Privacy Policy

1. Who We Are

Symmetry Financial ("we," "us," or "our") is the insurance business of Clay Williams, a life insurance agent. We help people find final expense life insurance coverage. This Privacy Policy explains what information we collect when you submit one of our forms on Facebook or Instagram, how we use it, and the choices you have.

2. Information We Collect

We collect only the information you choose to give us, including:

• Your name
• Phone number
• Email address
• The state you live in
• Your age
• Your answers to questions on our forms, such as how much coverage you are interested in

We may also receive basic ad information, such as which ad or campaign you responded to. When you submit a Facebook or Instagram lead form, Meta Platforms, Inc. shares the information you entered with us. Meta's own use of information is covered by Meta's Privacy Policy at facebook.com/privacy/policy, not by this policy.

3. How We Use Your Information

• To contact you by phone call, text message, and email about the coverage you asked about
• To answer your questions and provide insurance quotes
• To keep records of our communications with you and meet legal requirements

4. How We Share Information

We do not sell your personal information. We share it only:

• With licensed insurance companies (carriers), and only as needed to quote or apply for the coverage you asked about
• With service providers who help us respond to you, such as our phone, text messaging, email, and customer management providers, and only as needed to provide those services
• When required by law

Mobile phone numbers and text messaging consent are not shared with third parties or affiliates for their marketing purposes.

5. Text Messages (SMS)

Message frequency varies. Message and data rates may apply. Reply STOP to any message to stop receiving texts. Reply HELP for help.

6. How Long We Keep Information

We keep your information as long as needed to respond to your request and as required by law.

7. Your Choices

• Texts: reply STOP to any message.
• Calls or email: ask us to stop calling or emailing you, using the contact details below.
• Delete your information: contact us and ask us to delete it, except where we must keep it by law.

8. Children

Our services are not directed to anyone under 18, and we do not knowingly collect information from children.

9. Changes to This Policy

We may update this policy from time to time. When we do, we will post the new version on this page and change the effective date above.

10. Contact Us