Privacy Policy
Last updated: May 30, 2026
When you submit a form or book an appointment, we may collect your name, email address, phone number, state, date of birth, beneficiary information, coverage interest, appointment details, and any information you voluntarily provide in messages or forms.
We use submitted information to respond to insurance requests, match you with a licensed agent, confirm appointments, answer questions, maintain lead records, and improve our customer-care process.
We may use the insurance-related information you provide to help prepare a needs-based conversation with a licensed agent. Please do not submit Social Security numbers, bank account details, Medicare ID numbers, driver license numbers, or full medical records through this website, chat, or SMS.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. SMS opt-in data and consent will not be sold, rented, or shared with third parties for their marketing purposes.
Message frequency may vary based on your request and appointment activity. Message and data rates may apply. You may reply STOP to opt out or HELP for help.
We may use trusted service providers to operate the website, store lead information, send appointment messages, and support customer communications. These providers are used only to help deliver requested services and business operations.
If you request an insurance review, your information may be shared with a licensed insurance agent or appropriate brokerage support team member so they can respond to your request. If you choose to apply for coverage, carrier-specific applications and disclosures may apply.
We use reasonable administrative, technical, and organizational safeguards to protect submitted information. No method of transmission or storage is completely secure, so please do not submit Social Security numbers, bank information, Medicare ID numbers, or full medical records through website forms or chat.
You can ask us to update or remove your information from our active follow-up lists. You can opt out of SMS messages at any time by replying STOP.
We keep lead, appointment, and communication records only as long as reasonably needed for business, compliance, customer-care, dispute-resolution, and legal purposes.
This website is intended for adults requesting insurance information. We do not knowingly collect information from children under 13.
We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised effective date.
For privacy questions or help with your information, contact Senior Needs Marketing at 610-609-1653.