Privacy Policy
Effective date: October 22, 2026
UniTrust Financial Group ("UniTrust," "we," "us," or "our") respects your privacy. This Privacy Policy explains how we collect, use, and protect information when you visit go.unitrust-retirement.com, call our phone numbers, or communicate with us or our licensed agents by phone, email, or text message.
Information We Collect
- Information you provide: such as your name, phone number, email address, mailing address, age, and details about the insurance coverage you are interested in.
- Call and consent records: when you call us or respond to our phone system, we may record the number you called from, the options you selected, and the date, time, and method of any consent you provide.
- Website usage information: such as IP address, browser type, pages viewed, and similar data collected through cookies and analytics tools.
How We Use Your Information
- To respond to your inquiry and connect you with a licensed insurance agent.
- To provide quotes and information about insurance products you request.
- To schedule appointments and send reminders.
- To send text messages you have agreed to receive (see "SMS / Text Messaging" below).
- To operate, maintain, and improve our website and services, and to comply with legal and regulatory obligations.
How We Share Information
We do not sell your personal information. We may share information with licensed insurance agents working with UniTrust to assist you, with insurance carriers when you request a quote or apply for coverage, with service providers that perform services on our behalf (such as hosting, telephone, and messaging providers) under obligations to protect it, and when required by law or to protect our rights. Mobile numbers and SMS opt-in data are handled as described in the next section.
SMS / Text Messaging
If you agree to receive text messages from UniTrust Financial Group or its licensed agents, we collect your mobile number and a record of your consent (date, time and method). We use this information only to send the messages you agreed to receive, such as follow-ups to your inquiry, appointment scheduling and reminders, and information about insurance products.
We do not sell, rent or share your mobile number, SMS opt-in data or consent with third parties or affiliates for their marketing or promotional purposes. Text messaging opt-in data and consent are not shared with any third parties, except service providers that deliver messages on our behalf.
You can opt out at any time by replying STOP. For help, reply HELP or contact us at (904) 297-2020 or [email protected].
Message frequency varies. Message and data rates may apply. Mobile carriers are not liable for delayed or undelivered messages. See our Terms of Service for full SMS terms.
Cookies
Our website may use cookies and similar technologies to remember preferences and understand how the site is used. You can control cookies through your browser settings.
Data Security and Retention
We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is completely secure. We keep information only as long as needed for the purposes described here or as required by law.
Your Choices
You may opt out of text messages at any time by replying STOP, and you may ask us to stop calling or emailing you by contacting us. You may also request access to or correction of your information by contacting us using the details below.
Children's Privacy
Our services are not directed to children under 18, and we do not knowingly collect personal information from children.
Changes to This Policy
We may update this Privacy Policy from time to time. Changes are effective when posted on this page with an updated effective date.
Contact Us
UniTrust Financial Group
87012 Professional Way, Yulee, FL 32097
Phone: (904) 297-2020
Email: [email protected]