Privacy Policy

A Legal Disclaimer

Company: We Financial Trust & Insurance Co. (“We Financial,” “we,” “our,” or “us”)

We Financial Trust & Insurance Services (“WFTIS”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information through our website, SMS messaging program, email, and social media communications.

Privacy Policy - Data Provision

1. Information We Collect
We may collect personal information in the following ways:
Information You Provide Directly
Name, phone number, email address, ZIP code, insurance preferences, and any information submitted through contact forms, quote requests, or enrollment inquiries.
Automatically Collected Information
When you visit our website, we may collect data such as your IP address, browser type, device ID, location, and usage patterns via cookies, analytics tools, and similar technologies.
SMS, Email, and Social Media Interactions
When you opt into our SMS, email, or social media programs, we collect your contact details, communication preferences, message responses, and interaction data to deliver relevant and personalized experiences.

2. How We Use Your Information
We use your data to:

Provide requested insurance quotes, enrollment assistance, and policy updates
Send informational, promotional, or educational messages about healthcare and insurance programs (ACA, Medicare, Annuity, Life, and related services)
Communicate appointment reminders, confirmations, and customer service follow-ups
Personalize your social media experience, including advertising and educational content
Improve website functionality, marketing effectiveness, and customer experience
Comply with legal, regulatory, or contractual obligations

3. How We Share Your Information
We may share your data only as necessary:

With trusted service providers who assist with website hosting, SMS delivery, email systems, or social media communications
With licensed agents and insurance carriers to process your requests or provide accurate quotes
As required by law, regulation, or valid legal process
To protect our business, customers, and systems from unauthorized access or fraud

We do not sell or rent your personal information to third parties.

Privacy Policy - Communication Campaigns

4. SMS Messaging Program Terms

Program Name: WFTIS Assistance Program
Description: By opting in, you consent to receive informational, educational, and promotional text messages related to healthcare and insurance options, including ACA, Medicare, Annuity, and Life insurance. Message frequency varies based on your interaction and service requests.

Informational alerts (enrollment, policy, or benefit updates)
Promotional offers or new plan opportunities
Educational content about insurance programs
Appointment confirmations or reminders
Customer service and support messages

Opt-Out Instructions
You can cancel SMS messages at any time by texting STOP to our short code. After sending “STOP,” you will receive a confirmation message and will no longer receive messages unless you rejoin.

Rejoining Instructions
If you wish to rejoin, text START (or re-enroll through our website or an authorized agent) to resume receiving messages.

Help Instructions
For help, text HELP to the short code or email info@wftis.com. You can also contact customer support at (866) 369-6935.

Carrier Liability Disclaimer

Wireless carriers are not liable for delayed or undelivered messages.

Message and Data Rates Disclaimer

Message and data rates may apply for messages sent to or received from us. Message frequency varies by user.

Data Use and Sharing Notice
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the text messaging services who support delivery of our communications.
Information sharing with subcontractors in support services, such as customer service, is permitted as necessary.
All other use-case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

5. Email Communications
By providing your email address, you consent to receive periodic messages about our products, services, educational content, and offers. You may opt out of email marketing at any time by clicking the unsubscribe link in the footer of any email. We fully comply with the CAN-SPAM Act and email industry best practices.

6. Social Media Communication Program
By engaging with our social media pages, advertisements, or messaging channels, you may receive sponsored posts, educational content, or promotional messages.
We may collect interaction data (likes, shares, messages, and comments) to improve customer engagement and marketing effectiveness. Social media interactions are also governed by the privacy policies and terms of the respective platforms (e.g., Facebook, Instagram, LinkedIn, YouTube, or X).
If you wish to stop receiving targeted social media content from We Financial, you may adjust your ad preferences directly through your social platform account settings.

7. Data Protection and Security
We implement administrative, technical, and physical safeguards to protect your information against unauthorized access, alteration, or disclosure. Although we strive to protect your personal information, no electronic transmission over the Internet or mobile network is completely secure, and we cannot guarantee absolute protection.

8. Cookies and Tracking Technologies
Our website may use cookies, pixels, and analytics tools (such as Google Analytics or Meta Pixel) to enhance user experience, personalize content, and measure performance. You can manage or disable cookies through your browser or device settings.

9. Your Privacy Rights
Depending on your jurisdiction, you may have the right to:

Access, correct, or delete your personal information
Withdraw consent to marketing communications
Request a copy of your personal data we maintain
Restrict or object to certain data processing activities

To exercise these rights, please contact us at info@wftis.com.

10. Compliance with Industry Standards
We adhere to CTIA, TCPA, FCC, CAN-SPAM, and applicable state privacy regulations governing digital, email, and SMS communications. Our communication practices are designed to ensure transparency, consent, and consumer protection.

11. Legal Compliance Note
By submitting your contact information, you consent to receive SMS, email, social media, or phone communications from WFTIS Consent is not required as a condition of purchase. We comply with all applicable U.S. privacy, consumer protection, and telecommunication laws.

12. Privacy Policy Link
You can access this policy anytime at: https://www.wftis.com/privacypolicy

13. Contact Information

For questions about this Privacy Policy or our communications, please contact:

We Financial Trust & Insurance Services
Email: info@wftis.com
Phone: (201) 701-3956
Address: 2000 Powers Ferry Rd, Suite 600, Marietta, GA 30067