Privacy Policy

Rise Insurance and Financial Services, LLC ("Rise") respects your privacy. This policy describes how we collect, use, and protect information you submit through this site, including your independent agent application.

Information we collect

When you apply to join Rise, we collect the details you provide: your name, email, phone number, licensing background, states licensed in, years of experience, current agent status, your reason for applying, and any resume you upload.

How we use your information

We use your information to review your application, contact you about next steps, and — if accepted — to set up carrier appointments and your client system. With your consent, we may contact you by call, text, or email, which may use automated technology. Consent is not a condition of purchase. Msg & data rates may apply. Reply STOP to opt out.

Your choices

You may request access to, correction of, or deletion of your information by contacting us. You may opt out of marketing communications at any time.

Rise Insurance and Financial Services, LLC. Independent agents are independent contractors, not employees. Insurance-only — not investment advice.