Privacy Policy

Effective Date: October 22, 2026 · Last Updated: October 22, 2026

Metz Financial Investments LLC (“Metz Financial Investments LLC,” “we,” “us,” or “our”) is a limited liability company and licensed insurance agency located at 1201 Liberty Pike, Suite 229 #1048, Franklin, TN 37067. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website, book an appointment, submit a form, communicate with us by phone, email, or text message, or otherwise use our services (collectively, the “Services”).

By using our Services, you agree to the practices described in this Privacy Policy. If you do not agree, please do not use our Services.

1. Information We Collect

Information you provide to us

• Contact details such as your name, phone number, email address, and mailing address
• Information you share about your insurance needs, such as date of birth, ZIP code, household size, current coverage, and preferred providers
• Appointment details you submit through our booking calendar
• Your communication preferences and consent records, including SMS opt-in and opt-out history
• Any other information you choose to share when you contact us

Information collected automatically

• Device and browser information, IP address, pages visited, and referring URLs
• Information collected through cookies and similar technologies used to operate and improve our website

2. How We Use Your Information

• To respond to your inquiries and schedule, confirm, and remind you of appointments
• To provide quotes and help you compare and enroll in insurance plans we offer
• To send transactional and service-related messages you have requested
• To send marketing and promotional communications, only where you have given consent
• To maintain records of your consent and communication preferences
• To operate, secure, and improve our website and Services
• To comply with legal, regulatory, and insurance licensing obligations

3. How We Share Your Information

We do not sell your personal information. We may share information only in the following limited circumstances:

• Insurance carriers: When you ask us to provide a quote or help you apply or enroll, we share the information required by the carrier to process that request.
• Service providers: We use trusted vendors (such as CRM, calendar, phone, messaging, email, and website hosting providers) who process information on our behalf solely to deliver our Services, under obligations of confidentiality.
• Legal requirements: When required by law, regulation, subpoena, or to protect the rights, safety, or property of our clients, our company, or others.
• Business transfers: In connection with a merger, acquisition, or sale of assets, subject to this Privacy Policy.

4. Text Message (SMS) Privacy

4.1 Program description

If you opt in, you may receive text messages from Metz Financial Investments LLC. Transactional messages may include appointment confirmations, reminders, follow-ups on your inquiry, and service updates. Promotional messages may include information about coverage options, enrollment periods, plan reviews, and educational content, and are sent only with your express written consent.

4.2 Consent

We collect SMS consent through clear, unchecked, optional checkboxes on our website and booking forms. Consent to receive text messages is not a condition of purchase or of receiving any service.

4.3 Message frequency and fees

Message frequency varies based on your interaction with our Services. Message and data rates may apply.

4.4 Opt-out and help

You may opt out at any time by replying STOP to any message. After you reply STOP, you will receive one final message confirming your opt-out, and no further messages will be sent unless you opt in again. For help, reply HELP, call +1 (615) 808-8457, or email [email protected].

4.5 Mobile information sharing

5. Cookies and Tracking Technologies

Our website may use cookies, pixels, and similar technologies to remember your preferences, understand how visitors use our site, and measure the effectiveness of our advertising. You can control cookies through your browser settings. Disabling cookies may affect some website features.

6. Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

7. Data Retention

We keep personal information only as long as needed to provide our Services, maintain consent records, and meet legal, regulatory, and insurance record-keeping requirements.

8. Your Choices and Rights

• Opt out of text messages at any time by replying STOP.
• Unsubscribe from marketing emails using the link in any email.
• Ask us to access, correct, or delete your personal information by contacting us below, subject to legal and regulatory retention requirements.
• Ask to be placed on our internal Do Not Call list by calling or emailing us.

9. Children’s Privacy

Our Services are intended for individuals 18 years of age or older. We do not knowingly collect personal information from children under 18. If you believe a child has provided us information, please contact us so we can delete it.

10. Third-Party Links

Our website may contain links to carrier or third-party websites. We are not responsible for the privacy practices of those websites, and we encourage you to review their policies.

11. Changes to This Policy

We may update this Privacy Policy from time to time. Changes take effect when posted on this page with an updated “Last Updated” date.

12. Contact Us

Metz Financial Investments LLC
1201 Liberty Pike, Suite 229 #1048
Franklin, TN 37067
Phone: +1 (615) 808-8457
Email: [email protected]