Privacy Policy

Hans Goldstein · Goldstein & Co. LLC dba Goldstein Insurance Services · NPN #20602398
Last updated: October 9, 2026

This Privacy Policy explains how Hans Goldstein and Goldstein & Co. LLC dba Goldstein Insurance Services ("we," "us," "our") collect, use, and protect your information when you visit our websites, respond to our advertisements, or submit a request for an insurance quote.

Information We Collect

We collect information you voluntarily provide, including your name, phone number, email address, age range, and the type and amount of coverage you are interested in. If you type your email (or, on a thank-you screen, your phone number) into one of our forms, we may save what you typed as you type it, even if you do not press submit, and may send you one email about what you started to request. You can ask us to delete it at any time using the contact details below. We also automatically collect limited technical data (such as IP address, device/browser type, and referring source) and advertising-attribution data through cookies and pixels, including the Meta (Facebook) Pixel.

How We Use Your Information

We use your information to: (1) contact you about life, final expense, and related insurance products you requested; (2) prepare and present quotes by shopping rates among the insurance carriers we are appointed with; (3) verify the phone number you provide; (4) respond to your questions; and (5) improve our marketing and services. Providing your information and consent is not a condition of purchasing any product.

Phone Calls

If you give us a phone number, you agree that Hans Goldstein, of Goldstein & Co. LLC dba Goldstein Insurance Services, may call you at that number about your request, including with automated technology and prerecorded or artificial voice. Consent is not a condition of purchasing any product. You may ask to be placed on our internal Do Not Call list at any time using the contact details below.

Text Messages (SMS)

Program. Goldstein Insurance Services text messages about the quote, review or appointment you requested.

How you opt in. We text you only if you check the optional text-message box on one of our forms, or if you text us first. The box is never pre-checked, and you do not have to check it to get a quote or anything else from us.

What we send. Appointment confirmations and reminders, the quote or review you asked for, and follow-up about your request.

Cost. Message and data rates may apply.

Opting out and help. Reply STOP at any time to stop receiving text messages; we will send one confirmation and nothing more. Reply HELP for help, or contact us at [email protected] or 213-414-2808. Carriers are not liable for delayed or undelivered messages.

No sharing. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

How We Share Information

We may share your information with the licensed insurance carriers and underwriters needed to provide your quote and process any application, and with trusted service providers (such as our CRM, phone/SMS, and hosting vendors) who help us operate. We do not sell your personal information to third parties for their own marketing.

Cookies, Advertising & Visitor Identification

We use cookies and the Meta Pixel to measure ad performance and reach relevant audiences. We also use a third-party visitor-identification and identity-resolution service (Customers.ai) that may match technical data from your visit to contact information (such as a name and email address) so we can follow up about the coverage you were researching. You can control cookies through your browser settings and your ad preferences on the platforms you use, and you may opt out of this identity matching at app.mobilemonkey.com/opt-out or by contacting us below. California residents may exercise their CCPA/CPRA rights as described in "Your Choices & Rights."

Data Retention & Security

We retain your information only as long as needed for the purposes above or as required by law, and we use reasonable administrative and technical safeguards to protect it.

Your Choices & Rights

You may request to access, correct, or delete your personal information, opt out of communications, or (for California residents, under the CCPA/CPRA) exercise applicable privacy rights, by contacting us using the details below. We will not discriminate against you for exercising these rights.

Children's Privacy

Our services are intended for adults 18 and older. We do not knowingly collect information from children.

Changes to This Policy

We may update this Policy from time to time. The "Last updated" date above reflects the latest revision.

Contact Us

Goldstein & Co. LLC dba Goldstein Insurance Services, Hans Goldstein, Licensed Insurance Agent (NPN #20602398)
Email: [email protected]
Phone/Text: 213-414-2808
Sacramento, California

Not affiliated with any government agency. Insurance coverage is subject to carrier approval and policy terms.