Who we are

We are Licensed Life & Health Insurance Brokers who specialize in helping our clients find the best fitting insurance plans for their needs.

Privacy Policy

Durkee Advanced Planning, LLC d/b/a Durkee Insurance

Effective Date: June 12, 2026

Durkee Advanced Planning, LLC, doing business as Durkee Insurance (“Durkee Insurance,” “we,” “us,” or “our”), is a licensed insurance agency offering Life, Health, and Property & Casualty insurance products. We help our clients find insurance plans that fit their needs by working with a variety of insurance carriers.

This Privacy Policy describes how we collect, use, share, and protect personal information when you visit our website, request a quote, or work with us to obtain insurance coverage. By using this website or providing your information to us, you agree to the terms of this Privacy Policy.

Personal Information We Collect

We collect personal information that you voluntarily provide to us, such as when you request a quote, complete a contact form, apply for coverage, or communicate with us by phone, email, or text. If you choose not to provide certain information, that is completely fine — however, it may limit your ability to access certain parts of our website or prevent us from providing you with a quote or completing your application.

Because we offer Life, Health, and Property & Casualty insurance, the information we collect depends on the type of coverage you are interested in. This may include:

•       Contact information, such as your name, mailing address, email address, and phone number

•       Identifying information, such as date of birth, gender, marital status, and current state of residence

•       Health-related information relevant to Life and Health insurance applications (e.g., medical history, height/weight, tobacco use)

•       Property information relevant to Property & Casualty insurance, such as your home address, property characteristics, year built, and prior claims history

•       Vehicle and driver information relevant to auto insurance, such as vehicle identification numbers (VINs), driver’s license numbers, and driving history

•       Financial information necessary to complete an application or process payment, such as billing information

We only collect the categories of information that are relevant and necessary for the type of insurance quote, application, or service you are requesting.

How We Use Your Personal Information

Once you provide us with your information, we may use it to:

•       Provide you with insurance quotes, applications, and enrollment assistance for Life, Health, and Property & Casualty products

•       Communicate with you about your request, application, policy, or account, including by phone, text message, email, or postal mail

•       Provide a personalized experience, including follow-up outreach about coverage options that may be relevant to you

•       Service your policy, including renewals, claims support, and policy changes, in coordination with the relevant insurance carrier

•       Comply with legal, regulatory, and licensing obligations applicable to insurance producers

We do not sell or rent your personal information to third parties. Information collected through this website is provided directly to Durkee Insurance and will not be shared with anyone other than the relevant insurance carrier(s), as described below, without your consent.

How We Share Your Information

When you request a quote, apply for coverage, or enroll in a policy, you authorize us to share the information needed to complete that quote, application, or enrollment with the applicable insurance carrier(s) and, where necessary, with third-party service providers who assist us in operating our business (such as agency management software providers). We require these parties to handle your information consistent with applicable law and only for the purposes for which it was shared.

We may also share information where required by law, to protect our legal rights, or in connection with a business transition such as a merger, acquisition, or sale of assets.

Calls, Text Messages, and Email Communications

By providing your phone number and/or email address and submitting a request through our website, you consent to be contacted by Durkee Insurance and its representatives by phone (including by automatic telephone dialing systems or pre-recorded/artificial voice messages), text message (SMS/MMS), and email regarding insurance products and services, including quotes, applications, and policy servicing.

Consent to receive calls or texts is not a condition of purchasing any goods or services. Message and data rates may apply. You may opt out of text messages at any time by replying “STOP,” and you may ask to be placed on our internal do-not-call list at any time by contacting us using the information below.

Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies (such as web analytics tools) to understand how visitors use our site and to improve our content and services. If you leave a comment on our site, you may opt in to having your name, email address, and website saved in a cookie for your convenience the next time you leave a comment. These comment cookies will last for approximately one year.

Most web browsers allow you to control cookies through their settings. Disabling cookies may affect the functionality of certain parts of our website.

Data Retention and Security

We retain personal information for as long as necessary to provide our services, service your policy, and comply with legal, regulatory, and recordkeeping obligations applicable to insurance producers. We use reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, use, or disclosure. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

Your Privacy Choices and Rights

Depending on where you live, you may have certain rights regarding your personal information under applicable state privacy laws, which may include the right to: confirm whether we process your personal information; access and obtain a copy of your personal information; request correction of inaccurate information; request deletion of your personal information; and opt out of the sale of personal information or certain types of targeted advertising. Durkee Insurance does not sell personal information for monetary consideration.

To exercise any of these rights, please contact us using the information in the “Contact Us” section below. We will respond to verifiable requests in accordance with applicable law. You will not be discriminated against for exercising any of these rights.

Children’s Privacy

Our website and services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can address it.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements. Any changes will be posted on this page with an updated effective date. Your continued use of our website or services after changes are posted constitutes your acceptance of the updated policy.

Contact Us

If you have any questions about this Privacy Policy or would like to exercise any of your privacy rights, please contact us at:

Durkee Advanced Planning, LLC d/b/a Durkee Insurance

136 Oak Meadow LN, Blacksburg, VA 24060

540-530-4676

[email protected]