Effective Date: August 25, 2026
EvanTheInsuranceMan is the professional brand of Evan Warden, a licensed life insurance agent based in Jacksonville, Florida. In this Privacy Policy, “EvanTheInsuranceMan,” “we,” “us,” and “our” refer to EvanTheInsuranceMan and Evan Warden in connection with the services described below.
This Privacy Policy explains how personal information may be collected, used, maintained, and disclosed when you visit our website, complete an online qualification form, request a Final Expense Qualification Call, schedule an appointment, communicate with us, or choose to pursue an insurance application.
1. Information You Provide
Depending on how you interact with us, we may collect information you voluntarily provide, including:
- Your name.
- Your telephone number.
- Your email address, if provided during appointment scheduling or another communication.
- Your age or age range.
- Your state of residence.
- General information about your income stability or ability to maintain insurance premiums.
- Your approximate monthly insurance budget.
- Whether you have an available payment method, without requesting banking or payment-account details through the initial qualification form.
- Whether you can participate in the insurance decision.
- A general, self-reported health classification.
- Whether you are interested in applying for insurance if an available option meets your needs and budget.
- Appointment scheduling information.
- Communication preferences, consent selections, and related records when collected.
The website qualification form is intended to collect general information relevant to determining whether a Final Expense Qualification Call may be an appropriate next step. The qualification form is not an insurance application.
The initial qualification form is not intended to request your full date of birth, Social Security number, bank-account or payment-card numbers, detailed medical diagnoses, prescription information, or detailed beneficiary information.
Please do not provide sensitive application information through the qualification form or by ordinary email or text message.
Additional information may be requested separately if you choose to discuss your insurance needs, schedule an appointment, or proceed with an insurance application.
2. Information Collected Automatically
Depending on the website features and third-party services in use, certain information may be collected automatically when you visit or interact with the website.
This information may include:
- Your Internet Protocol address.
- Browser or device information.
- Pages visited and interactions with website features.
- The date and time of your visit.
- The website, advertisement, or other source that directed you to our website.
- Information relevant to website operation, security, or the prevention of misuse.
If appointment scheduling, analytics, or advertising-measurement services are used, those services may collect relevant website-activity information or use cookies or similar technologies in connection with their services.
The information collected depends on the specific website features and third-party services in use.
3. How We Use Information
We may use personal information to:
- Review information submitted through the qualification form.
- Determine whether a Final Expense Qualification Call may be an appropriate next step.
- Respond to your request for information or an appointment.
- Make appointment scheduling available when appropriate.
- Contact you about a requested call, appointment confirmation, reminder, or related follow-up, consistent with the permissions you provide.
- Discuss potential life insurance options.
- Assist with an insurance application if you separately choose to apply.
- Maintain appointment, communication, and consent records when applicable.
- Operate and protect the website.
- Help prevent spam, fraud, abuse, or unauthorized activity.
- Evaluate website traffic or advertising performance if applicable analytics or advertising-measurement services are used.
- Address applicable insurance, licensing, legal, regulatory, and recordkeeping requirements.
Submitting a qualification form does not require you to purchase insurance.
4. Telephone Calls and Text Messages
If you provide your telephone number and any required consent, Evan Warden, EvanTheInsuranceMan, or a service provider assisting with appointment communications may contact you about your requested Final Expense Qualification Call or related appointment matters.
These communications may include telephone calls, text messages, scheduling information, appointment confirmations, reminders, or related follow-up.
Message and data rates may apply depending on your mobile carrier.
Consent to receive calls or text messages is not a condition of purchasing insurance.
If you receive a text message and no longer wish to receive additional text messages, you may reply STOP or contact us using the information in the Contact section below. You may also contact us to request that we stop calling you.
5. Appointment Scheduling and Third-Party Services
If scheduling is available for your requested Final Expense Qualification Call, you may be directed to Calendly or presented with a Calendly scheduling feature on our website.
Calendly may collect information associated with your appointment, such as your name, email address, telephone number, scheduling details, and answers to any appointment-related questions.
