Effective Date: February 12, 2026 

Lendistry Insurance Fulfillment Team, LLC (“LIFT,” “we,” “our,” or “us”, doing business as Lendistry Insurance Fulfillment Team Agency in California and Lendistry Insurance Fulfillment Team Agency, LLC in New York) is committed to protecting your privacy. This Privacy Policy explains:  

• What information we may collect 

• How we use it 

• How we share it 

• The rights available to you under applicable state law 

• How you may exercise those rights 

This Policy applies to information collected through our website and related services.   By accessing or using our website, you acknowledge that you have read this Privacy Policy and understand how we collect, use, and disclose information as described herein. 

Scope of Our Services 

LIFT operates as a licensed insurance agency and referral source. Through our website, we may: 

• Collect contact information from individuals or businesses 

• Connect you with licensed insurance partners or carriers 

• Facilitate introductions to affiliated companies 

We do not issue insurance policies through this website. 

Categories of Information We Collect 

We may collect the following categories of Personal Information, as defined under applicable state law: 

Information You Provide Directly 

• Name 

• Email address 

• Phone number 

• Business name 

• Information included in inquiry messages 

Information Collected Automatically 

• IP address 

• Browser type 

• Device information 

• Usage and interaction data 

• Referring URLs 

We use standard website technologies, including cookies and analytics tools, to understand website usage and improve performance. You may control certain cookie settings through your browser or device preferences. 

Information from Embedded Tools 

If you choose to interact with embedded forms, quote tools, or referral services made available through our website, the third-party insurance producers, agencies, carriers, or service providers operating those tools may collect information directly from you. 

When you provide information directly to those third parties, their privacy policies and terms will govern their collection and use of your information. We encourage you to review those policies before submitting information. 

“Personal Information” does not include information that has been de-identified, anonymized, or aggregated in accordance with applicable law. We may use de-identified or aggregated information for analytics, reporting, and business improvement purposes. 

How We Use Information 

We collect and use Personal Information for the following business purposes: 

• Responding to inquiries 

• Connecting you with licensed insurance professionals 

• Facilitating referrals to insurance carriers or partners 

• Communicating with you regarding your request 

• Operating, maintaining, and improving our website 

• Meeting legal, regulatory, and compliance obligations 

• Preventing fraud and maintaining security 

We do not use your information for unrelated purposes without providing notice as required by law. 

How We Share Information 
We may disclose Personal Information to the following categories of recipients: 

• Insurance Partners and Carriers – If you request assistance or submit an inquiry, we may share your information with licensed insurance producers, agencies, or carriers to facilitate your request. 

• Affiliates – We may share information with affiliated entities, including B.S.D. Capital, Inc. d/b/a Lendistry, for operational support, compliance, or referral coordination. Affiliate sharing is conducted in accordance with applicable law. 

• Service Providers – We engage vendors to assist with website hosting, analytics, communications, and administrative services. These vendors are contractually obligated to use Personal Information only for authorized business purposes. 

• Legal and Regulatory Authorities – We may disclose information where required by law, subpoena, regulatory inquiry, or to protect rights, safety, and property. 

Sale or Sharing of Personal Information 

We do not sell Personal Information for monetary consideration. 

Under certain state laws (including California), the use of analytics or similar technologies may be considered “sharing” for cross-context behavioral advertising purposes. We do not knowingly engage in the sale of Personal Information. 

California residents may opt out of any “sale” or “sharing” of Personal Information by contacting us as described below. 

We honor valid Global Privacy Control (GPC) signals where required by law. 

Children’s Privacy 
Our website and services are not directed to individuals under the age of 18. We do not knowingly collect Personal Information from children under 16. If we discover that such information has been collected, we will delete it. 

Your Privacy Rights 
Depending on your state of residence, you may have the right to: 

• Right to Access – Access the Personal Information we hold about you. 

• Right to Correction – Request corrections to inaccurate information. 

• Right to Deletion – Request deletion of your Personal Information, subject to legal exceptions. 

• Right to Opt Out – Opt out of targeted advertising or certain data sharing. 

• Right to Appeal – Appeal a denied request where required by law. 

To exercise these rights, contact us at:   

Email:  [email protected] 
Phone:  855-476-5870 
Mail:  Lendistry Insurance Fulfillment Team, LLC 
PO Box 211  
Addison, TX 75001 
Attn:  Privacy  

 We may need to verify your identity before fulfilling your request, which may involve matching information you provide to records we maintain or requesting additional documentation.  Authorized agents may submit requests on your behalf, subject to verification requirements.  

Non-Discrimination 
We will not deny you services, charge different prices, or provide a different level of service if you exercise your privacy rights. If we offer financial incentives permitted by law, participation will require your prior opt-in consent, which you may revoke at any time. 

Retention of Information 

We retain Personal Information only as long as reasonably necessary to:

• Fulfill the purposes described in this Policy 
• Comply with legal and regulatory requirements 

• Resolve disputes and enforce agreements 

Retention periods depend on the type of information and applicable legal obligations. 

Security 
We maintain administrative, technical, and physical safeguards designed to protect Personal Information. While no method of storage or transmission is completely secure, we use controls intended to mitigate risks in today’s online environment. 

Third-Party Links and Services 
This site may include links to third-party websites or services. Those sites are governed by their own privacy policies. We are not responsible for their practices, and we encourage you to review their policies directly. 

Changes to This Policy 
We may update this Privacy Policy from time to time. Any changes will be posted here, with the updated Effective Date at the top of the page. 

Contact Us 
If you have questions about this Privacy Policy or your rights, please contact us: 

Email:  [email protected] 
Phone:  855-476-5870 
Mail:  Lendistry Insurance Fulfillment Team, LLC 
PO Box 211  
Addison, TX 75001 
Attn:  Privacy