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Privacy Policy

TruSolutions LLC

Introduction

TruSolutions LLC (“TruSolutions,” “we,” “us,” or “our”) is an independent insurance marketing organization that supports licensed financial professionals in offering annuity and life insurance solutions to clients throughout the United States.

In order to provide these services, we may collect, use, and share certain personal information about individuals who interact with our business, including financial professionals, prospective agents, and visitors to our website.

This Privacy Policy explains how we collect, use, protect, and disclose personal information and provides information about how you may contact us with questions regarding our privacy practices.

This Privacy Policy describes:

  • The types of personal information we may collect
  • How we may use and share personal information
  • Cookies and related tracking technologies
  • How we protect personal information
  • Retention of personal information
  • How to contact us regarding privacy matters

Scope

This Privacy Policy applies to personal information collected, used, and shared by TruSolutions LLC through our website and related services.

For purposes of this policy, “personal information” means information that identifies, relates to, describes, or could reasonably be linked to an identifiable individual.

Our website and services are generally intended for licensed financial professionals, insurance agents, and business partners, rather than individual consumers purchasing financial products. Individuals interacting with TruSolutions in a professional capacity may exercise privacy rights as provided by applicable laws and regulations.

Where required by law, additional privacy disclosures may apply for residents of certain jurisdictions.

Types of Personal Information We May Collect

We may collect personal information in order to process transactions, support agent appointments, communicate with our partners, and provide services through our business operations.

Information Provided by You

We may collect personal information you provide directly to us, including but not limited to:

  • Name
  • Business name or affiliation
  • Mailing address
  • Telephone number, including mobile telephone number
  • SMS/text message content, timestamps, delivery information, and opt-in and opt-out records
  • Email address
  • Insurance license information
  • Appointment or contracting information
  • Other information submitted through forms, applications, or communications

Information Obtained from Third Parties

We may also collect information from third parties, including:

  • Insurance carriers involved in agent appointments
  • Licensing or regulatory authorities
  • Consumer reporting agencies or background verification providers
  • Publicly available sources

Information from Business Interactions

We may collect information through our business relationship with you, such as:

  • Business submitted through our organization
  • Communications and service interactions
  • Administrative or transactional records

SMS/Text Messaging

TruSolutions LLC offers conversational SMS communications to individuals who voluntarily initiate a text conversation with us at 860-264-6015.

By sending the first text message to TruSolutions LLC, you consent to receive conversational messages from us in response to your inquiry. Our SMS program is limited to conversational messages and is not used for marketing, promotional messages, appointment notifications, transaction alerts, service updates, or two-factor authentication.

Consent to receive SMS messages is not a condition of purchasing any product or service. Message frequency may vary; on average, you may receive 1-2 messages per month. Message and data rates may apply depending on your mobile carrier and service plan.

You may opt out at any time by replying STOP to a message. After opting out, you may receive a final confirmation message. Reply HELP for assistance.

SMS Questions and Privacy Contact

For questions regarding SMS communications, SMS privacy practices, or this Privacy Policy, contact TruSolutions LLC by telephone at 860-264-6015 or by email at info@gettrusolutions.com.

SMS Registration Data and Data Sharing

TruSolutions LLC does not sell, rent, transfer, share, or disclose mobile telephone numbers, SMS opt-in information, SMS consent records, or other consumer SMS registration data to third parties or affiliates for their own marketing or promotional purposes.

We may disclose SMS registration data only to telecommunications carriers, SMS messaging platforms, and other service providers as reasonably necessary to deliver, operate, secure, and support our messaging services; to comply with applicable legal or regulatory requirements; or to detect, prevent, or address fraud, security incidents, or unlawful activity. These organizations may use the information only to perform services on our behalf or satisfy applicable legal obligations.

We maintain reasonable administrative, technical, and physical safeguards designed to protect SMS information. We may retain message records, delivery information, and opt-in, opt-out, and consent records for as long as reasonably necessary to provide and support the messaging service, document consent and compliance, meet legal or regulatory requirements, resolve disputes, and maintain appropriate business records. When no longer needed, such information is securely deleted or anonymized in accordance with our retention practices.

 

How We May Share Personal Information

TruSolutions LLC does not sell personal information.

We may share personal information when necessary to operate our business and provide services.

With Insurance Carriers

We may share information with insurance companies to facilitate agent appointments, product submissions, and other business transactions.

With Service Providers

We may share personal information with third-party service providers who assist us in operating our business, including providers of:

  • Technology services
  • Website hosting
  • Compliance support
  • Administrative and operational services
  • Marketing and communications services
  • Telecommunications carriers and SMS/text messaging platforms

Service providers may receive information only as reasonably necessary to perform services on our behalf. Mobile telephone numbers, SMS opt-in information, and SMS consent information will not be sold, rented, or shared with third parties or affiliates for their own marketing or promotional purposes.

These providers are expected to maintain reasonable safeguards for protecting personal information.

With Regulatory Authorities

We may share personal information with government agencies, regulatory authorities, or law enforcement when required or permitted by law.

Legal Obligations

We may disclose personal information:

  • To comply with legal processes such as subpoenas or court orders
  • To enforce our agreements or protect our legal rights
  • To prevent fraud or unlawful activity
  • As otherwise required or permitted by law

Cookies and Tracking Technologies

When you visit our website, we may use cookies, tracking pixels, and similar technologies to help us understand how visitors use our website and improve website functionality.

These technologies may help us:

  • Recognize returning visitors
  • Improve website performance
  • Analyze traffic and usage patterns

You may adjust your browser settings to block cookies if you prefer, though doing so may limit certain website functionality.

How We Protect Personal Information

We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, or misuse.

Access to personal information is limited to employees, contractors, and service providers who require such information to perform their job responsibilities.

We also work with service providers who are expected to implement appropriate security measures to safeguard personal information.

While we strive to protect personal information, no system can guarantee absolute security.

Retention of Personal Information

TruSolutions LLC may retain personal information for as long as necessary to:

  • Conduct our business operations
  • Comply with legal and regulatory requirements
  • Resolve disputes
  • Enforce agreements

When personal information is no longer needed, we take reasonable steps to securely delete or anonymize it.

Children’s Privacy

Our website and services are not intended for individuals under the age of 13.

We do not knowingly collect personal information from children under 13 years of age. If we learn that such information has been collected, we will take reasonable steps to remove it.

Contact Information

If you have questions about this Privacy Policy or our privacy practices, please contact us:

TruSolutions LLC
Attn: Privacy Officer
427 Naubuc Avenue, Suite 103
Glastonbury, CT 06033

Phone: 860-264-6015
Email: info@gettrusolutions.com

Updates to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, legal requirements, or business operations.

Any updates will be posted on this page with the revised effective date.

Last Updated: September 3, 2026

Privacy Policy

Trusolutions serves as a strategic insurance and annuity partner, providing independent advisors with access to top-tier carriers, advanced product solutions, and dedicated case design support. By combining deep industry expertise with a service-first approach, Trusolutions helps advisors deliver tailored insurance strategies that align seamlessly with broader financial plans. Our focus on efficiency, transparency, and advisor empowerment ensures a streamlined process from concept to execution.

427 Naubuc Avenue, Suite 103
Glastonbury, CT 06033

trusolutions. All rights reserved.