Privacy Policy

Effective Date:03/06/2025

Welcome to **DreamTeam GFI - 5J ENTERPRISE**. Your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your data when you engage with our services.

1. Information We Collect

• Personal details such as **name, phone number, email address, and communication preferences** provided during registration.


• Data from interactions with our platform, including **appointment bookings, inquiries, and automated communications**.


• Technical data such as **device type, browser, and IP address** to improve user experience.

2. How We Use Your Information

We collect your information to provide a seamless and personalized experience. This includes:

• Sending **appointment reminders** and important notifications.


• Delivering **promotional messages** about life insurance products and services, when consent is given.


• Providing **customer support** and responding to inquiries.


• Enhancing our marketing efforts through analytics and feedback.

3. Messaging & Compliance

By submitting your information, you agree to receive SMS and email communications from us. Message frequency varies based on your interactions.

Opt-Out Policy: You may unsubscribe at any time by replying **STOP** to any message or emailing us at [email protected]. You may also reply **HELP** for assistance.

4. HIPAA Compliance & Data Security

DreamTeam GFI takes **HIPAA compliance seriously** to ensure the security of sensitive client data. Our platform follows industry best practices for handling **Protected Health Information (PHI)** and financial data.

• All electronic records are **encrypted and stored securely** to protect against unauthorized access.


• We implement strict **access controls** to ensure only authorized personnel can view client records.


• Our system is designed to maintain **confidentiality, integrity, and availability** of all health-related data.

Clients using our services can trust that their private information is protected under strict **HIPAA guidelines**.

5. E-Signature & Policy Agreements

Our platform offers **secure electronic signatures (E-Sign)** for policy agreements, ensuring a streamlined and compliant process. By using our E-Sign feature, you acknowledge that:

• Your electronic signature is legally binding, as per the **Electronic Signatures in Global and National Commerce Act (E-SIGN Act)**.


• Policy documents signed electronically hold the same validity as physical signatures.


• We maintain a **secure and trackable record** of all signed documents for compliance and verification.

Our E-Sign system ensures that your policy agreements are completed efficiently while adhering to **regulatory compliance standards**.

6. Contact Information

If you have any questions, you can contact us at:

📧 **Email:** [email protected]

📞 **Phone:** (408) 775-3518

📍 **Address:** 516 W. Shaw Avenue, Suite 200, Fresno, CA 93704