Capital Fem

Privacy Policy

CapitalFem LLC (“CapitalFem,” “Company,” “we,” or “our”) respects your privacy and is committed to protecting the confidentiality and security of personal and financial information obtained through our services and website.

This Policy describes how information is collected, used, processed, stored, and protected in accordance with applicable United States privacy and financial protection laws, including the Gramm-Leach-Bliley Act (GLBA) and applicable state privacy regulations.


1. Scope of This Policy

This Privacy Policy applies to:

  • Website visitors

  • Prospective clients

  • Insurance applicants

  • Existing policyholders

  • Business partners interacting with CapitalFem


2. Categories of Information Collected

CapitalFem may collect Non-Public Personal Information (NPI) including:

Personal Identification
  • Name

  • Address

  • Phone number

  • Email

  • Date of birth

  • Social Security Number

Financial Information
  • Income data

  • Employment information

  • Banking details

  • Payment information

Insurance & Health Information
  • Insurance applications

  • Underwriting information

  • Medical disclosures required by insurance carriers


3. Purpose of Data Collection

Information is collected solely to:

  • Evaluate insurance eligibility

  • Submit applications to licensed insurance carriers

  • Provide advisory and educational services

  • Maintain policy servicing

  • Meet regulatory and compliance obligations

  • Prevent fraud or unauthorized activity


4. Data Processing & CRM Systems

CapitalFem utilizes secure third-party operational platforms, including Pipefy, for workflow management and customer relationship administration.

CapitalFem acts as the Data Controller, while such platforms operate as Data Processors under contractual confidentiality and security obligations.

These systems implement safeguards including:

  • Encryption of stored and transmitted data

  • Role-based access controls

  • Multi-factor authentication

  • Secure cloud hosting

  • Continuous monitoring and audit logging


5. Sharing of Information

CapitalFem does not sell or rent personal information.

Information may be shared only with:

  • Licensed insurance carriers

  • Underwriting and case management providers

  • Compliance or regulatory authorities

  • Technology vendors necessary for business operations


6. Data Security Safeguards

CapitalFem maintains administrative, technical, and physical safeguards consistent with federal financial privacy requirements, including:

  • Restricted employee access

  • Confidentiality agreements

  • Secure authentication systems

  • Encrypted communications where applicable

  • Internal data protection procedures


7. Data Retention

Information is retained only for the period necessary to:

  • Fulfill contractual obligations

  • Maintain insurance and licensing records

  • Comply with legal and regulatory requirements

  • Comply with legal and regulatory requirements


8. Consumer Privacy Rights

Depending on state law (including California CPRA/CCPA), individuals may request:

  • Access to collected information

  • Correction of inaccurate data

  • Deletion where legally permitted

  • Limitation of certain data processing activities

Requests may be submitted via the contact information below.


9. Marketing & Communication Consent

By submitting information through our website, scheduling systems, or communication channels, users consent to be contacted by CapitalFem via:

  • Phone

  • Email

  • SMS or messaging platforms

Users may opt out of communications at any time.


10. Policy Updates

CapitalFem reserves the right to update this Privacy Policy periodically to reflect operational, legal, or regulatory changes.


8. Contact Us

If you have any questions about this Privacy Policy or wish to exercise your rights, contact us:

CapitalFem LLC
Email: [email protected]
Phone: +1 346 492 9282
Website: https://capitalfem.com

 

Last Updated: Feb 27, 2026