Privacy Policy

What I collect

When you use the request form on the Contact page, I collect your name, your email address, a phone number if you choose to add one, the topic you pick, a message if you choose to write one, and your confirmation that I may contact you about the request. The request is stored in a private database and emailed to me, and you should receive a confirmation email at the address you gave. Requests are kept in the private database for up to 12 months and then deleted. I use these details only to answer your request. They are not used for marketing and are never sold.

When you call, text or email me directly, I collect the information you choose to provide, such as your name, contact details, and anything you tell me.

If you begin an application for insurance, additional information is collected as required by the carrier, including date of birth, government identification numbers, health information and financial details.

This website collects basic technical information automatically, such as browser type, device type, referring page and pages visited.

This site uses Google Analytics 4 to measure visits in aggregate, such as which pages are viewed and whether the phone, email or request links are used. Google sets cookies for that purpose and may process the data in the United States. You can opt out with the Google Analytics browser add-on at tools.google.com/dlpage/gaoptout.

How I use it

To respond to you, to prepare and deliver the services you requested, to submit applications you have authorized, and to meet legal, regulatory and carrier requirements.

I do not sell your personal information. I share it only with the insurance carriers and service providers necessary to deliver what you asked for, and with regulators where required by law.

Communications and text messaging (SMS)

If you provide a phone number you consent to be contacted at that number about your request, including by text message where you have opted in. Messages are sent by Lighthouse Legacy Strategies from a standard 10 digit local phone number, not a short code. Messages may include appointment reminders, responses to your inquiry and service updates. Message frequency varies. Message and data rates may apply depending on your mobile carrier plan.

Reply STOP to any text message to opt out at any time; you may receive a single confirmation message of your opt out. Reply START or UNSTOP to rejoin after opting out. Reply HELP for assistance, or call (501) 516-9456. Consent to receive text messages is not a condition of purchasing any product or service. Wireless carriers are not liable for delayed or undelivered messages.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt in data and consent will not be shared with any third parties, excluding the service providers that operate messaging on my behalf and only as necessary to deliver those messages.

You can ask to be removed from all marketing communication at any time by replying to any email or by calling the number on this website.

Your choices

You may request access to, correction of, or deletion of the personal information I hold about you, subject to record retention obligations imposed on insurance producers.

To make a request, email sharon.donovan@wealthwave.com or call (501) 516-9456.

Security and changes

I use reasonable administrative and technical safeguards to protect the information I hold. No method of transmission over the internet is completely secure, so please do not send sensitive identifiers by email.

This policy may be updated. The version posted on this page is the version in effect.