Privacy policy

Life Insurance Done Right operates LifeInsuranceDoneRight.ca from 1223 31 Avenue NE, Calgary, AB T2E 7W1, Canada. Life Insurance Done Right Agents are licensed through Greatway Financial, an independent managing general agency in Calgary since 2010. We are not Greatway Financial. This policy explains what this website collects and how that information is used.

When you ask for a coverage review, we collect the details you type:

• Your name, email address, and phone number.
• The province you choose, kept with the request so a licensed advisor in that province can call.
• The date and time you book, and whether the review is by phone or Google Meet.
• Any note you choose to add after the call is booked.

This website does not ask for your age, income, health, social insurance number, bank details, or a policy number. A licensed advisor may ask what the licence requires on the call. That conversation is not stored in these website fields.

We use this information to:

• Have a licensed advisor contact you about coverage.
• Confirm the time, send the meeting details, and follow up about that review.
• Keep a record of the request so it is not lost.

We will never sell or distribute your personal information. We do not sell it, and we do not give it to other companies for their own marketing.

Advisors and staff who sign in to the desk may connect a Google account. That connection lets the desk place, update, or remove the booked call on that person’s Google Calendar, and open a Google Meet room when the review is online. The same join link is emailed to you.

From the connected Google account, the desk can:

• See the email address of the Google account that was connected.
• Add, change, and delete the calendar events this desk created for booked calls.
• Open a Google Meet link for an online review.

We use that Google information only to run the booking. We do not use it for advertising. We do not sell it. We do not read a connected calendar for any other purpose.

Life Insurance Done Right's use and transfer to any other app of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements.

The site, the booking record, and the email that confirms your call are operated with service providers that host the database and deliver email. They process the information only so this site can run. Those providers may store it on servers outside your province, including outside Canada.

The licensed advisor who calls you uses the name, email, phone, province, and booking time to hold the review.

The public pages do not set an advertising cookie. The desk sign-in uses one private cookie so an advisor stays signed in. It is not used to follow visitors around the web.

We keep a request for as long as the review, and any coverage that follows, is being handled, and for as long as the licence or the law requires. You can ask us to correct it, or to delete a request that is no longer needed, by writing to the office address below or through Talk to an Advisor.

This site is for adults arranging coverage. We do not knowingly collect information from children.

If this policy changes, the new version will be posted on this page. The terms of use are at /terms.

Life Insurance Done Right
1223 31 Avenue NE, Calgary, AB T2E 7W1, Canada