Privacy Policy for Plan Guidance

At Plan Guidance, we are committed to protecting your
privacy. This Privacy Policy explains how we collect, use, and protect your
personal information when you visit our website or use our services. By
accessing or using our website, you agree to the collection and use of your
information as described in this policy.

1. Information We Collect

We collect the following types of information:


Personal Information: This includes your name, email address, phone number, mailing address, date of birth, Medicare number, and other information necessary to assist you with your insurance needs and provide you with educational resources on Medicare and annuities.

Non-Personal Information: This includes information like your IP address, browser type, and other technical data that helps us improve our website's performance and user experience.

2. How We Use Your Information

We use the information we collect for the following purposes:

  • To provide you with information and services related to Medicare insurance

    and annuities.

  • To respond to inquiries and requests for assistance.

  • To improve our website, services, and marketing efforts.

  • To communicate with you, including sending newsletters, promotional offers, or other marketing materials.

3. HIPAA Compliance

We are an independent insurance agent, and while we assist individuals with their Medicare insurance needs, we do not provide healthcare services or act as a healthcare provider. Therefore, we do not directly handle Protected Health Information (PHI) under HIPAA.

Any personal information (such as your Medicare number)shared with us is for the purpose of helping you find and enroll in the appropriate insurance plans. If you provide us with health-related information, we do not store it as PHI, and it will be used solely for the purpose of assisting you with insurance services.

Please note that any PHI you share directly with insurance providers is subject to their privacy policies and HIPAA compliance. We encourage you to review the privacy policies of these third-party providers to understand how your information is managed.


4. Data Security

We implement industry-standard security measures to protect your personal information. However, please understand that no method of electronic transmission or storage is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.

5. Disclosure of Your Information

We may disclose your personal information to:


Insurance Providers: To assist you with finding and enrolling in insurance plans, we may share your information with third-party insurance providers, who will use your information to provide you with options. These providers are responsible for their own privacy practices, and we encourage you to review their privacy policies.

Service Providers: We may share your data with third-party service providers, including Go High Level, who assist us in marketing, communication, and customer relationship management. These service providers are obligated to protect your data and comply with applicable privacy laws.

Legal Compliance: We may disclose your personal information if required by law, such as in response to a subpoena or other legal process.


6. Your Rights and Choices

You have the right to:

Access: Request a copy of the personal information we have on file for you.

Correction: Request that we correct any inaccurate or incomplete personal information.


Opt-out: Opt-out of receiving marketing communications by following the unsubscribe instructions in our emails or contacting us directly.


7. Changes to This Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time. Any changes will be posted on this page, and the revised policy will be effective immediately upon posting.

8. Limitation of Liability

While we strive to ensure the accuracy and security of your personal information, we cannot guarantee its complete security. We are not responsible for any loss, misuse, or unauthorized access to your personal information that is beyond our control.

9. Contact Us

If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us at:

Plan Guidance

4378 S Hwy 66

Morgan UT
84050


[email protected]

801-918-5479.


Disclaimer:

No Healthcare Services Provided: We are not a healthcare provider or health plan. We are an independent insurance agent, assisting you with educational resources and helping you find Medicare and other insurance plans. Not a Covered Entity Under HIPAA: As an independent insurance agent, we do not handle Protected Health Information (PHI) under HIPAA. Any PHI shared with insurance providers is subject to their privacy policies and HIPAA regulations.

 

Privacy Policy for Plan Guidance

At Plan Guidance, we are committed to protecting your
privacy. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website or use our services. By accessing or using our website, you agree to the collection and use of your
information as described in this policy.

1. Information We Collect

We collect the following types of information:


Personal Information: This includes your name, email address, phone number, mailing address, date of birth, Medicare number, and other information necessary to assist you with your insurance needs and provide you with educational resources on Medicare and

annuities.

Non-Personal Information: This includes information like your IP address, browser type, and other technical data that helps us improve our website's performance and user experience.

2. How We Use Your Information

We use the information we collect for the following purposes:

  • To provide you with information and services related to Medicare insurance

    and annuities.

  • To respond to inquiries and requests for assistance.

  • To improve our website, services, and marketing efforts.

  • To communicate with you, including sending newsletters, promotional offers, or other marketing materials.

3. HIPAA Compliance

We are an independent insurance agent, and while we assist individuals with their Medicare insurance needs, we do not provide healthcare services or act as a healthcare provider. Therefore, we do not directly handle Protected Health Information (PHI) under HIPAA.

Any personal information (such as your Medicare number)shared with us is for the purpose of helping you find and enroll in the appropriate insurance plans. If you provide us with health-related information, we do not store it as PHI, and it will be used solely for the purpose of assisting you with insurance services.

Please note that any PHI you share directly with insurance providers is subject to their privacy policies and HIPAA compliance. We encourage you to review the privacy policies of these third-party providers to understand how your information is managed.


4. Data Security

We implement industry-standard security measures to protect your personal information. However, please understand that no method of electronic transmission or storage is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.

5. Disclosure of Your Information

We may disclose your personal information to:


Insurance Providers: To assist you with finding and enrolling in insurance plans, we may share your information with third-party insurance providers, who will use your information to provide you with options. These providers are responsible for their own privacy practices, and we encourage you to review their privacy policies.

Service Providers: We may share your data with third-party service providers, including Go High Level, who assist us in marketing, communication, and customer relationship management. These service providers are obligated to protect your data and comply with applicable privacy laws.

Legal Compliance: We may disclose your personal information if required by law, such as in response to a subpoena or other legal process.


6. Your Rights and Choices

You have the right to:

Access: Request a copy of the personal information we have on file for you.

Correction: Request that we correct any inaccurate or incomplete personal information.

Opt-out: Opt-out of receiving marketing communications by following the unsubscribe instructions in our emails or contacting us directly.


7. Changes to This Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time. Any changes will be posted on this page, and the revised policy will be effective immediately upon posting.

8. Limitation of Liability

While we strive to ensure the accuracy and security of your personal information, we cannot guarantee its complete security. We are not responsible for any loss, misuse, or unauthorized access to your personal information that is beyond our control.

9. Contact Us

If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us at:

Plan Guidance

4378 S Hwy 66

Morgan UT
84050


[email protected]

801-918-5479.


Disclaimer:

No Healthcare Services Provided: We are not a healthcare provider or health plan. We are an independent insurance agent, assisting you with educational resources and helping you find Medicare and other insurance plans. Not a Covered Entity Under HIPAA: As an independent insurance agent, we do not handle Protected Health Information (PHI) under HIPAA. Any PHI shared with insurance providers is subject to their privacy policies and HIPAA regulations.

 

Plan Guidance

Find the Medicare Plan Right for You

Contact Us

(801) 918 5479

Utah, USA

We are a non-government entity. We do not offer every plan available in your area. Currently we represent 6 organizations which offer 31 products in the Weber county area, each county varies. Please contact Medicare.gov, 1-800-Medicare, or your local State Health Insurance Program to get information on all of your options.

Copyright 2025 . All rights reserved |Terms | Privacy

Plan Guidance

Contact Us

(801) 918 5479

Utah, USA

Find the Medicare Plan Right for You

We are a non-government entity. We do not offer every plan available in your area. Currently we represent 6 organizations which offer 31 products in the Weber county area, each county varies. Please contact Medicare.gov, 1-800-Medicare, or your local State Health Insurance Program to get information on all of your options.

Copyright 2025. All rights reserved | Terms | Privacy