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Privacy Policy

Effective date: 2026

This Privacy Policy explains how Wendy Martindale, a licensed independent life insurance agent with Symmetry Financial Group, collects, uses, and protects information provided through this website.

Mobile Information & SMS Data Statement

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the Text Message services.

Information We Collect

We collect information you voluntarily provide through our contact form, by phone, or by email — including your name, email address, phone number, and any details you provide about your insurance needs.

We may also collect limited technical information automatically, such as your browser type and pages visited, to help us maintain and improve this website.

How We Use Your Information

Your information is used to respond to your inquiry, provide insurance quotes and guidance, schedule appointments, and — where you have given consent — send you transactional or marketing text messages.

We do not sell, rent, or trade your personal information, and we do not make your information available to outside parties for their own marketing or promotional purposes.

SMS / Text Messaging Consent

Consent to receive text messages is always optional and is never a condition of purchase. Transactional and marketing consent are collected separately, and both checkboxes are unchecked by default.

Message frequency may vary. Message and data rates may apply. Reply HELP for assistance or STOP to opt out at any time.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

How We Share Your Information

Your information is used by Wendy Martindale and Symmetry Financial Group solely to prepare quotes, submit applications, and service your policy, and may be provided to the insurance carrier you choose to apply with at your request.

We may use service providers and subcontractors that support our operations, such as customer service and scheduling tools. These providers may only use the information to perform services on our behalf, and information may also be provided when required by law.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services.

Data Retention & Security

We retain your information only as long as needed to serve your request or as required by insurance and recordkeeping regulations, and we use reasonable safeguards to protect it.

Your Choices

You may request access to, correction of, or deletion of your personal information, and you may withdraw text message consent at any time by replying STOP or contacting us directly.

Children's Privacy

This website is not directed to children under 13, and we do not knowingly collect information from them.

Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.

Contact Us

Questions about this policy or your information? Reach out any time.