Privacy Policy

Welcome to PlanWell Benefits. We are dedicated to safeguarding the privacy and personal information of our visitors and clients. This Privacy Policy provides detailed information on how we handle and protect your data on our website, https://www.planwellbenefits.com/. By engaging with our Site, you consent to the collection, storage, and use of your personal information as described in this Privacy Policy and our Terms of Use.

1. Information Collection:

We collect personal information such as name, contact details, and financial information as necessary for providing our services.

2. Use of Information:

The collected information is used for the purpose of offering insurance, retirement planning, and medical care services, and may also be used for communication and marketing with user consent.

3. Security:

We employ reasonable security measures to protect the confidentiality and integrity of user information.

4. Third-Party Disclosure:

We do not sell, trade, or otherwise transfer personally identifiable information to third parties without user consent, except as required by law.

5. Cookies:

We may use cookies to enhance user experience and for analytics. Users can control cookie preferences through their browser settings.

6. Data Retention:

User data is retained for as long as necessary for the purposes outlined in this Privacy Policy or as required by law.

7. Updates to the Privacy Policy:

We reserve the right to update our Privacy Policy, and users will be notified of any changes.