Skip to content Senior Healthcare Planning LLC, doing business as Senior Healthcare Planning (“Senior Healthcare Planning,” “we,” “us,” or “our”), respects your privacy and is committed to protecting it through this Privacy Policy (“Policy”). This Policy describes the types of information we may collect from you or that you may provide (“Personal Information”) through our website (“Website”) and our related products and services (collectively, the “Services”), and our practices for collecting, using, maintaining, protecting, and disclosing that Personal Information. By accessing or using our Website or Services, you acknowledge that you have read, understood, and agree to this Policy. This Policy does not apply to the practices of companies that we do not own or control, or to individuals that we do not employ or manage.
You can access and use the Website without providing Personal Information. However, if you choose to request information, schedule an appointment, submit a form, or otherwise interact with us, you may be asked to provide certain Personal Information, such as your name, email address, phone number, and other information you choose to submit through forms, scheduling tools, chat features, consultations, or other communications. We may also automatically collect certain information when you visit our Website, such as your IP address, general location information (such as city and state), device type, browser type, operating system, pages viewed, time spent on pages, referring or exit pages, and website interactions such as button clicks and form events.
We collect Personal Information to help serve you better and to support our business operations, including:
Responding to your questions and requests,
Scheduling and managing appointments (virtual, phone, or in-person),
Providing Medicare-related education, guidance, and enrollment assistance when requested,
Operating and improving our Website and Services,
Communicating with you regarding your inquiry, appointments, and follow-ups,
Maintaining internal recordkeeping and quality assurance,
Measuring advertising and marketing performance,
Helping protect against fraud, misuse, or security threats,
Complying with applicable legal obligations.
We act as a data controller when we determine the purposes and means of processing your Personal Information. In limited circumstances, we may act as a data processor when we process Personal Information only under the instructions of another party. Processing depends on how you interact with the Website and Services, where you are located, and whether one of the following applies:
You have given consent for one or more specific purposes,
Providing information is necessary for us to provide Services you request,
Processing is necessary for compliance with a legal obligation, or
Processing is necessary for our legitimate business interests, such as operating and improving our Services.
We may combine or aggregate information to better understand usage trends and improve our Website and Services, provided that such information does not identify you personally.
Our Website and Services may use cookies and similar technologies to personalize your experience, operate the Website, improve performance, and support analytics and advertising. You can choose to accept or decline cookies through your browser settings. If you choose to decline cookies, some parts of the Website may not function properly. We may use both session cookies (which expire when you close your browser) and persistent cookies (which remain until you delete them or they expire). Cookies may also be placed by third-party advertisers or analytics services, which may have their own privacy policies. For more detailed information about how we use cookies, please see our Cookie Policy.
We may use analytics and advertising tools that rely on cookies, pixels, and similar technologies to understand how visitors use our Website and to measure marketing performance. These technologies may collect information such as your device and browser information, IP address, pages visited, and actions taken on the Website. These tools help us improve Website performance and user experience, understand visitor activity and engagement, and measure advertising results and optimize campaigns. Depending on how our systems are configured, limited information may be shared with advertising platforms for measurement and attribution purposes.
We may share Personal Information with trusted third parties that help us operate our business and deliver Services, such as providers that support website hosting, security, and performance, customer relationship management and recordkeeping, appointment scheduling and communications (phone, email, and text messaging), website analytics and reporting, and advertising measurement and marketing support. We do not sell your Personal Information. We may also disclose Personal Information if required or permitted by law, such as to comply with legal process, respond to lawful requests, protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a government request.
We retain Personal Information for as long as necessary to provide Services, maintain records for business, legal, and compliance purposes, and resolve disputes. Retention periods may vary depending on the type of information and the reason it was collected.
By providing your phone number and/or email address, you agree that we may contact you regarding your inquiry and requested services. Communications may include phone calls, text messages, and emails related to appointment scheduling, follow-ups, and Medicare-related education or assistance. You may opt out of marketing emails at any time by following the unsubscribe instructions included in those emails.
You are not required to consent to receiving text messages as a condition of receiving services. By providing your mobile phone number and opting in, you consent to receive text messages related to your inquiry and our Services. Message frequency may vary, and message and data rates may apply. You may opt out at any time by replying STOP, and you may request assistance by replying HELP. We do not share text message content with unaffiliated third parties for their own marketing purposes.
Our Website and Services are not intended for individuals under the age of 18. We do not knowingly collect Personal Information from children under 18. If you believe that a child has provided Personal Information to us, please contact us so we can take appropriate action.
Some browsers incorporate a Do Not Track feature that signals websites you visit that you do not want to have your online activity tracked. The Website may not respond to all Do Not Track signals. You may manage tracking preferences through your browser settings and any available opt-out tools provided by relevant platforms.
The Website and Services may contain links to other resources that are not owned or controlled by us. We are not responsible for the privacy practices of such third-party resources. We encourage you to review the privacy policies of any third-party websites you visit.
We maintain reasonable administrative, technical, and physical safeguards designed to protect Personal Information. However, no data transmission over the Internet or wireless network can be guaranteed to be completely secure. By using the Website and Services, you acknowledge that there are security and privacy limitations inherent to the Internet.
Depending on your location, you may have rights regarding your Personal Information, including the right to access, correct, or request deletion of certain information. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. To request assistance, contact us using the information below.
Senior Healthcare Planning is not affiliated with or endorsed by the U.S. government, the federal Medicare program, or any state or federal agency. We provide educational information and assistance to individuals who request help understanding Medicare coverage options.
We reserve the right to modify this Policy at any time. When we do, we will revise the “Last Updated” date at the top of this page. Your continued use of the Website and Services after changes become effective constitutes acceptance of the revised Policy.
If you have any questions, concerns, or requests regarding this Policy or the information we hold about you, please contact us at:
Phone: 982-544-6509
Last Updated: 02/21/2026
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