Privacy Policy

Effective date: November 9, 2026

This website, owners.shieldlifehq.com (the "Site"), is operated by Willie Ashford III, Licensed Insurance Agent (NPN 16667397), doing business as ShieldLife HQ and Ashford Group FFL ("we," "us," or "our"). This policy explains what information we collect through the Site, how we use it, who we share it with, and the choices you have.

The short version: We collect only what you choose to give us, plus basic website analytics. We use it to send you your results or guide and to contact you about retirement income and insurance if you ask us to. We never sell your information.

1. Information we collect

Information you give us. When you use the Site's forms, you may provide:

Contact details: your name, phone number, email address, and state.
Business details you choose to share: your company name, industry, number of owners and employees, your age range, the topics you want to review, and the best time to reach you.
Your consent record: whether you agreed to be contacted, and the date and time you agreed.

Information collected automatically. We use Google Analytics to understand how visitors use the Site. It may collect your device and browser type, pages visited, approximate location (city or region), how you arrived at the Site (such as an ad or a link, including campaign tags in the web address), and similar usage data, using cookies or similar technologies.

The Site does not ask for, and you should not enter, Social Security numbers, bank or account numbers, or medical information.

2. How we use your information

To respond to your request for a business owner review.
To contact you by phone, text, or email about your results and about retirement income and insurance products, only if you gave consent.
To prepare for a conversation with you, including which plans you were shown and which one you chose.
To meet our legal and regulatory duties as a licensed insurance agent, including suitability and best-interest requirements and record keeping.
To improve the Site and understand which pages and advertising are useful.

3. Calls, texts, and emails

If you check the consent box, you agree that Willie Ashford III may contact you at the number and email you provided, including by automated means, about retirement income and insurance products. Consent is not a condition of any purchase. Message frequency varies. Message and data rates may apply.

Texts: reply STOP at any time to stop receiving text messages, or HELP for help.
Email: use the unsubscribe link in any email, or contact us below.
Calls: tell us during any call, or contact us below, and we will add you to our do-not-call list.

Mobile information: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent are never sold or shared with any third party, except with the service providers that deliver our messages on our behalf.

4. How we share information

We do not sell or rent your personal information. We share it only as follows:

Service providers that run the Site and our office tools on our behalf, such as website and form hosting (Netlify), workflow automation (Zapier), email, spreadsheet and file storage (Google), scheduling (TidyCal), and website analytics (Google Analytics). They may use the information only to provide services to us.
Insurance carriers and our marketing organization, only if you decide to request an illustration or apply for a product, as needed to quote, process, and service your application.
Legal and regulatory reasons: when required by law, subpoena, or a state insurance department, or to protect our rights and the safety of others.
Business transfer: if our agency is sold or transferred, your information may move to the new owner under the same protections described here.

5. Cookies and analytics choices

You can block or delete cookies in your browser settings. You can also opt out of Google Analytics with Google's browser add-on at tools.google.com/dlpage/gaoptout. The Site works without cookies.

6. How long we keep information

We keep your information for as long as needed to respond to you and to meet the record-keeping rules that apply to licensed insurance agents, which can require keeping certain records for several years. When it is no longer needed, we delete it or make it anonymous.

7. How we protect information

We use reasonable safeguards, including encrypted (HTTPS) connections and access-controlled accounts with reputable providers. No method of sending or storing data online is completely secure, so we cannot guarantee absolute security.

8. Your choices and rights

You may ask us to tell you what information we have about you, correct it, or delete it, and you may withdraw your consent to be contacted at any time. Contact us using the details below, and we will respond within a reasonable time. Some information may need to be kept to meet legal obligations. Depending on your state, you may have additional rights under state privacy or insurance information laws; we will honor them as required.

9. Children

The Site is meant for adults. We do not knowingly collect information directly from anyone under 18.

10. Links to other websites

The Site links to other sites, such as our scheduling page and insurance carrier websites. Their privacy practices are governed by their own policies, not this one.

11. Changes to this policy

We may update this policy from time to time. The effective date at the top shows when it last changed. Significant changes will be posted on this page.

12. Contact us

Willie Ashford III, Licensed Insurance Agent
ShieldLife HQ / Ashford Group FFL
Phone or text: (708) 742-7234
Email: info@ashfordgroupffl.com