for up to 10 years (generally through a carriers enrollment platform).
Where we send your data
Information sent to me is kept by me for the strict purpose of applying for insurance. It is therefore only sent to applicable carriers and other advisors to help with your situation and needs.