Privacy Policy
Last Updated: 3/19/2026
At Ethical Insurance Solutions, we value your privacy. This policy explains how we handle your personal information when you express interest in our Life Insurance, Annuity, and Medicare products.
1. Information We Collect
To provide accurate quotes and professional consultations, we may collect the following types of information:
Contact Information: Name, phone number, email address, and mailing address.
Demographic Data: Date of birth, gender, and marital status.
Health & Lifestyle: Basic health history, tobacco use, and hobbies (to determine insurance eligibility).
Financial Information: Current coverage details and financial goals for annuity planning.
Medicare Specifics: Current enrollment status and Medicare Part A/B effective dates.
2. How We Use Your Information
We use the information collected primarily to:
Contact you regarding your request for insurance or annuity quotes.
Evaluate your eligibility for various insurance products.
Provide personalized recommendations for Medicare Advantage, Supplement, or Part D plans.
Comply with legal and regulatory requirements (e.g., CMS guidelines for Medicare).
3. Consent and Communication
By submitting your information through our [website/form], you provide express written consent for Ethical Insurance Solutions to contact you via:
Phone calls (including automated technology or pre-recorded messages).
Text messages (SMS/MMS).
Email.
Note: Consent is not a condition of purchase. You may opt out at any time by replying "STOP" to texts or clicking "Unsubscribe" in emails.
4. Information Sharing & Disclosure
We do not sell your personal data to third-party "lead lists." We only share your information with:
Insurance Carriers: To obtain formal quotes or submit applications.
Service Providers: Secure platforms used to manage our communications (e.g., CRM or email software).
Legal Authorities: When required by law or to prevent fraud.
5. Data Security
We implement industry-standard security measures, including encryption and secure servers, to protect your sensitive health and financial data from unauthorized access.
6. No Sharing
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. information sharing to subcontractors in support services, such as customer service, is permitted.
7. Your Rights
Depending on your location, you may have the right to:
Request a copy of the data we hold about you.
Request that we delete your personal information.
Correct any inaccuracies in your data.
8. Contact Us
If you have questions about this Privacy Policy or wish to update your preferences, please contact us at:
Ethical Insurance Solutions Email: [email protected]
Phone: 321-301-0012
Address: 15257 Amberly Dr Ste 453, Tampa, FL 33647