Privacy

Drafted for review. This page ships only after it has been reviewed against her licensing, carrier, and partner obligations. TODO — compliance review

What we collect

Information you give us through a form or a call: your name, contact details, the area you are asking about, and — where you choose to provide it — details about your household or business needed to answer your question.

How we use it

To respond to your request, to prepare and service coverage you ask for, and, where you have consented, to send you pages of the manual and related information. We do not sell your information.

Consent and opting out

Email and text consent are recorded separately, with the date and the exact wording you agreed to. You can withdraw either at any time by replying STOP or by contacting us at 972-841-8024. Withdrawal is permanent unless you opt in again.

Sharing

With insurance carriers and service partners only as needed to provide what you asked for, and with the tools we use to run the practice. TODO — list processors: CRM, scheduling, email, hosting

Retention and your rights

Retained as required by insurance and securities recordkeeping rules, and no longer. You may ask what we hold and ask for it to be corrected or deleted where the law allows. TODO — retention periods per record type

Contact

Earnestine Clay Financial Services · 972-841-8024 · TODO — mailing address, required for email compliance