Privacy Policy
Last updated: June 16, 2026
This Privacy Policy explains how Kalish Financial Services (“we,” “us,” or “our”) collects, uses, and protects information when you interact with us, including through our website, our office, and our SMS text messaging program.
Information We Collect
We may collect the following information in the course of providing insurance services:
- Contact information such as your name, mobile phone number, and email address;
- Information you provide when requesting quotes, scheduling appointments, or reviewing your coverage;
- Records of your communications with us, including SMS opt-in consent and message history;
- Information necessary to service your insurance policies.
How We Use Your Information
We use the information we collect to provide and service insurance products, respond to your requests, coordinate appointments and policy reviews, send the SMS messages you have consented to receive, and meet our legal and regulatory obligations.
SMS Text Messaging
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes at any time. Mobile phone numbers, text messaging originator opt-in data, and SMS consent are never sold, rented, or shared with any third parties or lead generators for any purpose. This information is used only to deliver the messages you have requested.
When you opt in to receive SMS text messages from Kalish Financial Services, we collect and store your mobile phone number and your consent to be contacted by text. Message frequency varies based on your interactions with our office. Message and data rates may apply. You can opt out at any time by replying STOP, or reply HELP for assistance.
For complete details about our text messaging program, including how to opt in and opt out, please see our SMS Terms & Conditions.
How We Share Information
We do not sell your personal information. We may share information only as needed to service your insurance policies (for example, with the insurance carriers underwriting your coverage), to comply with the law, or with service providers who help us operate our business and who are obligated to protect your information. As stated above, mobile opt-in and SMS consent data are excluded from any sharing and are never shared with third parties.
Data Security
We maintain reasonable administrative, technical, and physical safeguards designed to protect the information we collect. No method of transmission or storage is completely secure, but we take steps to protect your information from unauthorized access, use, or disclosure.
Your Choices
You may opt out of SMS messages at any time by replying STOP. You may also contact us to update or request deletion of your information, subject to any legal or regulatory recordkeeping requirements.
Changes To This Policy
We may update this Privacy Policy from time to time. The most current version will always be posted on this page with the date of the latest update shown above.
Contact Us
If you have questions about this Privacy Policy or our data practices, contact us:
Kalish Financial Services
Email: andy@kalishinsurance.net
Website: www.kalishinsurance.net