Privacy Policy

Quote Assistant, powered by Katz Capital Advisors LLC, collects information you provide—such as ZIP code, coverage goals, and contact details—to deliver personalized life-insurance quotes and follow-up guidance.

We use this data to prepare recommendations, share quotes from AM Best A- to A++ carriers, and coordinate optional meetings with licensed advisors. We do not sell your information to third parties.

For questions or requests regarding your data, email admin@katzcapitaladvisors.com.