When a Calendly scheduling feature is displayed or used, Calendly may also collect information about interactions with that feature and may use cookies or similar technologies.
Additional information about Calendly’s practices is available in the Calendly Privacy Notice.
We may also use third-party providers for website hosting, appointment scheduling, communications, website security, administrative services, and, when applicable, analytics or advertising measurement.
Third-party providers may process personal information as necessary to provide their services. Their handling of information may also be subject to their own privacy notices and contractual responsibilities.
6. Insurance Applications and Coverage Decisions
The online qualification form and appointment scheduling process are separate from any formal insurance application.
If you decide to apply for insurance, additional information may be required by the applicable insurance company. Depending on the product and application process, this may include identity, health, financial, payment, beneficiary, and other application-related information.
Application information may be collected or processed by Evan Warden, the applicable insurance company, and authorized service providers involved in the application process.
Insurance companies may handle application information according to their own privacy notices, underwriting procedures, and applicable requirements.
Completing a qualification form, scheduling an appointment, or discussing insurance options does not guarantee eligibility, approval, a particular price, policy issuance, insurance coverage, or acceptance by an insurance company.
Insurance availability, pricing, and approval depend on the applicable insurer, your individual circumstances, state availability, policy terms, and any applicable application or underwriting requirements.
7. How Information May Be Shared
We may disclose personal information when reasonably necessary to:
- Website hosting, communications, scheduling, security, or administrative service providers involved in operating our website or assisting with requested services.
- Analytics or advertising-measurement providers if those services are used.
- Insurance companies and their authorized service providers if you choose to pursue or submit an insurance application.
- Government agencies, regulators, courts, law enforcement, or other parties when disclosure is required or otherwise appropriate to address legal obligations.
- Other appropriate parties when needed to help prevent fraud, protect website security, respond to misuse, or protect legal rights.
- Another person or organization when you request or authorize the disclosure.
The information shared depends on the nature of your request, the services involved, and the circumstances requiring disclosure.
8. Data Retention
We may retain qualification-form submissions, appointment information, communication records, consent records, and related business information for periods appropriate to the purpose for which the information was collected.
Retention periods may vary depending on the type of information, the status of your request, business needs, applicable insurance or licensing obligations, legal requirements, and recordkeeping responsibilities.
Third-party scheduling providers, communications providers, and insurance companies may retain information according to their own practices and applicable obligations.
9. Data Security
We take reasonable steps intended to protect personal information in light of the nature of the information and the services used to collect, maintain, or process it.
However, no website, electronic communication, or information-storage system can be guaranteed to be completely secure.
Please do not send Social Security numbers, banking information, payment-account details, detailed medical information, or other sensitive application information through ordinary email, text message, or the initial website qualification form.
10. Privacy Requests and Communication Choices
You may contact us to ask about personal information we maintain, request correction of inaccurate information, request deletion of certain information, or withdraw permission for future telephone calls or text messages.
Requests will be considered based on the information involved, applicable law, and any insurance, licensing, legal, fraud-prevention, or recordkeeping obligations.
We may need information sufficient to reasonably verify your identity before responding to a request.
Certain records may need to be maintained despite a deletion request when retention is required or otherwise appropriate.
To submit a privacy request, use the contact information provided in the Contact section below.
11. Children’s Privacy
This website and the insurance-related services described on it are intended for adults.
We do not knowingly request personal information from children under 18 through the online qualification process.
If you believe a child has submitted personal information through the website, please contact us so we can review the situation and take appropriate action.
12. External Websites
Our website may contain links to websites or services operated by third parties.
Third-party websites and services are responsible for their own privacy practices, content, and security. We encourage you to review their privacy notices before providing personal information.
13. Changes to This Privacy Policy
We may update this Privacy Policy to reflect changes in our website, business practices, services, or applicable requirements.
When this policy is updated, the revised version will be posted with an updated effective date.
14. Contact
Questions about this Privacy Policy, privacy requests, or communication preferences may be directed to:
EvanTheInsuranceMan
Evan Warden
Jacksonville, Florida
Email:ehwarden@gmail.com