Privacy Policy

Effective Date: October 22, 2026

This Privacy Policy explains how Patricia Rawls, doing business as Carson Consulting ("we," "us," or "our"), collects, uses, shares, and protects your information when you visit carsonconsultinglife.com (the "Site"), use the Fit Finder, book a consultation, or contact us.

1. Information We Collect

Information you give us:

Contact details: name, phone number, and email address

Details that help narrow coverage options: state, age or date of birth, coverage goals, budget, and tobacco use

General health information you choose to share, such as whether you have conditions like diabetes

Answers to the Fit Finder or survey, booking details, and messages you send us

Information collected automatically: device and browser type, IP address, pages viewed, the page that referred you, and approximate location, collected through cookies, pixels, and similar technologies.

Communication records: records of our calls, texts, and emails, including the date, time, and form where you gave text-message consent.

Please do not submit Social Security numbers, bank account numbers, or payment card numbers through the Site's forms or by text message. Applications are completed securely with the insurance carrier.

2. How We Use Your Information

We use your information to:

Respond to your questions and requests

Help narrow carrier and coverage options that may fit your needs and budget

Schedule and hold consultations, and send reminders and follow-up by phone, email, and (with your consent) text message

Help you apply for coverage with the carrier you choose

the Site, our educational content, and our services

Comply with the law, prevent fraud, and protect our rights

3. How We Share Your Information

We share information only as needed:

Insurance carriers you choose to apply with, to process a quote or application.

Service providers that help us run our business, such as our website and CRM platform, scheduling, email, text-messaging, and hosting providers. They may use your information only to provide services to us. Our website and CRM platform account is provided through Equity Insurance Partners (EIP), the agency Carson Consulting partners with. We do not share your information with EIP for its own marketing.

Advertising platforms such as Meta (Facebook and Instagram). If you visit the Site or click one of our ads, tracking tools such as the Meta pixel may send Meta information about your visit, your actions on the Site, and when you book a consultation through our scheduling page. If you submit a lead form through a Facebook or Instagram ad, Meta passes us the information you submit.

Legal and safety reasons: to comply with laws, regulators, or legal process, or to protect rights and safety.

Business changes: if our business is sold or reorganized, your information may transfer to the new owner.

We do not sell your personal information to data brokers or lead-list companies. We do not share your mobile phone number or text-message opt-in consent with third parties or affiliates for their marketing or promotional purposes.

4. Cookies and Tracking Technologies

This Site and our advertising use cookies, pixels, and similar technologies. They help the Site work, remember your preferences, show which pages are visited, and measure how our Facebook and Instagram ads perform. The Meta (Facebook) pixel, where enabled on the Site, may collect information such as the pages you visit, the actions you take, and whether you book a consultation, and share it with Meta so we can measure and improve our ads. You can manage cookies in your browser settings, control how ads are shown to you through your Facebook and Instagram Ad Settings, or visit aboutads.info. Some browsers offer "Do Not Track" or similar signals; the Site may not respond to them.

5. Text Messages

We send text messages only if you opt in. Our SMS Terms (/sms-terms) explain how texting works, including how to opt out by replying STOP.

6. Your Choices and Rights

Texts, emails, and calls: You can opt out of text messages by replying STOP, out of emails by using the unsubscribe link, or out of any contact by telling us directly.

Access, correction, and deletion: You may ask to see, correct, or delete the personal information we hold about you. Depending on where you live, you may have additional rights under state law. Contact us using the details below and we will respond as required by law.

Records we must keep: We may need to keep certain information to meet insurance record-keeping and legal obligations, even after you ask us to delete it.

7. How Long We Keep Information

We keep information as long as needed to serve you, meet legal and insurance record-keeping requirements, and resolve disputes.

8. Security

We use reasonable administrative and technical safeguards to protect your information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

9. Information You Give a Carrier

When you apply for coverage, the carrier collects and uses your information under its own privacy notice, which it will provide to you.

10. Third-Party Links

The Site may link to other websites (including carriers, Ethos, and Calendly). We are not responsible for their privacy practices.

11. Children's Privacy

This Site is not directed at anyone under 18, and we do not knowingly collect information from children. Parents and guardians can contact us to discuss coverage for a child, but we do not collect a child's information directly through the Site.

12. Changes to This Policy

We may update this Privacy Policy. The effective date above shows the latest revision.

13. Contact Us

Patricia Rawls | Carson Consulting
Carson Consulting operates remotely and serves clients by phone and email.
Phone: (903) 625-7910
Email: [email protected]
Related pages: Terms & Conditions (/terms) · SMS Terms (/sms-terms)