Privacy Policy

Effective Date: October 1, 2026

The Turning 65 Advisor ("we," "us," or "our") respects your privacy. This Privacy Policy explains what information we collect, how we use it, and the choices you have. By using our website or scheduling a consultation with us, you agree to the practices described in this policy.

1. Who We Are

The Turning 65 Advisor is an independent, licensed Medicare-contracted insurance broker serving clients in Peoria, Surprise, and the surrounding Arizona area. We do not maintain a public physical office; consultations are conducted by phone and, where scheduled, in person by appointment.

2. Information We Collect

We may collect the following types of information when you interact with our website or schedule a consultation:

Contact information you provide, such as your name, phone number, and email address
Appointment and scheduling information submitted through our online booking system
Information you voluntarily share with us during a consultation, which may include details about your current health coverage, medications, or health-related needs, for the purpose of identifying suitable Medicare plan options
Basic technical information about your visit to our website (such as browser type), if analytics or similar tools are in use

3. How We Use Your Information

We use the information we collect to:

Schedule and conduct your consultation
Identify and discuss Medicare plan options that may fit your needs
Communicate with you about your coverage, including plan changes or renewal reminders
Comply with recordkeeping and disclosure requirements applicable to licensed Medicare brokers

We do not sell your personal information to third parties.

4. Third-Party Services

Our website uses a third-party scheduling platform to manage consultation bookings. When you book a consultation, information you enter into that scheduling tool is subject to that provider's own privacy practices in addition to this policy. We encourage you to review the privacy policy of any third-party service you interact with through our site.

Depending on the products discussed, we may also work with quoting or enrollment platforms (for example, to submit an application on your behalf) once you've decided to move forward with a plan. Information shared with those platforms is handled according to their own privacy policies as well.

5. Phone Calls and Recording

As disclosed at the start of any call, calls with our office may be recorded for compliance and quality assurance purposes. By speaking with us over the phone, you acknowledge this practice.

6. Cookies and Tracking

[This section should be updated to accurately reflect any analytics tools, tracking pixels, or cookies actually in use on the live site (for example, Google Analytics or a Meta/Facebook pixel). As currently drafted, no such tools have been confirmed as active.]

7. SMS / Text Messaging Communications

If you provide your mobile phone number and opt in to receive text messages from The Turning 65 Advisor, message frequency may vary, and message and data rates may apply. You can opt out of receiving text messages at any time by replying STOP. For help, reply HELP, or contact us directly at (520) 955-5619.

Mobile information collected for text messaging purposes will not be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent are not shared with any third parties, except as necessary to provide the text messaging service itself (for example, our SMS service provider) or as required by law.

8. How We Protect Your Information

We take reasonable steps to protect the personal information you share with us. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

9. Your Choices

You may contact us at any time to ask what information we have on file for you, to request corrections, or to request that we delete information we hold about you, subject to any recordkeeping requirements we are legally obligated to follow as a licensed insurance broker.

10. Children's Privacy

Our services are intended for individuals who are approaching or have reached Medicare eligibility age. Our website and services are not directed at children under 13, and we do not knowingly collect personal information from children.

11. Changes to This Policy

We may update this Privacy Policy from time to time. The "Effective Date" at the top of this page will reflect the most recent revision.

12. Contact Us

If you have questions about this Privacy Policy, please contact us:

Phone: (520) 955-5619
Email: privacy@theturning65advisor.com
We do not maintain a public physical office; please contact us by phone or email above.