PPLI.com is the website name used for our insurance and wealth-planning research and online tools. The website address is ppli.com. For privacy inquiries, contact info@ppli.com.
The information processed depends on the feature you use. Public inquiries, AI conversations and professional workspace records are different categories; collection is not limited to a name and email address.
Inquiries and contact details. The public inquiry form requests your name, email address and country of tax residence. Depending on the form, you can also provide a phone number, investable-asset range, topic and message. Required fields are marked. Inquiry information is recorded so the site team can handle and respond to it. Email communication creates records in the relevant mail systems.
Technical and activity information. Website requests involve connection and device information, including IP address, browser information, page and request details. The assistant stores a derived IP identifier for rate limiting and may receive approximate country or city hints from network headers. Professional account activity includes login and last-active information; login audit records can include the IP address. Location hints are not verified tax residence.
When you send a message, the site processes the conversation and relevant planning answers to generate a response through Anthropic’s API. The system can store messages, responses, planning answers, session identifiers, timestamps and any details supplied for a follow-up. Generated responses are automated research assistance, not an insurer’s underwriting decision or a personal professional recommendation.
The browser can retain an assistant session identifier, mode, region hint, selected answers and follow-up status so the feature can maintain progress. The website also keeps server-side records. Anthropic’s commercial data-retention explanation describes its general API rules and exceptions. Those provider rules do not establish a deletion period for PPLI.com’s own database, emails or backups.
Professional registration can include your name, email, firm, role, country, experience and requested access. When available to your account, workspace features store information you enter or save, such as client references, planning facts, analyses, tasks, messages and course progress. Activity and audit records support account administration. Only enter another person’s information when you have the necessary authority and an appropriate basis to use the feature for that purpose.
Information supports the feature you request: answering inquiries, generating assistant responses, administering professional access, saving workspace information and providing service communications. Technical information also supports operation, security and measurement. Service providers process information in these activities; the use of a service provider is different from information remaining solely within PPLI.com.
An inquiry or assistant conversation is not a privileged professional consultation. The site team can receive and review submitted information, and the assistant system can send conversation transcripts to the team even if you do not request an emailed follow-up. Keep public messages limited to the information needed for your question.
The site uses cookies and browser storage for functions such as maintaining sign-in and remembering assistant progress. English pages load Google Analytics with analytics storage denied by default, allowing cookieless measurement signals. These signals are sent to Google and are not the same as a complete record of individually identified visitors. The former pop-up has been removed.
An existing refusal of analytics remains respected. A saved approval can enable the relevant analytics or advertising storage for up to 180 days from the original choice; personalized advertising remains disabled. A Global Privacy Control signal stops this English-page measurement module. Clearing browser storage removes saved settings and returns the module to its default. Browser blocking can also prevent measurement. Pages in other languages may use a different measurement implementation.
Measurement settings do not remove server records, stop essential processing or block other external services such as fonts, embedded video or the AI provider. Google describes its processing in How Google uses information from sites or apps that use its services. Browser settings can restrict cookies and clear stored website data, which can affect sign-in and other features. Clearing browser data does not delete records already stored by PPLI.com or its providers. For a privacy request, contact info@ppli.com.
The site uses measures such as access controls and request limits to reduce unauthorised access and misuse. No website, email service or storage system can guarantee complete security. Information can be held in website records, account records, email systems and backups. Closing the assistant or clearing its browser storage does not itself erase a stored conversation. For a retention or deletion question, contact info@ppli.com and identify the feature concerned. Legal obligations and an ongoing request or account may affect what can be removed.
Service infrastructure and external content can involve other organisations. The AI assistant uses Anthropic’s API. Website measurement uses Google services. Some pages load external fonts or embed YouTube content, which can cause your browser to contact those providers. Following an external link takes you to the destination’s own service. Review the relevant provider’s information as well as this policy; a link or embedded player does not mean its privacy practices are identical to ours.
Depending on the law that applies, you may have rights to request access, correction, deletion or portability, or to object to or restrict processing. Where processing relies on consent, you may withdraw it without changing the lawfulness of earlier processing. You may also have a right to complain to the relevant data-protection authority. Send requests to info@ppli.com. Explain which feature and information your request concerns; identity or authority may need to be verified before records can be disclosed or changed. We will respond in accordance with applicable law.
Updates to this policy will appear on this page with a revised date. The wording should be read together with the information shown when you use a particular form or feature. A revised policy does not itself erase an existing record or change a browser setting.
For a privacy question or request, email info@ppli.com. Describe the feature, approximate date and request without including unnecessary medical, identity or financial documents. If you act for another person, explain your authority to do so.
Read our Privacy Policy before submitting. Share only the information needed to describe your question; do not include medical records or account credentials.