Privacy policy.

Last Updated: June 30, 2025

MoveWealth, Inc. ("MoveWealth", "we", "our", or "us") is committed to protecting the privacy of our users and the confidentiality of client information. This Privacy Policy describes how we collect, use, and safeguard personal data in connection with our website (www.movewealth.io) and our AI-powered life insurance tools (collectively, the “Service”).

By accessing or using our Service, you consent to the practices described in this policy.

1. Information We Collect

a. User Information

When you sign up for a demo, create an account, or contact us, we may collect:

  • Name

  • Email address

  • Phone number

  • Company name

  • Licensing or professional role

b. Client Documents & Case Data

If you upload documents or input client data into the Service, we may process:

  • Financial documents (e.g., tax returns, pay stubs)

  • Health or underwriting documents (e.g., APS, labs)

  • Case notes, intake forms, or carrier guidelines

We treat all uploaded data as sensitive and confidential.

c. Technical & Usage Data

We collect non-personal information through cookies, analytics tools, and logs, including:

  • Browser type and settings

  • IP address

  • Pages visited and actions taken

  • Device and connection information

2. How We Use Your Information

We use your information to:

  • Provide and improve the Service

  • Process uploaded documents and generate outputs

  • Respond to inquiries and provide customer support

  • Analyze usage patterns to improve performance and usability

  • Comply with legal and regulatory obligations

We may use de-identified, aggregated data to improve our AI models and inform product development. We do not use or sell identifiable client information for marketing purposes.

3. Data Sharing

We do not sell your personal information.

We may share data with:

  • Service providers (e.g., cloud hosting, analytics, AI model APIs) who help operate the Service under strict confidentiality agreements

  • Legal authorities if required by law, subpoena, or to enforce our rights

  • Successor entities in the event of a merger, acquisition, or asset sale

All third parties are required to protect your information per this policy.

4. Data Security

We take appropriate technical and organizational measures to secure your data, including:

  • Encryption of data in transit and at rest

  • Access controls and authentication protocols

  • Secure cloud infrastructure

However, no method of electronic storage or transmission is 100% secure. By using the Service, you accept this risk.

5. Your Rights & Choices

You may:

  • Request access to, or deletion of, your personal information

  • Opt out of marketing communications

  • Withdraw consent for us to process your data (if applicable)

To exercise any of these rights, contact us at: privacy@movewealth.io

6. Children's Privacy

The Service is intended for licensed insurance professionals and is not directed at children under 13. We do not knowingly collect data from minors.

7. Third-Party Links

Our website may contain links to other sites. We are not responsible for their privacy practices. Please review their policies before providing personal information.

8. Updates to This Policy

We may revise this policy periodically. If changes are material, we will notify you via email or a notice on our site. Continued use of the Service after changes means you accept the updated policy.

9. Contact Us

If you have questions about this Privacy Policy or our data practices, contact us at:

dj@movewealth.io