Privacy Policy

Introduction

Elevation Senior Benefits, LLC (“Elevation Senior Benefits,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, retain, and protect information when you visit our website, request information, schedule a coverage review, submit a form, or otherwise communicate with us.

Information We Collect

Information You Provide

We may collect information that you voluntarily provide, including:

• Name
• Email address
• Telephone number
• ZIP code, county, or state
• Preferred contact method
• Appointment information
• Questions or messages submitted through the website
• Information voluntarily provided during a consultation

Do not submit Social Security numbers, Medicare identification numbers, detailed medical records, financial-account information, or other highly sensitive information through a general website contact form.

Information Collected Automatically

When you visit the website, certain information may be collected automatically, including:

• Internet Protocol address
• Browser and device type
• Operating system
• Pages viewed
• Referring website
• Approximate location
• Date and time of access
• Cookie and analytics information

How We Use Information

We may use information to:

• Respond to inquiries and requests
• Schedule and conduct coverage reviews
• Provide information about Medicare and insurance products
• Communicate regarding appointments and requested services
• Review coverage options using information voluntarily provided
• Operate, maintain, and improve the website
• Protect against fraud, misuse, and security threats
• Comply with legal, regulatory, carrier, licensing, and recordkeeping requirements
• Maintain business and compliance records

Telephone, Text, and Email Communications

When you provide contact information and request contact, we may communicate with you by telephone, email, or text message regarding your inquiry, appointment, or requested services.

Providing contact information does not require you to purchase or enroll in an insurance product.

Message and data rates may apply to text messages.

You may request that we stop nonessential communications at any time.

Any separate marketing, telephone, or text-message consent language displayed beside a website form is governed by the language presented with that form.

How We Share Information

We do not sell personal information to advertisers.

We may disclose information to:

• Insurance carriers when necessary to obtain information, prepare an application, or process an enrollment authorized by you
• Field marketing organizations, general agencies, enrollment platforms, quoting providers, and service providers supporting our operations
• Scheduling, email, telephone, CRM, hosting, analytics, and cybersecurity providers
• Government agencies, regulators, courts, or law-enforcement authorities when required
• Attorneys, accountants, compliance professionals, and other professional advisors
• A successor organization in connection with a merger, acquisition, restructuring, or transfer of business assets

Personal beneficiary information collected for Medicare Advantage or Part D marketing or enrollment will only be shared with another third-party marketing organization when the legally required consent has been obtained.

Cookies and Analytics

The website may use cookies and similar technologies to:

• Operate website functions
• Remember preferences
• Understand website traffic
• Measure website performance
• Protect website security

Third-party services may collect information according to their own privacy policies.

You may manage certain cookies using your browser settings. Disabling cookies may affect website functionality.

Data Security

We use reasonable administrative, technical, and physical safeguards intended to protect information.

However, no website, electronic transmission, or storage system can be guaranteed completely secure.

Data Retention

We retain information for as long as reasonably necessary to:

• Respond to inquiries
• Provide requested services
• Maintain required business and compliance records
• Meet legal, regulatory, carrier, and licensing obligations
• Resolve disputes
• Enforce agreements

Your Privacy Choices

You may contact us to:

• Request access to personal information we maintain about you
• Request correction of inaccurate information
• Request deletion, subject to legal and record-retention requirements
• Change communication preferences
• Withdraw consent for future nonessential communications

We may need to verify your identity before fulfilling a request.

Children’s Privacy

This website is intended for adults and is not directed to children under 13.

We do not knowingly collect personal information from children under 13.

External Websites

The website may contain links to government agencies, insurance carriers, scheduling providers, LinkedIn, or other external websites.

We do not control the privacy, content, or security practices of external websites. Use of an external website is governed by that website’s policies.

Changes to This Privacy Policy

We may update this Privacy Policy periodically.

The revised version will be posted on this page with an updated “Last Updated” date.

Contact Us

For questions or privacy requests, contact: