Privacy and disclosures

Privacy and website notice

Effective Date

October 12, 2026

Agency Financial Desk is a partnership platform developed and operated by Life Gateway. This notice explains how information submitted through AgencyFinancialDesk.com may be collected, used and protected.

Information We Collect

We may collect information that you voluntarily provide, including:

• Your name
• Agency name
• Business email address
• Telephone number
• Agency website
• State or business location
• Licensing information
• Information about your agency and current business practices
• Information submitted through a contact or scheduling form

The website may also collect standard technical information such as browser type, device information, IP address and website activity through hosting, security or analytics services.

How We Use Information

Information may be used to:

• Respond to inquiries
• Schedule introductory meetings
• Evaluate potential agency partnerships
• Communicate about Agency Financial Desk or Life Gateway
• Maintain website security and functionality
• Improve the website and partnership process
• Satisfy applicable legal, regulatory or recordkeeping obligations

How Information May Be Shared

Information may be shared with Life Gateway personnel and service providers who assist with scheduling, website hosting, communications, compliance or business operations.

Information will not be sold for monetary consideration. Information may be disclosed when required by law, regulation, legal process or a legitimate regulatory request.

If an agency partnership is established, any sharing or use of agency client information will be governed by separate agreements, applicable privacy requirements and the approved operating procedures of the partnership.

Data Security

Reasonable administrative and technical safeguards are used to protect information. However, no internet transmission or electronic storage system can be guaranteed to be completely secure.

Third-Party Services

This website may use or link to third-party services, including scheduling, video-conferencing or email providers. Those services operate under their own privacy policies and terms.

Communications

You may request that we stop sending nonessential promotional communications by using the unsubscribe instructions provided or by contacting us directly.

Children's Privacy

This website is intended for insurance agency owners and business professionals. It is not directed toward children under the age of 13, and we do not knowingly collect personal information from children.

Updates to This Notice

This notice may be updated periodically. The effective date displayed above will indicate the most recent revision.

Contact

Questions about this notice may be directed to:

Additional business and insurance disclosures

Agency Financial Desk does not itself issue insurance products. Insurance products are issued by participating insurance carriers and offered through appropriately licensed and appointed insurance professionals.

Nothing on this website constitutes an offer, recommendation or solicitation of a particular insurance or financial product. Individual recommendations may be made only after an appropriately licensed professional has reviewed the client's circumstances, objectives and applicable suitability requirements.

Agency owners seeking compensation must satisfy all applicable licensing, appointment, training, carrier and state requirements. Participation in an introductory conversation or agency partnership does not guarantee carrier appointment, contracting approval or compensation.

Agency Financial Desk and Life Gateway do not guarantee increased client retention, revenue, policy sales, appointments or production. Examples and descriptions of potential benefits are illustrative only.

Life Gateway and its representatives do not provide legal or tax advice. Agency owners and clients should consult their own attorneys, tax professionals and compliance resources when appropriate.