Effective Date: December 1, 2025

Wainwright Life Solutions (“Wainwright Life Solutions,” “we,” “us,” or “our”) is committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, safeguard, and manage your information when you visit our website or use our financial and insurance-related services.

By accessing or using our website, booking a consultation, or submitting your information through our forms, you agree to the practices described in this Privacy Policy. If you do not agree with these terms, please discontinue use of our website and services.

1. Information We Collect

We collect information that helps us deliver personalized, compliant, and effective financial and insurance services.

A. Personal Information You Provide

You may voluntarily provide information when booking an appointment, requesting a consultation, or contacting us. This includes:

Full name

Email address

Telephone number

Postal address

Information relating to your financial or insurance needs

Details shared during consultations or service requests

Education level or occupation (optional)

B. Payment Information

If you purchase a financial or insurance product through us, we may collect:

Credit/debit card information

Billing address

Transaction details

We do not store sensitive authentication data (such as CVV codes or PINs). All payment data is handled securely through PCI-compliant processors.

C. Technical Information (Automatically Collected)

When you interact with our website, we may collect:

IP address

Browser type/device type

Operating system

Internet Service Provider (ISP)

Pages visited and time spent on the website

Referring and exit pages

Date/time stamps

Clickstream data

This information helps us analyze site performance and improve user experience.

D. Cookies and Tracking Technologies

We use cookies to:

Improve website functionality

Enhance user experience

Remember user preferences

Provide relevant content

You may disable cookies in your browser settings, but certain features may not function properly.

2. How We Use Your Information

Wainwright Life Solutions uses your information for purposes including:

Providing financial education and personalized insurance planning

Creating custom financial or retirement strategies

Responding to inquiries and scheduling consultations

Processing payments and managing accounts

Sending appointment confirmations and service updates

Delivering marketing communications with your consent

Improving website performance and user experience

Ensuring compliance with laws such as GLBA, FCRA, and state privacy laws

Protecting our website and systems from fraud or unauthorized access

By submitting your information, you agree to receive communications from us. You may unsubscribe at any time.

3. How We Protect Your Payment Information

We take the security of financial and payment information seriously.

Wainwright Life Solutions uses:

PCI-DSS compliant payment processing

Encrypted data transmission

Secure servers and firewalls

Restricted access for authorized personnel only

No storage of CVV, PINs, or sensitive authentication information

Your payment information is never sold or shared except as necessary to process your transaction or as required by law.

4. How We Share Your Information

We may share your information under the following circumstances:

A. Service Providers & Partners

To deliver services you request, we may share information with:

Insurance carriers

Licensed agents

Technology providers

Payment processors

Compliance and verification partners

These parties are contractually required to protect your information.

B. With Your Consent

We may share information with third-party marketers only if you explicitly provide consent.

C. Legal Requirements

We may disclose information:

To comply with subpoenas, court orders, or government requests

To enforce our Terms and Conditions

To protect the rights, safety, or property of Wainwright Life Solutions, our clients, or others

D. Business Transfers

In the event of a merger, sale, or restructuring, your information may be transferred to the new entity.

E. Aggregated or De-Identified Data

We may share non-personal aggregated information for business analytics.

We do not sell your personal information.

5. Your Choices and Rights

A. Opt-Out

You may opt out of marketing emails at any time by:

Clicking “unsubscribe”

Emailing us at [email protected]

B. Access, Correction, or Deletion

You may request access to, correction of, or deletion of your personal information by contacting us.

C. SMS Privacy

No SMS opt-ins, phone numbers, or text-based consent will ever be shared with third parties.

D. California Privacy Rights

California residents may:

Request disclosure of personal information collected

Request deletion, subject to limitations

Request information about data shared for marketing purposes (“Shine the Light” law)

Submit requests to: [email protected]

6. Security

We use industry-standard physical, administrative, and technical safeguards to protect your information. However, no electronic transmission or storage system is 100% secure.

We encourage you to take appropriate precautions when sharing information online.

7. Children’s Privacy

Wainwright Life Solutions does not knowingly collect personal information from children under the age of 18. If such information is discovered, we will promptly delete it.

8. Updates to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will appear on this page with an updated effective date.

Continued use of our website or services after changes constitutes acceptance of the revised policy.

9. Contact Us

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

Wainwright Life Solutions
Email: [email protected]
Phone: 813-304-5242
Location: Tampa, Florida