Walter Rasby (License # 19445256)

This Privacy Policy describes how Walter Rasby (License # 19445256), an independent licensed insurance agent operating under Syndicate Financial Services (“we,” “us,” or “our”), collects, uses, and shares personal information that you provide through our advertising, websites, and lead-capture forms.

If you have questions about this policy or your data, contact us at wrasby@firstlinegrp.com or (704) 609-1169.

We collect the following personal information when you submit a form, click an advertisement, or otherwise contact us:

• Name, email address, phone number
• State of residence and ZIP code (where provided)
• Age range and basic financial-suitability information (only when relevant to a product inquiry)
• How you found us (referral source, advertising campaign, UTM parameters, IP address, device type)

When you interact with our advertising on Meta (Facebook, Instagram), Google, TikTok, or other ad platforms, those platforms also collect data about your interaction in accordance with their own privacy policies.

• To respond to your inquiry and discuss insurance options that may be appropriate for you
• To send follow-up communications by phone, text, or email about insurance products and related services
• To verify identity, prevent fraud, and comply with applicable insurance regulations
• To improve our advertising and our service to you

By submitting your information, you consent to receive communications from us at the contact details you provided. Standard message and data rates may apply for SMS. You can opt out of marketing communications at any time — see “Your choices” below.

We share your information only with the following:

• Syndicate Financial Services — our agency support team, for back-office processing, contracting, and case management
• Insurance carriers — only when you formally apply for a quote or policy
• Service providers we use to operate our business: CRM (Supabase), SMS delivery (Twilio), email delivery, calendar booking, and similar technical infrastructure
• When required by law — in response to subpoenas, court orders, or other legal process

We do not sell your personal information.

• Stop calls or texts: Reply STOP to any text message, or contact us at the email or phone number above.
• Stop emails: Click the unsubscribe link in any marketing email, or contact us directly.
• Request your data: Email us at wrasby@firstlinegrp.com to request a copy of the personal information we have about you, or to request that we delete it.
• California residents: You have rights under the CCPA to request access to, deletion of, and information about the sale or sharing of your personal information. We do not sell your data.

We use cookies and similar tracking technologies on our websites and ad campaigns to remember your preferences, measure ad performance, and prevent fraud. Ad platforms (Meta, Google, etc.) use their own cookies and pixels in accordance with their respective privacy policies. You can manage cookies through your browser settings.

We use reasonable administrative, technical, and physical safeguards to protect your information. No system is 100% secure, however, and we cannot guarantee the absolute security of data transmitted over the internet.

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

We may update this Privacy Policy from time to time. The “Last updated” date at the top of the page reflects the most recent revision. Continued use of our services after changes are posted constitutes acceptance of the updated policy.

Walter Rasby (License # 19445256)

Licensed insurance agent · NC

Email: wrasby@firstlinegrp.com

Phone: (704) 609-1169

Operating under Syndicate Financial Services