Privacy Policy

Effective Date: August 12, 2025
Last Updated: August 12, 2025

RocheMor Strategy & Solutions Inc. (“RocheMor,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy outlines how we collect, use, store, and protect your information when you visit our website, rochemor.com, or engage with our services.


1. Information We Collect

We may collect the following types of information:

a. Personal Information You Provide:

  • Name, email address, phone number, mailing address
  • Date of birth, age, and gender
  • Financial information relevant to insurance or annuity services
  • Details provided via forms (e.g., “Request a Quote” or “Book an Appointment”)

b. Automatically Collected Information:

  • IP address, browser type, device information
  • Pages visited, time spent on the site, and referral URLs
  • Cookies and similar tracking technologies

c. Information from Third Parties:

  • Data from partners, affiliates, and public records to help us provide services

2. How We Use Your Information

We use your personal information to:

  • Provide and manage our financial and insurance services
  • Process requests, applications, and transactions
  • Communicate with you about your account, inquiries, or updates
  • Personalize your user experience
  • Comply with legal and regulatory requirements
  • Improve website performance and marketing efforts

3. Sharing Your Information

We do not sell your personal information. We may share your information with:

  • Service providers assisting in operations (e.g., hosting, analytics, payment processing)
  • Insurance carriers and financial institutions for policy issuance or account management
  • Legal authorities if required by law, court order, or regulatory obligation
  • Business partners with your consent, for specific offers or services

4. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with our legal obligations, and resolve disputes.


5. Cookies and Tracking Technologies

Our website uses cookies to enhance your browsing experience, analyze site traffic, and improve functionality. You can adjust cookie settings in your browser, but disabling cookies may affect site performance.


6. Security of Your Information

We implement industry-standard security measures to protect your personal data, including secure servers, SSL encryption, and restricted access to sensitive information. However, no system is 100% secure, and we cannot guarantee absolute security.


7. Your Privacy Rights

Depending on your location, you may have rights to:

  • Access, correct, or delete your personal information
  • Opt-out of marketing communications
  • Request a copy of your data in a portable format

To exercise these rights, contact us at:
📧 info@rochemor.com
📍 201 E. Center St. Suite 112-3982, Anaheim, CA 92805
📞 714-747-4399


8. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices or content of these sites.


9. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect information from children.


10. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with the updated “Effective Date.”


By using our website or services, you consent to the terms of this Privacy Policy.