Effective Date: February 1, 2024
Last Reviewed: April 1, 2026
South Shore Agents, its subsidiaries, affiliates, marketing agencies, and affiliated contractors (collectively “South Shore” “2SA”, “we” or “us”), appreciate your business and we take your privacy very seriously. We are committed to protecting it through our compliance with this Privacy Policy. This Privacy Policy applies to individuals in the United States. Accordingly, we’ve developed the following Privacy Policy (this “Policy”) to describe the type of information we collect from you, which you may provide during any in-person meetings or events, or when you visit or use any of 2SA’s applications, the www.southshoreagents.com website, its technology, platforms, including any mobile site, mobile applications, blogs, social media sites, and any other site on which this Policy appears (collectively, the “Website”). The Website is provided by us to you, unless specifically provided otherwise, and this Policy is intended to inform you of your rights as they pertain to our collection and use of your information. Additionally, it is intended to address applicable U.S. federal and state privacy laws, including the California Consumer Privacy Act (“CCPA”) as well as the California Privacy Rights Act (“CPRA”), collectively referred to herein as the “California Privacy Laws” and any amendments or updates thereto.
By using the Website or our Services, you consent to our Policy. If you do not agree with the terms of this Policy and our Terms of Service (Terms of Service - South Shore Agents), then you should immediately discontinue use of our Services without providing us with any Personal Information. To comply with legal requirements and/or to meet our changing business needs, this Policy may change over time. We reserve the right to amend the Policy at any time and for any reason. The date of the last revision to this Policy will be indicated by the “Last Reviewed” date at the top of this page. YOUR CONTINUED USE OF THIS WEBSITE OR OUR SERVICES AFTER THE LAST REVIEWED DATE IS DEEMED TO BE ACCEPTANCE OF ANY CHANGES, SO PLEASE CHECK PERIODICALLY FOR UPDATES.
We encourage you to read this Policy carefully so that you understand what Personal Information we may collect from you through our Website, our communications, our in-person or telephonic meetings, or otherwise, as well as how we may use or share this information, and what steps you may take to control our use or sharing of such information. Upon accessing this Website, you hereby acknowledge and agree that you have read, understood, and comprehended the terms of this Policy. IF YOU DO NOT AGREE TO BE BOUND BY ALL OF THESE TERMS OF USE, DO NOT ACCESS OR USE OUR WEBSITE.
Please contact info@southshoreagents.com if you have any questions in regard to the above.
1. Information We Collect
We collect information that identifies, relates to, describes, references, is capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular consumer or device (“Personal Information”). Such Personal Information may be collected from you when you enroll in our Services, create an account on our Website, fill out a form, survey, participate in any promotional activities, or otherwise interact with our Website. Additionally, Personal Information could be obtained from our affiliated entities, service providers (any business entity other than South Shore), or data analytics providers. In particular, we have collected the following categories of Personal Information on consumers, as defined under the California Privacy Laws, within the last twelve (12) months:
You are not required to provide all of the Personal Information identified above that we collect to use our Services or to interact with South Shore; however, certain functionality will not be available if you choose not to provide certain Personal Information. For example, if you do not provide certain Personal Information, we may not be able to respond to your requests for Services.
In some cases, we may also collect information from third-party sources, including social media sites and other sites with which we may partner from time to time. For example, if you post a comment on our Facebook page, we may collect and use that information as described in this Privacy Policy. Please note that we may combine this information with other Personal Information and use it as described herein.
Personal Information does not include any:
Publicly available information that is lawfully made available from government records, that a consumer has otherwise made available to the public.
De-Identified (personal identifiers removed) or aggregated (combined with other data so only group-level statistics remain) consumer information.
Information excluded from the California Privacy Laws’ scope, like:
Health or medical information covered by the Health Insurance Portability and Accountability Act of 1996 (“HIPPA”) and the California Confidentiality of Medical Information Act (“CMIA”) or clinical trial data; or
Personal information covered by certain sector-specific privacy laws, including the Fair Credit Reporting Act (“FRCA”), the Gramm-Leach-Bliley Act (“GLBA”) or California Financial Information Privacy Act (“FIPA”) and the Driver’s Privacy Protection Act of 1994.
