Privacy Policy — JJ Edwards Financial
How we collect, use, and protect your information when you visit our website or use our services.
1) Who we are
This Privacy Policy explains how JJ Edwards Financial (“we,” “us,” “our”) collects, uses, and shares information about you when you visit our website, contact us, or use our services.
2) Information we collect
Information you provide directly
- Contact details (name, email, phone), ZIP/city/county.
- Form submissions (e.g., quote or consultation requests, RX drug lookups) and any files/notes you provide.
- Service/plan preferences you share (e.g., Medicare, insurance, financial needs).
Information collected automatically
- Device/browser information, IP address, general location (city/region).
- Pages viewed, time on page, referring/exit pages, and similar analytics signals.
- Collected via cookies and similar technologies (see Cookies).
Information from third parties (if used)
We may receive limited information from analytics providers, advertising platforms, lead vendors, or referral partners, in line with their policies and your settings.
We do not knowingly collect information from children under 13.
3) How we use information
- Provide quotes, consultations, plan comparisons, and related services you request.
- Communicate with you (confirmations, reminders, important notices).
- Operate, secure, and improve our website and services.
- Comply with legal obligations and enforce agreements.
Lawful bases (GDPR/EEA/UK): consent, performance of a contract, legitimate interests (e.g., service improvement, site security), and legal obligation.
6) Marketing communications
With your consent (or where permitted), we may send updates or educational content by email/SMS. You can unsubscribe via the link in emails or reply STOP to SMS. Standard messaging rates may apply.
7) Data retention
We retain personal information only as long as necessary for the purposes described in this Policy, to comply with legal obligations, resolve disputes, and enforce agreements. When no longer needed, we securely delete or de-identify it.
8) Security
We use administrative, technical, and organizational safeguards designed to protect personal information. However, no method of transmission or storage is 100% secure.
9) Health/financial information
We are not a healthcare provider or “covered entity” under HIPAA. If we handle information related to your insurance or medication for quoting or analysis, we protect it as personal information under this Policy. If a specific program requires HIPAA-level protections, we will provide additional notices/agreements.
10) Your privacy rights
Depending on your location, you may have rights to:
- Access the personal information we hold about you.
- Correct inaccurate information.
- Delete your information (subject to legal exceptions).
- Portability of certain information.
- Withdraw consent where processing is based on consent.
- Opt out of certain processing, including targeted advertising or profiling (where applicable).
California (CCPA/CPRA) notice
We may collect the following categories: identifiers (name, email, phone), commercial information (quote/consultation records), internet activity (site usage), and inferences (preferences). We do not sell personal information for money. If we engage in “sharing” for cross-context behavioral advertising, you may opt out by contacting us (see below). We do not use or disclose sensitive personal information for purposes requiring a right to limit under CPRA.
How to exercise your rights: Email jjedwardsgroup@gmail.com or call (770) 262-3242. We may need to verify your identity. You can use an authorized agent pursuant to applicable law.
11) International users
If you access our site from outside the United States, your information may be processed in the U.S. By using our site, you understand your information may be transferred to and processed in the U.S. where laws may differ from those in your country.
12) Third-party links
Our website may link to third-party sites or services. We are not responsible for their privacy practices. Review their privacy policies for details.
13) Changes to this Policy
We may update this Policy from time to time. If we make material changes, we’ll update the “Effective date” above and, where required, provide additional notice.
14) Contact us
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