East Ocean Strategies

Effective Date: January 19, 2026

East Ocean Strategies ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website (www.eastoceanstrategies.com), use our services, or communicate with us.

By using our website or services, you consent to the practices described in this policy. If you do not agree, please discontinue use of our website and services.

1. Information We Collect

We may collect information in the following ways:

Information You Provide Directly

When you schedule a consultation, request a quote, subscribe to our newsletter, purchase products from our shop, or contact us, you may provide personal information such as your name, email address, phone number, mailing address, date of birth, and details relevant to your insurance or legal planning needs.

Information Collected Automatically

When you visit our website, we may automatically collect certain information, including your IP address, browser type, operating system, referring URLs, pages viewed, and the dates and times of your visits. We use cookies and similar tracking technologies to enhance your experience and analyze website traffic.

Information from Third Parties

We may receive information about you from third-party partners, such as insurance carriers, LegalShield, scheduling platforms (e.g., BookedIn), and email marketing services (e.g., Mailchimp), to facilitate the services you have requested.

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our services, including insurance consultations, LegalShield plan enrollment assistance, and estate planning education

• Process transactions and send related information, including purchase confirmations and invoices

• Respond to your inquiries, comments, or questions

• Send you newsletters, marketing communications, and promotional materials (you may opt out at any time)

• Analyze website usage and improve our content and user experience

• Comply with legal obligations and protect our rights

• Facilitate insurance applications and underwriting processes with carrier partners

3. How We Share Your Information

We do not sell your personal information. We may share your information in the following circumstances:

Service Providers and Partners. We share information with trusted third parties who assist us in operating our business, including insurance carriers, LegalShield, payment processors, email marketing platforms, scheduling software providers, and website hosting services. These parties are contractually obligated to protect your information and use it only for the purposes we specify.

Insurance and Legal Services. When you request insurance quotes or LegalShield enrollment, we share the information necessary to process your application with the relevant insurance carriers or LegalShield. These entities have their own privacy policies governing their use of your data.

Legal Requirements. We may disclose your information if required by law, regulation, legal process, or governmental request, or to protect the rights, property, or safety of East Ocean Strategies, our clients, or others.

Business Transfers. In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change in ownership or control.

4. Cookies and Tracking Technologies

Our website uses cookies—small text files stored on your device—to enhance functionality and analyze traffic. We use:

Essential Cookies: Necessary for the website to function properly.

Analytics Cookies: Help us understand how visitors interact with our website (e.g., Google Analytics).

Marketing Cookies: Used to deliver relevant advertisements and track campaign effectiveness.

You can control cookie preferences through your browser settings. Disabling cookies may affect your ability to use certain features of our website.

5. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure. However, no method of internet transmission or electronic storage is completely secure. While we strive to protect your information, we cannot guarantee absolute security.

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce our agreements. Insurance and financial records may be retained for longer periods as required by applicable laws and regulations.

7. Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information:

Access and Correction: You may request access to the personal information we hold about you and ask us to correct any inaccuracies.

Deletion: You may request that we delete your personal information, subject to certain legal exceptions.

Opt-Out of Marketing: You may unsubscribe from our marketing emails at any time by clicking the "unsubscribe" link in any email or contacting us directly.

Do Not Track: Our website does not currently respond to "Do Not Track" browser signals.

To exercise any of these rights, please contact us using the information provided below.

8. Third-Party Links

Our website may contain links to third-party websites, including LegalShield enrollment pages, insurance carrier portals, and other resources. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

9. Children's Privacy

Our services are not directed to individuals under 16. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately so we can delete it.

10. Virginia Residents

If you are a Virginia resident, you may have additional rights under the Virginia Consumer Data Protection Act (VCDPA), including the right to access, correct, delete, and obtain a copy of your personal data, as well as the right to opt out of certain data processing activities. To exercise these rights, please contact us using the information below. We will respond to your request within the timeframe required by applicable law.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. When we make material changes, we will update the "Effective Date" at the top of this page and, where appropriate, notify you by email or through a notice on our website. We encourage you to review this policy periodically.

12. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

East Ocean Strategies

Toni Zavana, J.D.

Email: info@eastoceanstrategies.com

Phone: (571) 244-3231

Website: www.eastoceanstrategies.com