Privacy Policy

Last Updated: October 20, 2026

1. Introduction

Jefferson Health Advisory Group ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and protect your personal information when you visit our website, request insurance information, schedule appointments, or communicate with us through phone, SMS, email, and other channels.

By using our website or services, you acknowledge this Privacy Policy. Participation in our SMS and email marketing programs requires separate consent where applicable.

2. Information We Collect

Contact Information

We may collect your name, email address, phone number, mailing address, and other information you voluntarily provide when requesting insurance information, completing contact forms, or scheduling appointments.

Insurance and Service Information

We may collect information about your insurance interests, coverage preferences, and other details necessary to assist with your inquiries and requested services.

Communications Data

When you opt in to receive SMS or email communications, we may collect your communication preferences, consent records, message history, and opt-out requests.

Website Usage Information

We may collect information through cookies, analytics tools, and similar technologies, including your IP address, browser type, device information, pages visited, and website interactions.

Appointment Information

If you schedule an appointment, we may collect information related to your appointment, including preferred dates, times, and services.

3. How We Use Your Information

We may use your information to:

Respond to inquiries and provide customer support.

Provide insurance information and requested services.

Schedule appointments and send confirmations or reminders.

Send SMS and email communications when you have provided the required consent.

Provide information about insurance products and services relevant to your interests.

Improve website functionality and customer experience.

Maintain communication consent and opt-out records.

Protect against unauthorized activity, fraud, and security threats.

Comply with applicable laws and regulatory requirements.

4. SMS Communications and Consent

Jefferson Health Advisory Group may send SMS messages to individuals who have expressly opted in to receive text communications.

Depending on the consent provided, messages may include:

Responses to insurance inquiries.

Appointment confirmations and reminders.

Customer service updates.

Insurance coverage information.

Promotional offers and marketing communications.

Message frequency varies based on your interactions and communication preferences.

Message and data rates may apply.

You may opt out at any time by replying STOP to any SMS message.

For assistance, reply HELP or contact us at 407-615-9987.

Consent to receive marketing text messages is not a condition of purchasing insurance products or services.

5. Cookies and Tracking Technologies

Our website may use cookies, pixels, and analytics technologies to improve website performance, understand visitor activity, and enhance the user experience.

You may manage or disable cookies through your browser settings. Certain website features may not function properly if cookies are disabled.

6. How We Share Your Information

Jefferson Health Advisory Group does not sell your personal information.

SMS Privacy and Non-Sharing Policy

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Information sharing with subcontractors in support services, such as customer service, messaging delivery, and technical support, is permitted when necessary to provide requested services.

All other use-case categories exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties for marketing or promotional purposes.

Service Providers

We may share necessary information with trusted service providers who assist with website hosting, scheduling, CRM management, SMS delivery, email communications, and analytics.

These providers are authorized to process information only as necessary to perform services on our behalf.

Insurance Providers and Business Partners

When necessary to fulfill your requested insurance services, we may share relevant information with insurance carriers, authorized providers, or other business partners, subject to applicable privacy requirements. SMS opt-in consent information is excluded from marketing or promotional sharing.

Legal Requirements

We may disclose information when required by law, regulation, court order, or other lawful process, or when necessary to protect our legal rights and security.

Business Transfers

In the event of a merger, acquisition, or business transfer, relevant information may be transferred in accordance with applicable law and appropriate privacy protections.

7. Your Privacy Choices

SMS Opt-Out

You may stop receiving SMS messages at any time by replying STOP. You will receive an opt-out confirmation and no further messages from that program unless you opt in again.

Email Unsubscribe

You may unsubscribe from marketing emails by clicking the unsubscribe link included in our emails.

Access, Correction, and Deletion

You may contact us to request access to, correction of, or deletion of your personal information, subject to applicable legal and regulatory requirements.

8. Data Security

We implement reasonable administrative, technical, and organizational safeguards to protect personal information from unauthorized access, disclosure, alteration, or destruction.

However, no internet transmission or electronic storage method is completely secure.

9. Data Retention

We retain personal information for as long as reasonably necessary to provide requested services, maintain business records, comply with legal obligations, and resolve disputes.

10. Children's Privacy

Our website and services are not directed toward children under the age of 13.

We do not knowingly collect personal information directly from children under 13 without appropriate parental consent.

11. Updates to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, services, or applicable legal requirements.

Any changes will be posted on this page with an updated revision date.

12. Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact:

Jefferson Health Advisory Group

Winter Springs, Florida

Phone: 407-615-9987

Email: [email protected]