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Privacy Policy

Privacy Policy

Last updated: July 30, 2026

Who We Are

This Privacy Policy explains how Angela Cartwright, doing business as Whole Life Solutions, an independent insurance agent with the Transamerica Agency Network, collects, uses, and protects the information you share with us. Our office is located at 201 1st Street NW Suite 2, Cleveland, TN 37311, and you can reach us at 423.790.2692.

Information We Collect

When you work with us, request a quote, or use our website, we may collect:

  • Your name, contact information, date of birth, and address
  • Insurance-application information you provide when applying for or servicing a policy
  • Information you submit through forms on our website, including our contact and quote request forms
  • Appointment and scheduling details when you book a consultation with us

How We Use Your Information

We use the information you provide to prepare and present insurance quotes, service your policy, schedule and confirm appointments, and communicate with you about your account. We do not use your information for anything beyond what is needed to help you and serve your policy.

SMS / Text Messaging

If you provide your mobile phone number, you may receive text messages from Whole Life Solutions. Consent to receive these messages is obtained when you complete an application or enrollment form with us, or when you check the SMS-consent box on our website's contact form.

Message types you may receive include appointment confirmations and reminders, policy and account service updates, and client-portal access links.

Mobile opt-in information and consent are never sold, rented, or shared with third parties or affiliates for marketing purposes.

Message frequency varies. Message and data rates may apply. Reply HELP for help at any time, or STOP to opt out of text messages at any time.

How We Share Your Information

We share your information only with the insurance carriers necessary to quote, issue, or service your policy, and with service providers who help us operate our business (for example, scheduling or communication tools). We never sell your information.

Data Security & Retention

We take reasonable steps to protect the information you share with us and keep it only for as long as needed to serve your policy and meet our recordkeeping obligations as a licensed insurance agent.

Your Choices

You may request access to, correction of, or deletion of your personal information at any time by contacting us by phone or through our website contact form using the details below. You may also opt out of text messages at any time by replying STOP.

Contact Us

Questions about this Privacy Policy or your information? Reach out anytime.

423.790.2692
201 1st Street NW Suite 2, Cleveland, TN 37311