Privacy Policy

1. Information We Collect

When you submit a form on protectmyincome.life, we collect the following information that you voluntarily provide:

• First and last name
• Email address
• Phone number (mobile)
• State of residence
• Your self-described situation (e.g., self-employed, business owner)
• Optional: UTM parameters from the link you clicked to reach this site

We do not collect payment information, Social Security numbers, or sensitive financial data through this website.

2. How We Use Your Information

We use the information you provide solely to:

• Contact you regarding your income protection review request
• Schedule and conduct your free consultation with Ashley Baker
• Send follow-up communications related to your inquiry
• Improve our website and services through anonymized analytics

We do not use your information for automated decision-making, profiling, or any purpose unrelated to your consultation request.

3. SMS Communications & Mobile Data

What We Do Not Do

• We do not share your mobile number with third-party marketers
• We do not sell your phone number to any party
• We do not send automated marketing blasts unrelated to your inquiry
• No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Carrier Disclaimer

SMS opt-in and phone number data collected for SMS purposes will not be shared with third parties or affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent — this information will not be shared with third parties.

4. Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share your information in the following limited circumstances:

• Insurance carriers: If you choose to proceed with an application, your information is shared with the relevant carrier for underwriting purposes — with your explicit consent.
• Service providers: We use Close CRM to manage contact information and follow-up. This data is stored securely and used only to serve your inquiry.
• Legal requirements: We may disclose information if required by law or to protect the rights and safety of our clients or business.

We are affiliated with Symmetry Financial Group. Your information may be accessible to licensed agents within this network solely for the purpose of serving your insurance needs.

5. Cookies & Analytics

This website uses Google Analytics (GA4) to understand how visitors interact with our site. This service may collect anonymized data including pages visited, time on site, and general location (city/region level). No personally identifiable information is shared with Google Analytics.

We may also use Meta Pixel and TikTok Pixel for advertising measurement purposes. These tools help us understand which content leads people to our site. You can opt out of these tracking tools through your browser settings or via the relevant platform's ad preferences.

We do not use cookies to track you across unrelated websites or for purposes other than improving our own site experience and measuring advertising effectiveness.

6. Your Rights & Choices

You have the right to:

• Opt out of SMS: Reply STOP to any text message at any time
• Request deletion: Email us to request removal of your information from our systems
• Access your data: Request a copy of the information we hold about you
• Correct inaccuracies: Ask us to update any incorrect information

To exercise any of these rights, email ashleybakersfg@gmail.com. We will respond within 10 business days.

7. Data Security

We take reasonable technical and organizational measures to protect your personal information from unauthorized access, use, or disclosure. Your form submissions are transmitted securely via HTTPS and stored within Close CRM, which maintains its own security standards.

No method of transmission over the internet is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

8. Children's Privacy

This website is not directed at individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe a minor has submitted information through this site, please contact us immediately and we will remove it.

9. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date at the top of this page. We encourage you to review this page periodically. Your continued use of the website after changes are posted constitutes acceptance of the updated policy.

10. Contact Us

If you have questions, concerns, or requests related to this Privacy Policy, please contact us:

• Business: Josephine Agency LLC
• Email: ashleybakersfg@gmail.com
• Website: protectmyincome.life