Privacy Policy

Privacy Policy

Last Updated: 3/11/2026

Path & Pillar Insurance Services is a trade name (DBA) of Oaceus Executive Insurance Strategies LLC.

This Privacy Policy describes how information is collected, used, stored, and protected when you access or use the Path & Pillar website, membership portal, and related services.

Information We Collect

Information may be collected when users:

create an account

complete forms

schedule appointments

interact with tools or calculators

communicate with representatives

Information collected may include:

name

email address

phone number

mailing address

financial or insurance-related information voluntarily provided by the user

Use of Information

Information collected may be used to:

provide services

respond to inquiries

deliver requested information

improve the Platform

provide educational resources

communicate about services or updates

Information Sharing

Information may be shared with:

licensed insurance professionals

affiliated service providers

technology partners

third-party providers necessary to deliver services

Information is not sold to third parties.

Data Security

Reasonable administrative, technical, and physical safeguards are used to protect user information.

However, no electronic system can be guaranteed to be completely secure.

User Choices

Users may update their information, unsubscribe from communications, or request removal of their information by contacting us.

Third-Party Services

The Platform may integrate with third-party service providers. Their privacy policies govern the use of those services.

Policy Updates

This Privacy Policy may be updated periodically.

Continued use of the Platform constitutes acceptance of the revised policy.