Privacy Policy

1. Introduction

Corporate Financial (“CorpFi,” “we,” “us,” or “our”) is committed to protecting the privacy of visitors to corpfi.com (the “Site”). This Privacy Policy explains what personal information we collect, how we use it, who we share it with, and the rights you have regarding your information.

By using the Site or submitting a contact or consultation form, you agree to the practices described in this policy.

We do not sell your personal information to third parties — ever.

2. Information We Collect

a. Information You Provide Directly

When you complete a consultation request or contact form, we may collect:

• First and last name, email address, and phone number (required to submit the form)
• Title, role, and company name
• Organization type and number of employees
• Current benefits situation and renewal month
• Type of insurance you are interested in
• Best time to reach you and how you heard about CorpFi
• Any message or additional details you choose to share

All fields beyond name, email, and phone number are optional. If you voluntarily describe your organization’s current benefits situation, we treat that information with care and use it only to respond to your inquiry.

b. Information Collected Automatically

When you visit the Site, certain information is collected automatically, including:

• IP address and general geographic location
• Browser type, device type, and operating system
• Pages visited, time spent on pages, and referring URLs
• Interaction data such as clicks and navigation patterns

We do not currently use session recording or heatmap tools that capture mouse movements or screen recordings. If this changes, we will update this policy accordingly.

3. How We Use Your Information

We use the information we collect to:

• Respond to your consultation request or inquiry
• Schedule and conduct conversations with prospective clients
• Send communications you have opted into, including updates and relevant information about our services
• Improve the performance and content of the Site
• Analyze traffic and usage patterns through aggregated, anonymized data
• Comply with applicable legal and regulatory obligations

We do not use your information for automated decision-making or profiling that produces legal or similarly significant effects on you.

4. Legal Basis for Processing

We process your personal information on the following grounds:

• To respond to your inquiry or fulfill a service request you have submitted
• To pursue our legitimate business interests, such as managing client relationships and improving our services
• Where you have given your consent (for example, opting in to marketing communications)
• To comply with applicable legal obligations

5. Your Consent & Communications

When you submit our contact form, you have the opportunity to opt in to receive communications from Corporate Financial. You may withdraw consent and unsubscribe at any time by:

• Clicking the unsubscribe link in any email we send, or
• Contacting us directly using the information in Section 13

Withdrawing consent does not affect our ability to contact you in direct response to a consultation request you submitted.

6. Cookies & Tracking Technologies

We use cookies and similar technologies to operate and improve the Site. For full details, please review our Cookies Policy. In summary:

• Essential cookies are required for the Site to function properly
• Analytics cookies (via Google Analytics) help us understand how visitors use the Site
• HubSpot may set cookies when our contact forms are loaded, for form functionality and CRM tracking

You can control cookies through your browser settings. Disabling certain cookies may affect Site functionality.

7. Global Privacy Control (GPC)

You have the right to opt out of the use of your personal information for targeted advertising or tracking purposes. You may communicate this preference by configuring your browser to send a Global Privacy Control (“GPC”) signal. When we detect a GPC signal from your browser, we will honor it as an opt-out request in accordance with applicable law.

To enable the GPC signal, visit globalprivacycontrol.org to find a list of supported browsers and extensions.

8. Third-Party Services

We use the following third-party services that may collect or process visitor information:

• HubSpot — Our CRM platform for storing and managing contact form submissions and client communications. Privacy policy: legal.hubspot.com/privacy-policy
• Google Analytics — Site traffic and usage analytics. Privacy policy: policies.google.com/privacy

We do not sell your personal information. We share information with the service providers above only as necessary to operate our business, subject to confidentiality obligations. We will not share your information with other third parties for their own marketing purposes without your explicit consent.

9. Data Retention

We retain personal information submitted through contact forms for as long as necessary to maintain a business relationship or fulfill the purpose for which it was collected. CRM and contact records are typically retained for the duration of a business relationship plus up to five (5) years, or as required by applicable law. You may request deletion of your information at any time.

10. Data Security

We take reasonable technical and administrative measures to protect your information against unauthorized access, disclosure, or loss. Our Site uses SSL/TLS encryption and industry-standard security practices.

No method of transmission over the internet is completely secure, and we cannot guarantee absolute security. If you believe your information has been compromised, please contact us immediately.

11. Your Privacy Rights

You have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information
• Opt out of marketing communications at any time
• Data portability — receive a copy of your information in a portable format
• Object to processing based solely on our legitimate interests

California Residents (CCPA/CPRA)

If you are a California resident, you have the following additional rights:

• Right to Know: Request information about the categories and specific pieces of personal information we have collected about you, how we use it, and who we share it with.
• Right to Delete: Request deletion of personal information we have collected from you, subject to certain exceptions.
• Right to Correct: Request correction of inaccurate personal information.
• Right to Opt Out of Sale or Sharing: We do not sell or share your personal information for cross-context behavioral advertising. You may also opt out via the GPC signal described in Section 7.
• Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights.

Residents of Other U.S. States

If you reside in Colorado, Connecticut, Virginia, Texas, or other states with comprehensive privacy laws, you have similar rights to access, correct, delete, and port your personal information, and to opt out of certain processing. Contact us using the information in Section 13 to exercise any of these rights. We will respond to verifiable requests in accordance with applicable law.

12. Children’s Privacy

This Site is intended for adult business professionals. We do not knowingly collect personal information from individuals under the age of 18. If we become aware that we have inadvertently collected information from a minor, we will delete it promptly.

13. Third-Party Links

The Site may contain links to external websites. We are not responsible for the privacy practices or content of those sites and encourage you to review their privacy policies independently.

14. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the Effective Date at the top of this page. We encourage you to review this policy periodically.

15. Contact Us

To exercise your privacy rights, ask questions about this policy, or request deletion of your information, please contact us:

CorpFi
Website: corpfi.com
Email: info@corpfi.com
Phone: 877-598-0555
Address: 6619 S. Dixie Hwy #345, Miami, FL 33143

Appendix: CCPA Summary — Personal Information We Collect & Disclose

The following table summarizes the categories of personal information Corporate Financial has collected, used, and disclosed in the preceding 12 months, as required under the California Consumer Privacy Act (CCPA).

We do not sell personal information. We do not use personal information for automated decision-making. We do not collect sensitive personal information beyond optional benefits context provided voluntarily by prospective clients.