Effective Date:

Jan 1, 2024

This Privacy Policy explains how Protective Planning Insurance (DBA) of Independent Solutions, LLC, Jonathan Ryan Howell and any one directly working for me or the company, collects, uses, and discloses personal information about our customers, prospective customers, and visitors to our website at ProtectivePlanningInsurance.com. COLLECTION OF PERSONAL INFORMATION: We collect your phone number and/or email through our contact information form or during new client intake, and with your consent we will send you text messages and/or emails related to enrollment, renewal, or tax reconciliation, if you’ve opted in. Reply STOP at any time to unsubscribe from text messages. We will never share your customer data with third parties for marketing or promotional purposes.

Your personal information, like SSN, health conditions, or income, will only be shared if the need arises with those working directly for Protective Planning Insurance (DBA) or Jonathan Ryan Howell (head agent) for purposes of your enrollment, renewal, tax reconciliation, or other needed reasons related to being a quality agent providing the best service possible. This information is kept safe and is not shared outside of the organization, nor is shared with anyone outside of who you have given authorization on the Client Consent form, nor shared with third party marketing agencies.