2. Cookies
We also store certain Personal Information through the use of cookies. Cookies are small strings of information that a website transfers to your browser for identification and functionality purposes. Your browser stores these data files on your device so our Website can recognize you and provide enhanced Services. Cookies can be used to follow your website activity, and that information helps companies understand your preferences and tendencies, as well as improve and personalize your Website experience. Some cookies are necessary for a website to function, while others are used for functional or analytics purposes.
Cookies used on the Website are generally categorized as follows:
A word on “Do Not Track” and “Global Privacy Control (“GPC”). The Website does not currently respond to browser-based “Do Not Track” signals. Where required by applicable law, we honor browser-based opt-out preference signals, including GPC, as requests to opt out of the sale or sharing of Personal Information for cross-context behavioral advertising. As described further below, we do not sell personal information or share it for cross-context behavioral advertising.
3. What We Do With The Information We Collect
We do not share your Personal Information with unaffiliated third parties for their own marketing purposes. If our practices change, we will provide you with advance notice and an opportunity to opt out of these communications at any time by contacting us at info@southshoreagents.com, or by using the opt-out instructions in the communications themselves.
Should you have questions about how we use your Personal Information, feel free to send us a message by visiting the Contact Us section of the Website. Alternatively, you can contact us at (858) 380-5586 and speak with a customer service representative directly.
a. Use of Personal Information
We may use the Personal Information we collect for one or more business or commercial purposes, including to fulfill or meet the reason for which the information was provided (for example, to complete a customer enrollment you initiate or to evaluate your qualifications for Services), to provide information or Services you request, and to respond to inquiries and provide customer support.
We may also use Personal Information to: (i) operate, manage, and improve our Website and social media presence; (ii) present content to you; (iii) conduct testing, research, analytics, and product development; (iv) administer promotions, surveys, and related activities; (v) communicate with you regarding Services, events, updates, or offerings that may be of interest; and (vi) carry out our obligations and enforce our rights under agreements with you, including for billing and collections.
We may contact you by email, telephone, or mail in connection with these purposes. You may opt out of marketing or promotional communications at any time by following the instructions provided in those communications. We will use commercially reasonable efforts to honor verifiable deletion requests, subject to applicable legal exceptions, including retention in backup or archival systems as permitted by law. We will not knowingly send marketing communications to individuals who have opted out.
We may use Personal Information as necessary or appropriate to: (i) comply with applicable law, regulation, legal process, or governmental request; (ii) enforce our policies and agreements; and (iii) protect the rights, property, or safety of South Shore, its affiliates, customers, or others. We may also use Personal Information as otherwise disclosed at the time of collection or as permitted by applicable law.
We do not collect additional categories of Personal Information or use Personal Information for materially different, unrelated, or incompatible purposes without providing you with notice consistent with applicable law.
b. Disclosure of Personal Information
We may disclose Personal Information for one or more business purposes to contractors, service providers, and other third parties that support our operations (e.g., customer record maintenance, customer service, enrollment processing, promotions administration, and communications). We enter into written agreements with such parties that require them to maintain the confidentiality of Personal Information and to use it solely for the limited business purposes specified, consistent with applicable law.
We may also disclose Personal Information within the South Shore organization and its affiliates, and to third parties as necessary to provide Services to you. We do not authorize recipients to retain, use, or disclose Personal Information for any purpose other than the specific purposes set forth in our agreements, and we take appropriate steps to address unauthorized use.
We may disclose Personal Information where necessary or appropriate to comply with applicable law; to respond to lawful requests by public authorities; to enforce our agreements; or to protect the rights, property, or safety of South Shore, its Affiliates, customers, or others.
We may disclose or transfer Personal Information in connection with an actual or contemplated corporate transaction, including a merger, consolidation, restructuring, reorganization, asset sale, or similar transaction, including in the context of bankruptcy or liquidation.
In the preceding twelve (12) months, we have disclosed the following categories of Personal Information for business purposes (corresponding with the table above): Category A, Category B, Category D, Category F, Category G, and Category I. We disclose Personal Information to the following categories of recipients: clients; service providers and contractors (including non-affiliated entities that support our operations); data analytics providers; government, regulatory, or legal authorities; and other parties you or your agents authorize us to engage.
c. Sharing and Sale of Personal Information
We do not “sell” or “share” your Personal Information and have not “sold” or “shared” Personal Information relating to you within the meaning of the CCPA within the past twelve (12) months. For the purposes of CCPA, we only disclose Personal Information that you intentionally direct us to.
