Effective Date: March 1, 2026

JDW Wealth and Protection ("we," "us," or "our") respects your privacy and is committed to protecting your personal information.

1. Introduction

This Privacy Policy explains how we collect, use, and protect your information when you interact with our website, request information, or opt in to receive SMS messages, email communications, or customer service updates.

By using our website or submitting your information, you agree to this Privacy Policy and our Terms and Conditions.

2. Information We Collect

Contact Information
We may collect:

Name

Email address

Phone number

Mailing address

Collected when you:

Submit a form

Request insurance information

Schedule a consultation

Communicate with us

Communications Data
We maintain records of:

Consent to receive messages

Opt-in confirmations

Opt-out activity

Usage Data
We may collect:

IP address

Browser type

Device type

Pages visited

Service Data
Information related to your insurance inquiries or appointments.

3. How We Use Your Information

We use your information to:

Provide insurance services

Respond to inquiries

Send appointment reminders

Send SMS/email (only with consent)

Improve website performance

Maintain compliance records

4. Cookies

We use cookies and tracking tools to improve user experience. You may disable cookies in your browser.

5. Information Sharing

We do not sell your personal information.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

We may share data only with:

Insurance carriers

Service providers (CRM, messaging, hosting)

Text messaging consent is never shared with third parties.

6. Your Choices

SMS Opt-Out
Reply STOP to unsubscribe anytime.

Email Opt-Out
Use the unsubscribe link in emails.

Access or Delete Data
Contact us to request changes.

7. Data Security

We implement reasonable safeguards to protect your data.

8. Children's Privacy

We do not knowingly collect data from individuals under 13.

9. Updates

We may update this policy at any time.

10. Contact

JDW Wealth and Protection
Email: [email protected]
Phone: 520-878-3748