Last Updated: September 17, 2024

The owner is committed to protecting the privacy and security of your personal information. This

you interact with my agency. I take your privacy seriously and strive to comply with all

applicable laws and regulations concerning the protection of personal information, including the

Health Insurance Portability and Accountability Act (HIPAA) and other relevant healthcare

privacy laws. Please read this Privacy Policy carefully to understand how I handle your personal

information. By accessing or using my services, you consent to the practices described in this

1. Information I Collect

I may collect and maintain the following types of personal information when you engage with

my Medicare agency:

a. Personal Identifiable Information (PII): • Name • Address • Date of birth • Social Security

Number • Medicare and health insurance information

b. Health Information: • Medical history • Health conditions • Prescription and treatment

information

c. Contact Information: • Email address • Phone number

2. How I Use Your Information

I may use your personal information for the following purposes:

a. Provide Services: To facilitate your enrollment in Medicare and provide you with related

healthcare services.

b. Verify Eligibility: To determine your eligibility for Medicare and related benefits.

c. Billing and Payment: To process payments for Medicare plans and services.

d. Communication: To send you important information about your Medicare coverage, updates,

and other relevant communications.

e. Customer Support: To respond to your inquiries and provide customer support.f. Improve

Services: To analyze and improve my services, including the development of new

programs and offerings.

g. Legal Compliance: To comply with legal and regulatory requirements, including reporting

obligations to government agencies.

3. How I Protect Your Information

I take the security of your personal information seriously and employ reasonable administrative,

technical, and physical safeguards to protect it from unauthorized access, disclosure, alteration,

or destruction. I restrict access to your personal information to authorized employees and agents

who need it to perform their duties.

4. Sharing Your Information

I may share your personal information with third parties in the following circumstances:

a. Service Providers: I may share your information with third-party service providers who assist

in carrying out my services, subject to appropriate contractual safeguards.

b. Legal Requirements: I may disclose your information as required by law, regulation, or legalprocess.

c. Business Transfers: In the event of a merger, acquisition, or sale of all or part of my agency,

your personal information may be transferred to the acquiring entity.

No mobile information will be shared with third parties/affiliates for marketing/promotional
purposes. Information sharing to subcontractors in support services, such as customer service
is permitted. All other use case categories exclude text messaging originator opt-in data and
consent; this information will not be shared with any third parties.

5. Your Rights

You have certain rights regarding your personal information, including the right to access,

correct, and delete your information, as well as the right to opt-out of certain communications.

To exercise these rights, please contact me using the contact information provided on the

website.

6. Changes to This Privacy Policy

I may update this Privacy Policy from time to time to reflect changes in my practices or for other

operational, legal, or regulatory reasons. I will post the updated Privacy Policy on my website

and notify you of any significant changes.