Privacy Policy

Preliminary privacy notice for the Medicare Planning website and client portal. This notice describes the intended handling of information and must be reviewed and approved before production use.

Information collected

Contact forms and client accounts may collect names, email addresses, telephone numbers, coverage information, messages, and information voluntarily supplied by visitors. Referral submissions may contain contact information of people who have agreed to be referred.

How information is used

Information is intended to support Medicare education, requested consultations, client communications, and administration of client coverage records. Do not send medical records through ordinary email.

Service providers and external links

External quoting and enrollment websites have their own privacy practices. Portal hosting, authentication, and communications involve technology providers subject to applicable contractual and security requirements.

Security and your choices

Use your own password and do not share it. Contact our office to request access to or correction of your account information, or to ask about communication preferences. Do not upload sensitive health information until appropriate safeguards have been verified.

Contact

info@medicare-planning.com · (785) 979-9796

Before launch, supplement this notice with verified retention, cookies, sharing, rights, breach response, HIPAA applicability, and vendor practices. This is not a representation of HIPAA compliance.