DMI Wealth Management & Insurance Solutions (“we,” “our,” “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and protect the information you provide when interacting with our business, including through online forms, advertisements, and other communications.

We may collect the following types of information:

• Personal Information: Name, phone number, email address, ZIP code, and other information you provide through lead forms or when contacting us directly.

• Insurance Information: Details about your current or desired coverage, policy interests, or timing preferences.

• Technical Information: Non-personal data such as browser type, device information, and site usage data collected through cookies or similar technologies.

We collect and use your information to:

• Provide personalized insurance quotes and services

• Connect you with licensed agents for follow-up calls, texts, or emails

• Improve our marketing and customer experience

• Comply with legal and regulatory obligations

We will never sell your personal information to unaffiliated third parties.

We may share your information only with:

• Licensed insurance agents and carriers for the purpose of providing quotes and coverage options

• Service providers that assist us in operating our business (e.g., CRM, quoting software)

• Regulators or legal authorities when required by law

All third parties are required to keep your information secure and use it only for authorized purposes.

We use industry-standard security measures to protect your personal information from unauthorized access, use, or disclosure. Only authorized personnel have access to the information you provide.

You may:

• Request access to the personal information we hold about you

• Ask us to update or correct your information

• Request that we delete your information, subject to applicable law

To exercise these rights, contact us using the information below.

Our website or forms may contain links to external sites. We are not responsible for the content or privacy practices of those third-party sites.

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

DMI Wealth Management & Insurance Solutions
📍 110 East Broadway Street

Sweetwater, TX 79556

📞 Office: 325-235-1718

Fax: 325-235-8221

✉️ wealth@dmi.solutions
🌐 Dmi.solutions