Last Updated: September 20, 2025

Philippe Casimir (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website or engage with our services.
 

1. Information We Collect

We may collect the following types of information when you interact with our website or services:

• Personal Information: such as your name, email address, phone number, or other details you voluntarily provide through forms (e.g., scheduling an FNA, requesting information, or downloading resources).
• Usage Information: such as IP address, browser type, and site activity to help us improve website performance.

 

2. How We Use Your Information

Your information may be used to:

• Provide and personalize our services, including Financial Needs Analysis (FNA), planners, and business opportunity details.
• Communicate with you about services, resources, or opportunities.
• Improve our website, tools, and user experience.
• Comply with legal or regulatory requirements.

 

3. How We Share Information

We do not sell, trade, or rent your personal information. We may share your information only:

• With service providers who assist us in operating our website and services.
• As required by law, regulation, or legal process.
• With your explicit consent.

 

4. Data Security

We implement reasonable measures to protect your information against unauthorized access, use, or disclosure. However, no system can be guaranteed to be 100% secure.
 

5. Your Choices

• You may opt out of receiving promotional emails at any time by using the unsubscribe link included in our emails.
• You may request to review, update, or delete your personal information by contacting us directly.

 

6. Children’s Privacy

Our services are intended for adults. We do not knowingly collect information from children under 13. If you believe a child has provided us with personal data, please contact us immediately.
 

7. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised “Last Updated” date.
 

8. Disclaimer

• Educational Purposes Only: The information provided on this website is for educational and informational purposes only. It should not be considered financial, investment, tax, or legal advice.
• No Guarantees: While tools such as the Financial Needs Analysis (FNA) and planners are designed to help with financial clarity and goal-setting, results may vary. Individual financial outcomes depend on your personal situation, decisions, and market conditions.
• Licensing & Compliance: Philippe Casimir is licensed in life insurance and holds a Series 6 securities license. Any financial services are offered in compliance with industry regulations and applicable state laws. Recommendations are made only within the scope of these licenses.
• Life Insurance: Any discussion of life insurance is intended for educational purposes. Policies are subject to underwriting, approval, and specific terms and conditions as provided by the issuing company. Coverage amounts, benefits, and premiums are determined by the insurance provider.
• No Obligation: The complimentary Financial Needs Analysis (FNA) is provided at no cost and without obligation. You are not required to purchase any products or services as a result of completing an FNA.
• Business Opportunities: Any mention of business opportunities refers to independent contractor positions. Income is based on individual effort, performance, and market factors. No earnings are guaranteed.

 

9. Contact Us

If you have any questions about this Privacy Policy or how your information is handled, please contact us:
Email: info@philippecasimir.com
Phone: 239-201-0369