Privacy Policy

Effective Date: February 1, 2025

1. Introduction

Planners Choice LLC ("we," "our," or "us") respects your privacy and is committed to protecting it through this Privacy Policy. This policy explains how we collect, use, disclose, and safeguard your information when you visit our website, www.plannerschoice.com, and our services.

2. Information We Collect

We collect several types of information, including:

  • Personal Identifiable Information (PII): Name, email address, phone number, mailing address, and any other information provided voluntarily.

  • Health Information (PHI - Protected Health Information): If required to assist in insurance recommendations, we may collect limited health-related information in compliance with HIPAA.

  • Automatically Collected Information:

    • Information about your browser, network, and device.

    • Web pages you visited prior to coming to this website.

    • Web pages you view while on this website.

    • Your IP address.

    • Clicks, internal links, pages visited, scrolling, searches, and timestamps.

This website is hosted by Squarespace, which collects personal data when you visit, as described above, to operate, protect, and improve its platform and services. Squarespace analyzes data in a de-personalized form.

3. How We Use Your Information

We use collected information to:

  • Provide, operate, and improve our services.

  • Contact you regarding inquiries, services, or marketing communications (with proper consent).

  • Ensure compliance with applicable regulations, including HIPAA.

  • Prevent fraud, enforce terms, and protect our website’s security.

  • Analyze site traffic and activity through Squarespace analytics.

4. HIPAA Compliance & Protection of Health Information

As a provider of Medicare-related services, we follow HIPAA regulations to ensure that Protected Health Information (PHI) is handled securely. 

5. Consent to communications

By submitting your information, you agree to receive communications, including calls, texts, and prerecorded messages, from Planners Choice, LLC and its affiliates regarding our services. Consent is not a condition of purchase. Standard message and data rates may apply. Reply STOP to opt out.

6. Sharing of Information

We do not sell or rent your personal information. We may share your data only in the following circumstances:

  • With authorized insurance carriers, subsidiaries, affiliates, and third parties regarding your Medicare options and other insurance products.

  • With third-party service providers, including but not limited to:

    • Squarespace, our website hosting provider, to operate and maintain this website.

    • Google Workspace, for collaboration, communication and scheduling for online appointment bookings.

    • Adobe Fonts and Google Fonts, to render website content properly.

  • When required by law, subpoena, or government request.

7. Your Rights & Choices

You have the right to:

  • Access and Update Information: Request a copy of your personal information or correct inaccuracies.

  • Opt-Out of Communications: Unsubscribe from marketing emails via the link at the bottom of emails.

  • Request Data Deletion: Subject to legal requirements.

8. Data Security

We implement reasonable safeguards to protect your personal and health information. However, no online transmission is 100% secure and we cannot guarantee complete security. Use caution when sharing sensitive information online.

9. Use of Cookies & Tracking Technologies

This website uses cookies and similar technologies, which are small text files downloaded to a device when visiting our site. Squarespace requires certain necessary cookies for website functionality.

Analytics and performance cookies are used to track site traffic and user behavior but are only activated when you acknowledge our cookie banner. To learn more about Squarespace cookies, visit Squarespace's Cookie Policy.

10. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of external sites and encourage you to review their policies.

11. Children’s Privacy

Our services are not directed at individuals under 18. We do not knowingly collect information from minors.

12. Changes to This Privacy Policy

We may update this policy periodically. Changes will be posted on this page with the revised date.

13.Acceptance of Terms

Your use of Our Site signifies acceptance of this policy.

14. Contact Us

For questions about this Privacy Policy or to exercise your rights, contact us at: matt@plannerschoice.com or (732) 778-0292.