In the past twelve (12) months, we have disclosed the following categories of Personal Information for our business purposes:
Identifiers
California Consumer Records
Commercial Information
4. Accessing and Correcting Your Information
To the extent you provide South Shore with Personal Information, you can review, modify, and change your Personal Information by logging into your account on our Website and visiting your account profile page. You may also send us an email at info@southshoreagents.com to request access to, correct or delete any Personal Information that you have provided to us. We cannot delete your personal information except by also deleting your entire user account. We may not accommodate a request to change information if we believe the change would violate any law or legal requirement or cause the information to be incorrect.
5. Links and Third Parties
Our Website may contain links to third‑party websites and services that are not owned, operated, or controlled by South Shore. These links are provided solely as a convenience or to allow third parties, including advertisers, to promote their own products or services. South Shore does not endorse, review, monitor, or assume responsibility for any third‑party websites, their communications, practices, information, content, or materials. When you access our Website through a third‑party platform, or provide Personal Information on a third‑party site, that information may be separately collected by the third party and is subject exclusively to that party’s privacy practices and terms.
Only Personal Information collected directly by South Shore, or collected on our behalf, is governed by this Policy. Privacy choices you make with third parties do not apply to our use of Personal Information collected through our Website. Third parties (including social media providers such as Facebook) may use cookies, web beacons, and other technologies to collect or receive information from the Website and elsewhere on the internet and may use that information to provide measurement services or target advertisements. You are responsible for understanding and complying with the terms, conditions, and privacy practices of any third‑party site you choose to visit or interact with.
6. Personal Information Security
South Shore implements commercially reasonable security measures to help protect against unauthorized access to or unauthorized alteration, disclosure, or destruction of Personal Information. Except for the sharing of information as set forth in this Policy, we restrict access to Personal Information to certain companies who may need to know that information in order to operate, develop, or improve our Services. These individuals or partner organizations are bound by confidentiality obligations and may be subject to discipline, including adverse employment actions, termination of the relevant service relationship, civil damages, and criminal prosecution (among others), if they fail to meet these obligations. We follow generally accepted industry standards in selecting these individuals or partner organizations but do not have ultimate control over the security measures used by those other individuals or organizations.
Unfortunately, no data transmission over the Internet can be guaranteed to be 100% secure. Therefore, and despite our efforts, we cannot guarantee the security of any information you transmit to us, or to or from our online services. Accordingly, WE EXPRESSLY DISCLAIM ANY REPRESENTATION OR WARRANTY, WHETHER EXPRESS OR IMPLIED, WITH RESPECT TO ENSURING, GUARANTEEING OR OTHERWISE OFFERING ANY DEFINITIVE PROMISE OF SECURITY IN CONNECTION WITH YOUR PERSONAL INFORMATION OR USE OF THIS WEBSITE. If you have questions or concerns regarding the security of your Personal Information, please contact us at info@southshoreagents.com.
7. Children's Privacy
Our Website is not directed to children under the age of 13. Accordingly, and consistent with the federal Children’s Online Privacy Protection Act of 1998 (“COPPA”), we will never knowingly collect or maintain personally identifiable information on the Website from anyone under the age of 13. IF YOU ARE UNDER 13 YEARS OF AGE, PLEASE DO NOT USE OR ACCESS THE WEBSITE AT ANY TIME OR FOR ANY REASON. Any person who provides Personal Information to South Shore through the Website represents and warrants that they are at least 13 years of age or older, and further represents and warrants that (if such person is below the legal age of majority in the jurisdiction of their residence) they have the express consent from their parent or legal guardian to use this Website and are under the direct supervision of their parent or legal guardian at all times when using or accessing this Website.
If we learn that any Personal Information of persons under the age of 13 has been collected on the Website without verifiable parental or legal guardian consent, then we will take the appropriate steps to delete this information. If you are a parent or legal guardian and discover that your child under the age of 13 has enrolled in a customer account through the Website, or otherwise used or accessed this Website without your supervision or knowledge, then please contact South Shore immediately at info@southshoreagents.com so we may delete such information.
