Privacy Policy
Effective date: September 4, 2026
About this policy
AEGIS Financial & Life (“AEGIS,” “we,” or “us”) respects your privacy. This policy explains how we handle information collected through aegisfinancialandlife.com, our website forms, and marketing inquiries that link to this policy.
This policy covers requests for educational resources, general inquiries, and introductory conversations. Separate privacy notices may apply to investment advisory, insurance, or other professional services.
Information you provide
Depending on the form you complete, we may collect your name, email address, telephone number, communication preferences, and information you voluntarily provide about your financial interests or questions.
Educational checkups may also request general information about account or coverage types, approximate financial ranges, planning priorities, and whether you have considered available options.
Our public marketing forms are not intended to collect medical information, Social Security numbers, account or policy numbers, passwords, or financial statements. Please do not include these details in form responses or ordinary email.
How we use your information
We use submitted information to provide requested educational materials, respond to questions, understand your interests, and arrange or conduct follow up related to your inquiry.
When you choose to receive optional marketing communications, we may also send educational information and updates related to our services.
We do not treat completion of a checkup as an instruction to purchase a product, transfer an account, or establish an advisory relationship.
Website and contact management services
We use Webador to host our website and HubSpot to collect form submissions, maintain contact records, and manage inquiries and communication preferences.
Information you submit through an embedded HubSpot form is processed through HubSpot, even when the form appears on the AEGIS website.
Aegis Financial and Life does not sell information submitted through our website or marketing forms, provide it to other organizations for their own marketing, or upload it to advertising platforms for audience targeting.
We use service providers, including Webador and HubSpot, to operate our website, receive inquiries, and manage responses. These providers process information in connection with those services.
If you become a client, any information handling needed to provide the services you request will be addressed through the applicable client agreements and privacy notices.
Cookies and website activity
Our website and online forms use cookies and similar technologies to support website operation, security, visitor preferences, and analytics. Our hosting and form providers may process technical information such as IP addresses, browser information, page visits, and interactions with forms.
Webador hosts our website and uses cookies and server logs to operate and maintain its services. HubSpot provides our online forms and uses security cookies. When permitted, HubSpot also uses analytics cookies to measure visits and recognize returning visitors.
On our HubSpot hosted forms, the cookie banner lets you accept or decline optional HubSpot analytics cookies. Necessary cookies may remain, including cookies used for security and to remember your choice. This choice is separate from permission to receive marketing emails.
Our forms also use Google reCAPTCHA to help prevent spam and automated abuse. This service uses cookies and processes information for security checks. The HubSpot cookie banner does not automatically control cookies from Google or other third-party services.
You can also manage or delete cookies through your browser settings. Blocking certain cookies may affect website or form features. Deleting cookies may remove your saved preferences.
Your communication choices
You may decline optional marketing communications and still request an educational resource or submit an inquiry.
To stop receiving marketing emails, use the unsubscribe link in those messages or contact us at james@aegisfinancialandlife.com. Unsubscribing from marketing does not necessarily stop communications needed to respond to a request you made or administer an existing service relationship.
Retention and protection of information
Information is retained according to the purpose for which it was collected and applicable business, legal, and regulatory requirements. No website, electronic transmission, or storage system can be guaranteed completely secure.
[Review note: Confirm AEGIS’s retention criteria, access restrictions, and security practices before final approval.]
Privacy requests
You may contact us to ask about information you have provided or request access, correction, or deletion. We may need to verify your identity before responding.
Requests are handled subject to applicable law, including any recordkeeping obligations or exceptions. Additional rights may apply depending on your location and the circumstances.
Other websites
Our website may link to resources provided by other organizations. Their websites and services have their own privacy policies. Please review those policies before providing information to them.
Changes to this policy
We will update this page when necessary to reflect changes in our practices or applicable requirements and revise the date shown above. Where required, we will provide additional notice of material changes.
Contact us
For privacy questions or requests, contact:
AEGIS Financial & Life
Email: james@aegisfinancialandlife.com
Telephone: (707) 688-5181
Please do not send sensitive account information or medical information by ordinary email.