Privacy Policy

At SOTA Senior Benefits, we deeply respect your privacy. Whether you're a long-time client or a first-time visitor to our website, we are fully committed to safeguarding the information you share with us. This Privacy Policy outlines how we collect, use, and protect your personal information.

Information We Collect

The only personal information we collect while you’re on our website is information you voluntarily provide when submitting a form to request Medicare or health insurance information. This may include:

  • Your name

  • Zip code

  • Gender

  • Age

  • Email address

  • Phone number

We do not ask for sensitive identifiers such as your Social Security number or Medicare claim number on our website.

We do not sell, rent, or trade your personal information to lead vendors, data brokers, or unrelated third parties.

How We Use Your Information

The information you provide is used solely to:

  • Respond to your inquiries

  • Provide accurate insurance quotes

  • Assist you in exploring your Medicare and health insurance options

Your data is accessible only to authorized, licensed individuals within our agency who are directly involved in helping you.

If you choose to apply for coverage through SOTA Senior Benefits, we will only share the necessary information with the insurance carrier you’ve selected to complete your application.

Phone calls from our team may be monitored or recorded for training and quality assurance purposes.

Cookies and Tracking Technologies

To improve your experience and better understand how visitors interact with our website, we use cookies and similar tracking technologies. These tools help us:

  • Remember your preferences

  • Measure site performance and visitor behavior

  • Deliver more relevant advertising about SOTA Senior Benefits across the web

In some cases, we may work with trusted service providers to help us deliver targeted advertising. This involves sharing limited user data in a hashed and salted format using industry-standard encryption methods. This process ensures the data is obscured and unreadable, while still allowing advertising platforms to recognize returning visitors or display relevant ads based on past site activity.

We do not sell your personal information. However, under certain privacy laws—such as the California Consumer Privacy Act (CCPA)—this kind of data sharing for advertising purposes may be considered a “share” of personal information.

Disclosure to Outside Parties

We do not disclose your personal information to outside parties except in the following circumstances:

  • When you authorize us to submit an application to a specific insurance carrier

  • When working with trusted vendors who help us operate our website or marketing systems—under strict confidentiality and data protection agreements

  • When required by law or regulatory authorities

Your information is never sold, and your contact details (such as your email address or phone number) will never be provided to unrelated third parties.

Your Privacy Rights

Depending on your state of residence, you may have certain rights under applicable data privacy laws, including:

  • The right to know what personal data we collect

  • The right to request access or deletion of your data

  • The right to opt out of the sharing of personal information for advertising purposes

To exercise any of these rights, please contact us using the details provided below.

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