Your Trusted Insurance Partner - Fort Walton Beach Insurance

# Privacy Policy

**Fort Walton Beach Insurance**
A DBA of Cornerstone Financial Coach
2018 Lewis Turner Blvd, Suite A, Fort Walton Beach, FL 32547
Email: alexander@cornerstonefinancialcoach.com
Phone: (850) 862-8082

**Effective Date:** May 18, 2026
**Last Updated:** May 18, 2026

---

## 1. Introduction

Fort Walton Beach Insurance ("we," "our," or "us") is committed to protecting the privacy of our website visitors and clients. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit www.fortwaltonbeachinsurance.com (the "Site"), download our free guide, submit a contact form, or schedule a consultation.

Please read this policy carefully. If you do not agree with its terms, please do not use the Site.

---

## 2. Information We Collect

We collect only the information you voluntarily provide to us. This includes:

- **Name** — collected via our contact form and ebook download form
- **Email address** — collected via our contact form and ebook download form
- **Booking information** — if you schedule a consultation through Calendly, including your name, email address, and selected appointment time

We do not collect Social Security numbers, financial account information, or sensitive personal data through this website.

---

## 3. How We Use Your Information

We use the information you provide for the following purposes:

- To respond to your inquiries and contact form submissions
- To deliver the free guide or other resources you requested
- To schedule and confirm consultations booked through our site
- To send follow-up emails related to your inquiry or downloaded resource
- To send occasional educational content, insurance-related updates, or information about our services that may be relevant to you
- To comply with applicable legal and regulatory obligations

We will not sell, rent, or trade your personal information to third parties for their marketing purposes.

---

## 4. Email Communications

By submitting your email address through our contact form or ebook download, you agree that we may follow up with you by email regarding your inquiry or the resource you requested. We may also send periodic educational content or service updates.

You may opt out of marketing emails at any time by clicking the "unsubscribe" link in any email we send, or by contacting us directly at alexander@cornerstonefinancialcoach.com. Please note that transactional emails — such as appointment confirmations — are not subject to opt-out.

---

## 5. Third-Party Services

We use the following third-party tools that may collect information about your use of the Site:

**Google Analytics**
We use Google Analytics to understand how visitors interact with our Site. Google Analytics collects anonymous data such as pages visited, time on site, browser type, and general geographic location. This data does not personally identify you. You can opt out of Google Analytics tracking by installing the [Google Analytics Opt-Out Browser Add-on](https://tools.google.com/dlpage/gaoptout). For more information, see [Google's Privacy Policy](https://policies.google.com/privacy).

**Calendly**
If you schedule a consultation through our Site, you will be directed to Calendly, a third-party scheduling platform. Calendly collects your name, email address, and appointment details. Your use of Calendly is subject to [Calendly's Privacy Policy](https://calendly.com/privacy).

We are not responsible for the privacy practices of these third-party services and encourage you to review their policies directly.

---

## 6. Cookies

Our Site uses cookies — small text files stored on your device — to analyze website traffic and improve your experience. By continuing to use the Site and accepting our cookie notice, you consent to our use of cookies.

We use cookies for:

- Website analytics (Google Analytics)
- Basic site functionality

You may disable cookies through your browser settings, though doing so may affect certain features of the Site.

---

## 7. Data Security

We take reasonable precautions to protect the information you provide against unauthorized access, disclosure, alteration, or destruction. Our Site is protected by SSL encryption (HTTPS). However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

---

## 8. Data Retention

We retain your information for as long as necessary to fulfill the purposes outlined in this policy, respond to your inquiry, or comply with applicable legal requirements. If you would like us to delete your information, please contact us using the details below.

---

## 9. Your Rights

Depending on your state of residence, you may have certain rights regarding your personal information, including the right to:

- Request access to the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your personal information
- Opt out of marketing communications at any time

**California Residents:** Under the California Consumer Privacy Act (CCPA), California residents have specific rights regarding their personal data. We do not sell personal information. To exercise your rights, please contact us directly.

To exercise any of these rights, contact us at:
alexander@cornerstonefinancialcoach.com or (850) 862-8082.

---

## 10. Children's Privacy

Our Site is not directed to children under the age of 13, and we do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us immediately and we will take steps to delete it.

---

## 11. Links to Other Websites

Our Site may contain links to third-party websites, including Cornerstone Financial Coach (cornerstonefinancialcoach.com). We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies.

---

## 12. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. We will update the "Last Updated" date at the top of this page when changes are made. Your continued use of the Site after any changes constitutes your acceptance of the updated policy.

---

## 13. Contact Us

If you have any questions about this Privacy Policy or how we handle your information, please contact us:

**Fort Walton Beach Insurance**
A DBA of Cornerstone Financial Coach
2018 Lewis Turner Blvd, Suite A
Fort Walton Beach, FL 32547
Email: alexander@cornerstonefinancialcoach.com
Phone: (850) 862-8082

---

*This privacy policy was prepared for general informational purposes. Fort Walton Beach Insurance recommends consulting a licensed attorney to ensure full compliance with all applicable federal, state, and industry-specific regulations, including those governing licensed insurance agents and financial services professionals.*