8. Privacy Rights for California Residents
This section applies to residents of California and describes your California privacy rights under applicable privacy laws. including the CCPA and CPRA, and how to exercise them.
a. Your Rights
If you are a California resident, you have the following rights with respect to your Personal Information:
Right to Know. You have the right to request that we disclose information about our data practices, including:
The categories of Personal Information we have collected about you
The categories of sources from which the Personal Information was collected
The business or commercial purposes for collecting, using, disclosing, selling, or sharing Personal Information
The categories of third parties to whom we disclose Personal Information
The specific pieces of Personal Information we have collected about you
Whether we have disclosed Personal Information for a business purpose, and the categories of recipients
Whether we “sell” or “share” Personal Information
The retention period for each category of Personal Information, or the criteria used to determine such period
Right to Delete. You have the right to request that we delete Personal Information we have collected from you, subject to certain exceptions. Once we receive and verify your request, we will delete your Personal Information and direct our service providers and contractors to do the same, unless retention is permitted by law.
We may deny your deletion request where retention is necessary for us or our service providers to:
Complete a transaction or provide a requested good or service (e.g., our Services)
Detect security incidents or protect against malicious, deceptive, or illegal activity
Debug and repair errors
Exercise free speech or ensure another consumer’s rights
Comply with a legal obligation
Conduct certain research in the public interest (where permitted by law)
Enable internal uses reasonably aligned with your expectations based on your relationship with us
Right to Correct. You have the right to request correction of inaccurate Personal Information that we maintain about you.
Right to Opt-Out of Sale or Sharing. You have the right to opt out of the “sale” or “sharing” of your Personal Information (as those terms are defined under California Privacy Laws). We do not currently sell or share Personal Information.
Right to Limit Use of Sensitive Personal Information. To the extent we collect or use “sensitive personal information” (as defined by the California Privacy Laws), you have the right to request that we limit its use to certain permitted purposes.
Right to Non-Discrimination. You have the right not to receive discriminatory treatment for exercising any of your privacy rights.
b. How to Exercise Your Rights
You may submit a request to exercise your rights using any of the following methods:
Email: info@southshoreagents.com (subject line: “California Privacy Request”)
Phone: (858) 380-5586
Mail: South Shore Agents
Attn: Legal Department, Privacy Request
960 Canterbury Place, Suite 110
Escondido, California 92025
You may also designate an authorized agent to submit a request on your behalf. We may require the agent to provide written authorization and may require you to verify your identity directly with us.
c. Verification and Response Timing
We will take reasonable steps to verify your identity before processing your request. We aim to respond to verifiable consumer requests within forty-five (45) days of receipt. If additional time is required, we will notify you of the reason and extension period (up to an additional 45 days, as permitted by law).
Our response will cover the twelve (12)-month period preceding receipt of your request, unless a longer period is required or permitted by law. If we cannot comply with a request, we will explain the basis for our decision.
We do not charge a fee to process or respond to your request unless it is excessive, repetitive, or manifestly unfounded. If a fee applies, we will provide notice and a cost estimate in advance.
d. Data Portability
If you request access to your Personal Information, we will provide it in a portable and, to the extent technically feasible, readily usable format that allows you to transmit the information to another entity without hindrance.
e. “Shine the Light” Disclosure
California Civil Code Section 1798.83 permits California residents to request information regarding disclosure of Personal Information to third parties for their direct marketing purposes.
We do not disclose Personal Information to third parties for their own direct marketing purposes.
If you wish to submit a request under this section, please send a written request to the contact information listed above.
f. Data Retention
We retain Personal Information for as long as reasonably necessary to fulfill the purposes described in this Policy, unless a longer retention period is required or permitted by law.
Retention periods vary based on factors including:
The nature and sensitivity of the information
The purposes for which it was collected and used
Legal, regulatory, tax, accounting, or reporting requirements
Our legitimate business needs
When Personal Information is no longer required, we will take reasonable steps to delete or anonymize it. Where deletion is not feasible (for example, in backup systems), we will implement appropriate safeguards to prevent further use of the information.
g. Do Not Sell or Share
We do not sell Personal Information or share Personal Information for cross-context behavioral advertising. If our practices ever change, we will update this Policy and provide you with a clear opportunity to opt out as required by law.
