Effective Date: April 19, 2026

Watson’s Financial Services respects your privacy and is committed to protecting your personal information.

This Privacy Policy explains how we collect, use, and protect your information when you visit our website or submit your information through our forms.

Information We Collect

We may collect the following information:

- First and last name 
- Phone number 
- Email address 
- Date of birth 
- State of residence 
- Any information you voluntarily provide through forms, calls, text messages, or emails

How We Use Your Information

We may use your information to:

- Contact you regarding life insurance and final expense coverage options 
- Provide quotes and product information 
- Schedule consultations or appointments 
- Respond to questions or customer service requests 
- Send important updates by phone, text message, or email 
- Improve our website and services 
- Maintain internal records and compliance documentation

Text Messages / SMS Communications

If you provide your phone number and consent, you may receive text messages from Watson’s Financial Services regarding insurance products, services, appointment reminders, and updates.

- Message frequency may vary 
- Message and data rates may apply 
- Reply STOP to opt out 
- Reply HELP for assistance

Sharing of Information

We do not sell your personal information.

We may share your information only when necessary with:

- Licensed insurance agents 
- Insurance carriers 
- Service providers who help operate our business 
- Legal or regulatory authorities when required by law

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes.

Data Security

We use reasonable safeguards to protect your information. However, no method of transmission over the internet or electronic storage is guaranteed to be 100% secure.

Cookies and Website Analytics

Our website may use cookies or similar technologies to improve user experience and analyze website traffic.

Your Choices

You may opt out of marketing communications at any time by:

- Replying STOP to text messages 
- Following unsubscribe instructions in emails 
- Contacting us directly

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those websites.

Changes to This Policy

We may update this Privacy Policy at any time. Changes will be posted on this page with the updated effective date.

Contact Us

Watson’s Financial Services 
[email protected] 
833-918-5921