Privacy Policy

At Watson Retirement Services, we value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard the information you provide to us through our website and communication channels.

1. Information We Collect

We collect information that you voluntarily provide when you fill out our contact forms, request a quote, or communicate with us. This may include:

  • Contact Information: Name, email address, mailing address, and phone number.
  • Health & Financial Data: Information relevant to Medicare eligibility, retirement goals, or insurance plan selection.
  • Technical Data: IP address, browser type, and usage data collected through cookies to improve your experience on our site.

2. How We Use Your Information

We use the information collected to:

  • Provide personalized Medicare and retirement planning consultations.
  • Process your requests for insurance quotes or plan enrollments.
  • Communicate with you via phone, email, or SMS regarding your inquiry.
  • Comply with federal and state regulatory requirements (CMS).

3. SMS Messaging & 10DLC Compliance

If you opt-in to receive text messages from us, the following applies:

  • Consent: By providing your mobile number and opting in, you agree to receive automated and manual text messages. Consent is not a condition of purchase.
  • No Third-Party Sharing: Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
  • Opt-In: You may opt in to receive SMS messages from Watson Retirement Services in the following ways
  • By submitting an online form


  • Opt-Out: You may opt-out of SMS communications at any time by replying STOP. For help, reply HELP.
  • Frequency: Message frequency varies based on your account activity and requests. Standard message and data rates may apply.

4. Information Sharing and Disclosure

We do not sell, rent, or lease your personal information to third parties. We only share your information with:

  • Insurance Carriers: To facilitate your enrollment in a requested plan.
  • Service Providers: Trusted vendors who assist us in operating our website or conducting our business, so long as those parties agree to keep this information confidential.
  • Legal Requirements: When required by law, such as to comply with a subpoena or similar legal process.

5. Data Security

We implement a variety of security measures to maintain the safety of your personal information. We use encrypted connections and secure servers to protect sensitive data transmitted online.

6. Your Rights

Depending on your state of residence, you may have the right to:


  • Request access to the personal data we hold about you.
  • Request the correction of inaccurate data.
  • Request the deletion of your data, subject to legal retention requirements.

7. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Effective Date."

8. Contact Us

If you have any questions regarding this Privacy Policy, you may contact us at:

Watson Retirement Services

Name: George Watson
Email: watsonretirementservices@gmail.com
Phone: (203) 671-9242