Effective Date: April 23, 2026
1. Our Commitment to Tactical Discipline
At Mastri Financial, we treat your data with the same discipline we apply to financial planning. We collect only what is necessary to secure your financial future and protect it with rigorous standards. We do not sell your information, and we do not share it with any unauthorized parties—including affiliated businesses in non-financial sectors.
2. Information We Collect
To provide insurance, annuity, and consulting services, we collect:
- Identifiers: Name, SSN, address, and contact details.
- Financial Data: Income, net worth, investment experience, and account history.
- Technical Data: IP addresses and lead source information from our website and social media advertisements.
3. How We Use and Share Your Data
Your data is used strictly for outreach and policy fulfillment. We share your information only with:
- Service Providers: Secure platforms used for CRM (GoHighLevel) and quoting (Quoteplicity).
- Financial Partners: Insurance carriers and intermediaries (e.g., Simplicity Group) necessary to issue your policies.We do not sell your personal data to third parties.
4. Connecticut Data Privacy Act (CTDPA) Disclosures (2026 Update)
As a Connecticut resident, you have specific rights regarding your "Personal Data":
- Right to Access & Portability: You may request a copy of the data we hold.
- Right to Correct: You may request that we fix any inaccuracies in your financial records.
- Right to Delete: You may request the deletion of your data, subject to federal financial record-keeping requirements.
- AI Disclosure: Mastri Financial does not collect, use, or sell your personal data for the purpose of training Large Language Models (LLMs) or for automated decision-making.
5. Data Security
Mastri Financial utilizes encrypted, enterprise-grade systems to store your data. We maintain physical, electronic, and procedural safeguards that comply with federal and state standards to ensure your information remains secure.
6. Exercise Your Rights
To request a list of third parties with whom your data has been shared or to exercise any of your rights under the CTDPA, contact our Compliance Office:
Email: Compliance@Mastri.Financial
Response Time: We will respond to all verified requests within 45 days.