Protecting your private information is a priority. This policy applies to edwardcarlisle.com and Edward Carlisle & Co. (“we,” “us”).
Information we collect
We collect information you choose to give us through forms, email or phone, such as your name, company, email address, phone number, and details you share about your business, finances and goals. We also collect standard technical data automatically, such as IP address, browser type, pages visited and referring site, to operate and improve the site.
Planning tools
Numbers you enter into our calculators and the Continuity Score are processed in your browser and are not stored or sent to us, unless you choose to submit a form that includes your result.
How we use it
We use your information to respond to your request, schedule conversations, provide the services you ask for, send information you request, and meet legal and regulatory obligations. With your consent, we may send text messages about your request; reply STOP to opt out at any time.
Sharing
We do not sell, rent or lease your personal information. We share it only with service providers who help us operate (such as email and hosting providers), with insurance companies when you apply for coverage, with advisors you ask us to coordinate with, or when required by law. Phone numbers and text-message consent are never shared with third parties for marketing purposes.
Cookies
The site may use cookies and similar technologies for basic functionality and anonymous analytics. You can decline cookies in your browser settings.
Security
We use reasonable administrative, technical and physical safeguards, including encrypted (SSL) connections. No method of transmission over the internet is completely secure.
Your choices
You may ask us to access, correct or delete your personal information, subject to legal and regulatory record-keeping requirements. Contact us at info@edwardcarlisle.com or (469) 892-8636.
Children
This site is not directed to children under 13, and we do not knowingly collect their information.
Changes
We may update this policy. The date above shows when it was last revised.