Privacy Policy
Information collected
When you submit a form, schedule a consultation, or contact me, I may collect your name, phone number, email address, and any details you choose to share about your coverage needs.
How it is used
I use your information to respond to your inquiry, schedule and conduct consultations, provide quotes and follow-up, and send messages you have agreed to receive, including text messages.
Text messaging and mobile information
If you opt in to text messages, I use your phone number only to send the messages described in the Terms of Service. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent are not shared with any third parties.
You can opt out at any time by replying STOP. Message frequency varies. Message and data rates may apply.
Sharing
I do not sell or rent your personal information. Information may be shared with insurance carriers when you apply for coverage, and with service providers that help operate my business (such as customer relationship management, scheduling, and communication tools). Those providers may use your information only to perform services for me. Information may also be disclosed when required by law.
Security and retention
I use reasonable safeguards to protect your information and keep it only as long as needed to serve you and meet legal and licensing requirements.
Your choices
You may ask to access, correct, or delete your information, or to stop being contacted, by emailing calder@aspire-financial.net.
Changes
This policy may be updated from time to time. The effective date above shows when it was last changed.
Contact
Calder Green
calder@aspire-financial.net