Privacy Policy

Last updated: September 2026

Meridian Point Advisors (“we,” “us”) respects your privacy. This policy explains what information we collect through this website and how we use it.

Information we collect

When you submit a form we collect the details you provide, such as your name, phone number, email address, state, area of interest, and any message. We may also collect basic technical information, such as your IP address, when you submit a form.

How we use it

We use your information to respond to your request, provide quotes and information about insurance and annuity products, schedule calls, send you educational resources you request, and follow up with you about your inquiry. If you consent, we may contact you by phone, text, or email.

How we share it

We do not sell your personal information. We may share it with insurance carriers and service providers only as needed to process your request, and where required by law.

Your choices

You may ask us to stop contacting you, or to access or delete your information, by emailing mark@meridianpointadvisors.com. Reply STOP to any text message to opt out of texts.

Fonts and third-party services

This site loads fonts from Google Fonts, which may receive your IP address when a page loads.

Security

We take reasonable steps to protect your information, but no method of transmission over the internet is completely secure. Please do not send Social Security numbers, bank details, or detailed medical information through website forms or email.

Contact

Questions? Email mark@meridianpointadvisors.com or call 737-388-2571.

This is a general template. Have it reviewed by an attorney to confirm it fits your business and the states you operate in.