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Privacy Notice
Effective date: November 10, 2026
Who we are
Calvin Nelson, San Diego, California ("we", "us"). This notice explains what we collect when you use this page and its questions, why, and what choices you have.
Contact us about your information: connect@calvinnelson.com or 10085 Scripps Ranch Ct, San Diego, CA 92131.
What we collect
- Contact details: your name, email address, and mobile phone number.
- Where you live: your state.
- Your answers: your current work situation, what interests you, your experience with financial services, and the best time to reach you.
- How you found us: the link or campaign you came from, and the name or code of the person who shared it with you.
- Your consent: what you agreed to, and when.
- Technical data: our hosting service may automatically log things like your IP address and browser type. [Confirm. Add or remove analytics, advertising pixels, or cookies if any are used.]
We do not ask for your Social Security number, bank or card numbers, or government ID on this page.
Why we collect it
- To follow up with you about this opportunity and set up a time to talk.
- To prepare for that conversation using the answers you gave.
- To keep a record of your consent and your request.
- To understand which links and campaigns work, and to improve this page.
- To protect against spam and misuse, and to meet legal requirements.
We do not sell your information
We do not sell your personal information. We do not rent it or trade it. [Confirm: we also do not share it for cross-context behavioral advertising. If an advertising pixel from a social or ad platform is used on this page, this statement must change.]
Who can see your information
- Our team: the person who shared this page with you, and the people on our team who follow up with new inquiries. [Confirm whether agency leadership or other team members outside the referring agent can see leads.]
- Service providers that help us run this page and follow up with you: website hosting [Netlify, confirm], a customer record system or spreadsheet [name], scheduling [Calendly, confirm], and calling or texting [name, if used]. They may use your information only to provide their service to us.
- Legal and safety: if the law requires it, or to protect rights and safety. If our business is sold or reorganized, your information may transfer as part of that.
Calls, texts, and email
If you check the contact box, you agree that we may contact you by phone, text, or email about this opportunity. [Confirm whether any automated dialing or texting technology is used, and update this sentence to match.] You can ask us to stop at any time. Reply STOP to a text, or tell us on a call or by email.
A separate optional box covers occasional text messages about training and events. You do not have to check it to submit your information. Message and data rates may apply. Your choice on that box does not affect your inquiry.
How long we keep it
We keep your information [for X months after our last contact / until you ask us to delete it, whichever comes first. Set a real retention period.] We keep a record of any request to stop contact so that we honor it.
Your choices and rights
You can ask us to:
- tell you what personal information we have about you,
- correct information that is wrong,
- delete your information,
- stop contacting you.
California residents also have the right to opt out of the sale or sharing of personal information, which we do not do, to limit the use of sensitive personal information, and to not be treated differently for using these rights. Residents of some other states have similar rights.
To make a request, contact us at connect@calvinnelson.com. We may need to confirm it is really you. We will respond within the time the law requires, normally 45 days. You may also use an authorized agent to make a request for you.
Do Not Track
[State whether this page responds to Do Not Track browser signals. Because this page does not use cookies or tracking tools today, say so only if that stays true.]
Security
We use reasonable measures to protect your information. No method of sending or storing data is completely secure, so we cannot promise absolute security.
Who this page is for
This page is for adults 18 and older. We do not knowingly collect information from children.
Changes to this notice
If we change this notice, we will post the new version here and update the effective date. If we make a material change to how we use information you have already given us, we will tell you before we use it that way.