Legal
Do Not Sell or Share My Personal Information
Submit a verifiable request to opt out of the sale or sharing of your personal information.
Compliance notice: All legal, privacy, and disclosure content on this site is provided as a working draft. It must be reviewed and approved by the organization's compliance department and qualified legal counsel before publication. Where a compliance‑approved version of any language is provided by a carrier, regulator, or affiliated organization, that exact wording will replace the draft below.
Our Practice
Puzz Heritage Financials does not sell personal information for monetary value and does not share personal information for cross‑context behavioral advertising as those terms are defined by applicable state privacy laws. This page allows you to submit a formal request to confirm and enforce that preference for your record.
Your Rights
- Right to opt out of the sale or sharing of personal information
- Right to limit the use of sensitive personal information
- Right to non‑discrimination for exercising a privacy right
Submit a Request
Authorized Agents
You may designate an authorized agent to submit a request on your behalf. We will require written proof of the agent's authorization and may require you to verify your identity directly.