Privacy Policy

Rotman and Associates
Effective Date: June 9, 2026

Rotman and Associates ("Company," "we," "our," or "us") values your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard information obtained through our website, communications, consultations, and services.

By accessing or using our website, you agree to the terms outlined in this Privacy Policy.

Rotman and Associates
621 NW 53rd Street
Boca Raton, Florida 33487
United States

We may collect personal information that you provide when you:
- Complete a contact form
- Request information about our services
- Schedule a consultation
- Subscribe to newsletters or updates
- Participate in educational programs, webinars, or events
- Apply for insurance products or financial services

This information may include:
- Name
- Address
- Email address
- Telephone number
- Date of birth
- Financial information
- Insurance-related information
- Employment information
- Information necessary to provide insurance and advisory services

When you visit our website, we may automatically collect:
- IP address
- Browser type and version
- Device information
- Operating system
- Website activity and usage patterns
- Referral sources
- Cookies and tracking data

We use your information to:
- Respond to inquiries and requests
- Provide insurance and advisory services
- Evaluate insurance and financial planning needs
- Process applications and service requests
- Schedule appointments and consultations
- Deliver educational content and resources
- Improve our website and client experience
- Send service updates and marketing communications
- Comply with legal and regulatory obligations

Certain information collected may be used to evaluate insurance needs, financial planning opportunities, and related advisory services.

We maintain appropriate safeguards designed to protect sensitive personal and financial information in accordance with applicable federal and state laws.

Our website may use cookies, pixels, and similar technologies to:
- Improve website functionality
- Analyze visitor behavior
- Enhance user experience
- Measure marketing effectiveness

You may adjust your browser settings to refuse cookies; however, some portions of the website may not function properly.

We do not sell your personal information.

We may share information with:
- Insurance carriers and underwriting organizations
- Financial service providers
- Third-party service providers assisting our business operations
- Technology, hosting, and marketing vendors
- Legal, accounting, and compliance professionals
- Government agencies when required by law

Information is shared only as necessary to provide services, fulfill legal obligations, or operate our business.

We implement commercially reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, or destruction.

While we strive to protect your information, no transmission or storage system can be guaranteed to be completely secure.

We retain personal information for as long as necessary to:
- Provide requested services
- Maintain client records
- Meet regulatory and legal requirements
- Resolve disputes
- Enforce agreements

Retention periods may vary depending on applicable insurance and financial services regulations.

Subject to applicable law, you may have the right to:
- Request access to personal information we maintain
- Request correction of inaccurate information
- Request deletion of certain personal information
- Opt out of marketing communications
- Request information regarding how your data is used

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

Our website may contain links to third-party websites. Rotman and Associates is not responsible for the privacy practices, content, or policies of those websites.

We encourage users to review the privacy policies of any third-party sites they visit.

Our services are intended for adults and are not directed toward children under the age of 13.

We do not knowingly collect personal information from children under 13 years of age.

Rotman and Associates complies with applicable federal and state privacy laws governing insurance, financial services, consumer protection, and data security. Where applicable, residents of certain states may have additional privacy rights under state law.

We reserve the right to update or modify this Privacy Policy at any time. Any changes will be posted on this page with an updated Effective Date.

If you have questions regarding this Privacy Policy or wish to exercise your privacy rights, please contact:

Rotman and Associates
621 NW 53rd Street
Boca Raton, Florida 33487

Email: jrotman@financialguide.com
Phone: 954-716-8466

Rotman and Associates is committed to maintaining the confidentiality, integrity, and security of the personal information entrusted to us while providing insurance and advisory services to our clients.