Whole Life Plans(864) 385-1015

Privacy Policy

Last updated November 2, 2026

Who we are

This website is operated by Whole Life Plans. In this policy, "we," "us" and "our" mean Whole Life Plans.

Information we collect

  • Information you give us: your name, email, phone number (if you provide it in our website chat), the type of product you're interested in, and anything else you share with your agent.
  • Basic site usage data, such as pages visited and browser type, which may be collected through cookies or similar tools.

How we use your information

  • To respond to your request.
  • To provide life insurance quotes.
  • To service your policy.
  • To send you messages you agreed to receive.

How we share information

We may share your information with insurance carriers only to quote or service coverage you request, with service providers who help us run our business, or when required by law. We do not sell your personal information.

SMS/Text Messaging

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent are excluded from all information sharing and will not be shared with any third parties. Information may be shared only with subcontractors that provide support services, such as messaging platform providers, solely to deliver messages on our behalf.

See our Terms & Conditions for SMS program details.

Opting out

You can stop text messages at any time by replying STOP. Reply HELP for help by texting (864) 209-1583. You can also email joseph@heritageinsurancegroup.org or call (864) 385-1015 to opt out of any communication.

Data security

We use reasonable safeguards to protect your information. No method of transmission or storage is completely secure.

Children's privacy

This site is not intended for anyone under 18. We do not knowingly collect information from children.

Changes to this policy

We may update this policy from time to time. The "Last updated" date above shows when it last changed.

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