9. Other States’ Privacy Rights
Residents of some U.S. states beyond California, including, for example, Colorado, Connecticut, Utah, Virginia, Oregon, Montana, Texas, Tennessee (among others) may have rights under applicable state privacy laws with respect to their Personal Information. Depending on your state of residence, these rights may include the ability to: (i) confirm whether we are processing your Personal Information; (ii) access Personal Information we maintain about you; (iii) correct inaccuracies in your Personal Information; (iv) delete Personal Information; (v) obtain a portable copy of certain Personal Information; (vi) opt out of targeted advertising, the sale of Personal Information, or certain profiling activities.
to exercise any available rights, please submit a request to info@southshoreagents.com.
We will process requests in accordance with applicable law, including verifying your identity where required. If we deny your request, you may have the right to appeal our decision. To submit an appeal, please email info@southshoreagents.com with the subject line “Privacy Rights Appeal” and include a copy of our decision or your request reference number.
We do not sell Personal Information or engage in targeted advertising as those terms are defined under applicable state privacy laws.
10. Questions?
2SA takes your privacy rights very seriously. If you have any questions or concerns about this Policy, your rights under this Policy, our company policies, or our practices concerning your use of this Website, please contact us by email at info@southshoreagents.com.
Privacy Policy
| Cookie Type | Description |
|---|---|
| Strictly Necessary Cookies | These cookies are required for the operation of the Website (for example, cookies that record your cookie preferences). |
| Analytical / Performance Cookies |
These cookies allow us to recognize and count users and to understand how users navigate the Sites (including when pages are visited, the order of navigation, and general location data). This information is used to improve site functionality, including by helping ensure users can locate content efficiently. We may use third-party analytics providers, such as Google Analytics, our payment processing company, Intuit, and/or its affiliated entities to assist with these functions. Additional information is available at: How Google uses Information. To Opt-Out of the Google Analytics collection and use of data, visit: Google Analytics Opt-Out Page. To learn more about how Intuit uses and stores cookies, please visit: Intuit Privacy. |
| Functional Cookies |
These cookies enhance Website performance and usability. For example, third-party platforms hosting embedded content (such as video) may set cookies to remember user preferences (e.g., language), retain user inputs, and identify or resolve service issues.
You can control cookies through your browser settings, typically located under “Help”, “Internet Options”, or “Settings”. Disabling or deleting certain cookies may affect Website functionality. While the Website will remain accessible, certain features or functionality may be limited. |
| Category | Examples | Collected |
|---|---|---|
| Identifiers | A real name, IP address, email address, or other similar identifiers. | YES |
| Personal Information (Cal. Civ. Code §1798.80(e)) | A fictitious name, alias, electronic signature, physical address, phone number, or other similar identifier where necessary to administer our relationship with individuals or entities, including without limitation, the company you work for or represent, your position, banking or other financial information, credit card number, among others. | YES |
| Protected Classification Characteristics | Age, race, ancestry, national origin, citizenship, religion, marital status, medical condition, physical or mental disability, sex (including gender, gender identity, pregnancy, childbirth and related medical conditions), sexual orientation, veteran or military status, genetic information. | NO |
| Commercial Information | Records of personal property, services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies. | YES |
| Biometric Information | Genetic, physiological, behavioral, and biological characteristics, such as fingerprints, faceprints, voiceprints, iris or retina scans, keystroke patterns, gait, or other physical patterns, and sleep, health, or exercise data. | NO |
| Internet or Similar Network Activity | Browsing history, search history, information on interaction with a website, application, or advertisement. | NO |
| Geolocation Data | General location information, office location, or information obtained from your IP address. | YES |
| Sensory Data | Audio, electronic, visual, thermal, olfactory, or similar information. | NO |
| Professional or Employment-Related Information | Current or past job history or performance evaluations. | NO |
| Non-Public Education Information (FERPA) | Education records such as grades, transcripts, class lists, student schedules, identification codes, financial information, or disciplinary records. | NO |
| Inferences Drawn from Personal Information | Preferences, characteristics, behavior, and prior dealings. | YES |
This Privacy Policy is effective as of the date listed above and applies to all information collected by South Shore Agents through our Website and/or through use of our Services.