Privacy Policy
Last updated: April 24, 2026
This Privacy Policy describes how Tucker Watkins (“we,” “us,” or “our”) collects, uses, and protects information you provide through tuckerwatkins.net (the “Site”). Green Line Money Method is a brand and YouTube channel name used by Tucker Watkins; this policy applies to information collected through the Site regardless of the branding under which you encountered it.
By using the Site or submitting information through it, you agree to the practices described in this policy. If you do not agree, please do not use the Site.
1. Information We Collect
We only collect information you voluntarily provide through forms or booking tools on the Site. Specifically:
Your name
Your email address
Your phone number
Appointment details you provide when booking a call (such as preferred date and time)
We do not use analytics tools, advertising pixels, or third-party tracking cookies on the Site.
2. How We Use Your Information
We use the information you provide to:
Respond to your inquiries and follow up on your request for information
Schedule and conduct appointments you book through the Site
Send you information about financial products and services you have asked about
Comply with applicable laws, including insurance licensing and regulatory requirements
We do not sell your personal information. We do not share it with third parties for marketing purposes.
3. How Your Information Is Stored
Your information is stored in a customer relationship management (CRM) system operated by HighLevel, which hosts the Site and the booking tools. Information may also be handled by the booking widget provider integrated with the Site. These service providers are contractually required to protect your information and use it only to provide services to us.
When you formally apply for an insurance or financial product, your information may also be shared with the insurance carriers you choose to apply with (such as Mutual of Omaha, John Hancock, or other Symmetry Financial Group carrier partners) solely for the purpose of processing that application. Their handling of your information is governed by their own privacy policies.
4. Text and Phone Communications
If you provide your phone number, you consent to being contacted by phone or text message regarding your inquiry or scheduled appointment. Message and data rates from your carrier may apply. You can opt out of text messages at any time by replying STOP or by contacting us directly.
5. Your Choices
You can ask us to:
Confirm what information we have about you
Correct information that is inaccurate
Delete your information from our records (except where we are required to keep it for legal or regulatory reasons)
Stop contacting you
To make any of these requests, email [email protected] or use the contact information at the bottom of this policy.
6. Children’s Privacy
The Site is intended for adults. We do not knowingly collect information from children under 13. If you believe a child has provided information through the Site, please contact us and we will delete it.
7. Security
We take reasonable steps to protect the information you provide, including relying on security measures provided by HighLevel and the booking widget provider. However, no method of transmitting or storing information over the internet is completely secure, and we cannot guarantee absolute security.
8. Changes to This Policy
We may update this Privacy Policy from time to time. When we do, we will update the “Last updated” date at the top. Changes take effect when posted. Your continued use of the Site after a change means you accept the updated policy.
9. Contact Us
If you have questions about this Privacy Policy or how your information is handled, please contact:
Tucker Watkins, CFP®
Website: tuckerwatkins.net
