Privacy Policy

About Us

This Privacy Policy applies to Falcon Financial LLC, formerly Phoenician eSolutions LLC ("Falcon Financial," "we," "us," or "our"), a licensed insurance agency operating at falconfinancial.org. We are committed to protecting your personal information and your right to privacy.

Information We Collect

When you use our website or contact us, we may collect personal information including your name, phone number, email address, state of residence, zip code, and details about your insurance needs. This information is collected only when you voluntarily provide it through our contact forms, phone calls, email correspondence, or text message interactions.

How We Use Your Information

We use your personal information to respond to your inquiries, provide insurance quotes, process applications with carriers, send appointment reminders, and communicate with you about your coverage options via phone and email. If you separately opt in to SMS, we may also communicate with you by text. We do not sell your personal information to third parties. Your information may be shared with insurance carriers solely for the purpose of obtaining quotes and processing applications on your behalf.

SMS & Text Message Communications

If you check an optional SMS consent box on this website, you consent to receive recurring text messages (SMS/MMS) from Falcon Financial, including insurance information and quotes, promotional or marketing offers, appointment scheduling, confirmations and reminders, and customer-care follow-up. These messages may be sent using automated technology. Standard message and data rates may apply. Message frequency varies.

• To opt out of SMS communications, reply STOP to any text message at any time.
• After opting out, you will receive one final confirmation message and no further messages.
• Reply HELP for assistance or contact us directly.
• Consent to receive SMS is not required as a condition of any purchase or service.
• We do not sell or share mobile opt-in information or consent records with third parties or affiliates for their promotional or marketing purposes.

Data Security

We implement reasonable security measures to protect your personal information from unauthorized access, disclosure, or misuse. Our website uses SSL encryption for all data transmission. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

Secure Policy Access Portal

When your agent gives you access to the policy portal, we process a limited policy summary, your contact destination, and your date of birth to match the record and deliver a single-use access code. We do not request or store a Social Security number for portal access. The portal displays summary information only, including carrier, product, coverage and premium amounts, important dates, current status, and the last four characters of the policy number.

Date of birth matching is protected using a keyed cryptographic digest, contact destinations and policy summaries are encrypted, and access can be revoked by your agent. Portal pages do not load our Meta Pixel or marketing analytics. We retain active portal data while access is available, erase encrypted portal data within 30 days after revocation, and may retain limited audit metadata for up to one year for security, delivery, and compliance purposes.

Cookies & Analytics

Our website may use cookies and similar tracking technologies to improve your browsing experience and analyze site traffic. We use Meta (Facebook) Pixel for conversion tracking to measure the effectiveness of our advertising. Policy portal pages do not load Meta Pixel or marketing analytics; they use only a secure session cookie needed to keep you signed in. You can control cookie preferences through your browser settings, although blocking the required session cookie will prevent portal access.

Service Providers

We use service providers to host and secure the policy portal and to deliver access messages. Telnyx may process a phone number and SMS delivery data, and Resend may process an email address and email delivery data. These providers receive only the information needed to perform those services. Initial link and access-code messages do not contain coverage information.

Your Rights

You have the right to request access to, correction of, or deletion of your personal information. You may opt out of marketing communications at any time — including SMS by replying STOP, or email by using the unsubscribe link. To exercise any of these rights, please contact us using the information below.

Insurance Industry Compliance

As a licensed insurance producer, we comply with all applicable state and federal privacy laws, including state insurance department regulations governing the handling of nonpublic personal financial information. We maintain records in accordance with industry standards and regulatory requirements.

Contact Us

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

• Falcon Financial
• Scottsdale Airpark, Arizona
• Phone: (480) 999-9040
• Email: [email protected]

Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. Continued use of our website after changes constitutes acceptance of the revised policy.