Privacy Policy
Last updated October 5, 2026
Following Seas Retirement is the business name of Perry Bonney, a licensed insurance agent. This policy explains what we collect on followingseasretirement.com, how it's used, and your choices.
What we collect
- What you give us: your name, phone number, email address, state, and your answers to the review questions.
- What your browser sends: the page you visited, the ad or link that brought you here, device and browser type, and the date and time. We use cookies and similar tools, including the Meta pixel, to measure our advertising.
Please don't enter account numbers, Social Security numbers or other sensitive financial details on this site.
How we use it
- To contact you about the Retirement Risk Review you asked for, by phone, text message and email.
- To prepare for and conduct your review.
- To measure and improve our advertising and this website.
- To keep records the law requires, including a record of your consent to be contacted.
Who we share it with
- Leveraged Financial, the licensed insurance agency that conducts Retirement Risk Reviews, so they can prepare for and hold the review you asked for.
- Service providers that run our website, customer records, scheduling, and phone, text and email systems, under agreements that limit their use of your information.
- Advertising platforms such as Meta, which receive limited data to measure ad results.
- Where the law requires it.
We do not sell your personal information, and we do not share it with lead networks or other insurance marketers.
Text messages
If you give us your mobile number and consent, Following Seas Retirement and Leveraged Financial may text you about your retirement review, including appointment reminders. Message frequency varies. Message and data rates may apply. Reply STOP to any text to opt out, or HELP for help. Consent to receive texts is not a condition of any purchase.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent are not shared with any third party, except with the providers that deliver the messages.
Your choices
- Stop calls, texts or emails at any time: see Do Not Call / Opt Out.
- Ask what we hold about you, or ask us to correct or delete it: contact details to be added.
- You can block cookies in your browser settings. The site still works.
Keeping it safe, and how long we keep it
We use reasonable safeguards to protect your information, and we keep it only as long as needed for the purposes above or as the law requires. No website can promise perfect security.
Children
This site is for adults. We don't knowingly collect information from anyone under 18.
Contact
Following Seas Retirement · Perry Bonney
mailing address to be added
phone and email to be added
We may update this policy. The date at the top shows the latest version.