Privacy Policy

Last Updated: November 2025

Life & Legacy with Lisa (“we,” “us,” or “our”) is committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and share your information in compliance with Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (“PIPEDA”).

By using this website or submitting any form, you consent to the practices described in this Privacy Policy.

1. Information We Collect

We may collect the following types of personal information:

Information you provide directly:

Name
Email address
Phone number
Province of residence
Household or demographic details
Information required to provide life insurance quotes or set appointments

Automatically collected information:

IP address
Browser type
Device information
Basic analytics data

(Cookies and analytics tools may collect limited information to improve website performance.)

2. How We Use Your Information

We use your personal information for the following purposes:

To contact you regarding your inquiry
To provide life insurance information, quotes, and educational material
To schedule consultations or follow-up appointments
To determine eligibility for products offered through AO | Globe Life
To comply with legal or regulatory requirements
To operate, analyze, and improve our website

We will not sell or rent your personal information.

3. Sharing Your Information

We may share your information only with:

1. AO | Globe Life and its affiliated carriers

For the purpose of providing insurance information, quotes, and policy-related communication.

2. Service Providers

Such as:

Google (for website hosting or form collection)
Scheduling or communication tools

These providers are bound by confidentiality and security requirements.

3. Legal Obligations

We may disclose information if required by law or regulatory authorities.

We do not share information with third parties for unrelated marketing.

4. Your Consent

By submitting any form, you explicitly agree to:

The collection and use of your information
The sharing of your information with AO | Globe Life
Being contacted by email, phone, or text for insurance purposes

You may withdraw your consent at any time by contacting us.

5. How We Protect Your Information

We use reasonable administrative, technical, and physical safeguards to protect personal information from:

Loss
Unauthorized access
Disclosure
Alteration

However, no online system is 100% secure, and we cannot guarantee absolute security.

6. Your Rights (Canada)

You have the right to:

Request access to your personal information
Request corrections
Withdraw consent
Ask how your information is stored or used
Request deletion (where permitted under Canadian law)

To make a request, contact us at the email below.

7. Data Retention

We retain your information only as long as necessary to:

Fulfill the purpose for which it was collected
Meet legal or regulatory requirements
Support ongoing inquiries or insurance discussions

8. Third-Party Links

Our website may contain links to third-party sites.
We are not responsible for the privacy practices or content of those websites.

9. Cookies and Tracking Tools

We may use limited cookies or analytics tools to understand website traffic and improve usability.
You may disable cookies in your browser settings.

10. Updates to This Policy

We may update this Privacy Policy as needed.
The date at the top of this page shows the most recent revision.

11. Contact Information

If you have questions or wish to withdraw consent, contact:

Life & Legacy with Lisa
Email: lisakochis@aoglobelife.com
Province: AB, SASK
Canada

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