Privacy Policy
Effective date: November 12, 2026
Who we are
This website is operated by Raymond Benfatti, an individual independent contractor operating as a sole proprietor. Purpose & Principle is his recruiting and agent-development brand within the Pinnacle Premier team and Pinnacle Life Group. In this policy, “we” and “us” mean Raymond Benfatti.
This website is for recruiting prospective insurance agents only. It does not offer insurance quotes, policies, or applications.
Information we collect
When you book an introduction. Booking happens on Calendly, not on this website. Calendly collects your name, email address, the appointment you choose, and your answers to five questions: whether you are 18 or older, your licensing status, whether you want full-time or part-time work, how soon you could start, and why you are interested. That information reaches us through Calendly and our connected email and calendar services.
When you email us. We receive your email address and anything you include in your message.
When you visit the website. This website has no forms or accounts, and its own code does not set cookies or run analytics. Like any website, the services that deliver it receive basic technical information such as your IP address and browser details (see “Services that help run this website”).
Please do not send Social Security numbers, financial account details, health information, or details about insurance clients in booking answers or emails.
How we use information
We use applicant information to respond to recruiting inquiries, schedule and hold introductory calls, assess whether the opportunity may be a fit, and follow up with you about it. If you move forward, we use it to help with onboarding and contracting.
We do not sell your information, and we do not use it for unrelated marketing.
When we share information
We share applicant information only:
- With the services we use to run booking, email, and scheduling, so they can provide those services.
- With authorized personnel within Pinnacle Premier and Pinnacle Life Group, when necessary for recruiting, onboarding, or contracting as you progress. Applicant information is not automatically sent to Pinnacle Premier or Pinnacle Life Group, and we do not currently use a customer relationship management (CRM) system for applicants.
- When required by law, or to protect our rights or the safety of others.
Services that help run this website
- Calendly handles bookings under its own privacy policy.
- Google Fonts supplies the typefaces, so Google receives your IP address and browser details when a page loads.
- Cloudflare hosts this website. To deliver pages securely, Cloudflare processes technical information such as your IP address, browser type, and the pages you request, under its own privacy policy.
- Links to Instagram, Calendly, and Pinnacle Life Group’s website take you to sites with their own privacy policies.
How long we keep information
If a recruiting inquiry does not move forward, we delete its information from our Calendly, email, and calendar records no later than 12 months after our last interaction. We keep information longer only when the law requires it or there is an ongoing business reason, such as when you move forward into onboarding or contracting.
Your choices and requests
You can email us at the address below to ask what information we have about you, to correct it, or to ask us to delete it. We will respond within a reasonable time, and we may need to keep some information when the law requires it.
Security
We take reasonable steps to protect information, but no method of sending or storing information online is completely secure.
Do Not Track
This website does not run analytics or advertising trackers, so it does not change its behavior in response to browser Do Not Track signals.
Age
This website is intended for adults. The booking form asks whether you are 18 or older. If you believe someone under 18 has given us information, contact us and we will delete it.
Changes to this policy
If we change this policy, we will post the updated version here and change the effective date.
Contact
For privacy questions or requests: purposeandprinciple.pinnacle@gmail.com