W.I.N. Financial Agency ("WIN Financial Agency," "we," "us") respects your privacy. This policy explains what we collect and how we use it.
Information we collect: name, phone number, email, mailing address, and information you provide on our forms or during consultations to help us recommend insurance and financial products.
How we use it: to contact you about your inquiry, schedule and confirm appointments, process and service insurance applications and policies, send policy and review reminders, and, with your consent, share educational events and offers.
Sharing: we share information only as needed to provide our services, for example with insurance carriers and our affiliated marketing organization to quote, submit and service your policy, or when the law requires it. We do not sell personal information.
SMS/text messaging: 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 service providers that deliver our messages. Message frequency varies. Msg & data rates may apply. Reply STOP to opt out at any time, or HELP for help.
Security: we use reasonable safeguards to protect your information.
Your choices: you can opt out of texts (reply STOP), unsubscribe from emails, or ask us to update or delete your information by contacting us.
Contact: W.I.N. Financial Agency, 3901 Calverton Blvd, Suite 130, Beltsville, MD 20705 · 301-973-6496 · [email protected]
Effective date: October 20, 2026
SMS Opt-In and Mobile Information: When you opt in to text messages from W.I.N. Financial Agency on our website forms, we collect your mobile number and consent to send appointment, policy and event messages. Mobile information and SMS opt-in data and consent will not be shared with or sold to third parties or affiliates for marketing or promotional purposes. You can opt out at any time by replying STOP.
Cookies and Tracking: Our website uses cookies and similar technologies to operate the site, remember preferences and understand site usage. You can disable cookies in your browser settings; some features may not work without them.
SMS Terms and Conditions - W.I.N. Financial Agency
1. Program description: W.I.N. Financial Agency (WIN Financial Agency) sends text messages to people who opt in on our website forms or booking pages, including appointment confirmations and reminders, policy application status updates, annual policy review reminders and financial education workshop invitations.
2. Opt-out: You can cancel at any time. Text STOP to our number to unsubscribe. You will receive one confirmation message, and then no more messages unless you opt in again by replying START.
3. Help: Text HELP for assistance, or contact us at (301) 973-6496 or [email protected].
4. Message frequency varies. Message and data rates may apply.
5. Carriers are not liable for delayed or undelivered messages.
6. You must be 18 years of age or older to opt in to this program.
7. Consent to receive texts is not a condition of purchase.
8. Privacy: See our Privacy Policy at https://winfinancialagency.com/privacy-policy. We do not share or sell your mobile number or SMS opt-in data with third parties for marketing purposes.