Legal
Privacy Policy
Last updated: July 21, 2026
Information We Collect
When you request a quote or contact us, we collect your name, phone number, email address, and information about your insurance needs. This information is used solely to provide insurance quote follow-up from Patrick Wilson Financial.
How We Use Your Information
We use your information to prepare insurance quotes, contact you with personalized options, and improve our services. We do not sell, rent, or share your personal information with third parties for marketing purposes.
Insurance Carriers
To obtain quotes on your behalf, we share the necessary information with insurance carriers you express interest in. This is required to generate accurate pricing and coverage options.
Data Security
We take reasonable measures to protect your personal information. Our website uses industry-standard encryption (HTTPS) for all data transmission.
Contact Us
If you have questions about this privacy policy or how your information is handled, contact us at contact@jpwilsonfinancial.com or call (866) 786-1585.