Privacy Policy

Last updated: December 2024

Introduction

Clear Path Health & Wealth Planning LLC ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our services.

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide when using our services, including:

  • Name (first and last)
  • Email address
  • Phone number
  • ZIP code
  • Date of birth
  • Medicare enrollment status

Automatically Collected Information

When you visit our website, we may automatically collect:

  • IP address
  • Browser type and version
  • Device information
  • Pages visited and time spent
  • Referring website
  • Cookies and similar tracking technologies

How We Use Your Information

We use the information we collect to:

  • Provide Medicare insurance quotes and recommendations
  • Contact you regarding insurance products and services
  • Respond to your inquiries and requests
  • Send marketing communications (with your consent)
  • Improve our website and services
  • Comply with legal obligations
  • Detect and prevent fraud

Information Sharing

We may share your information with:

  • Insurance carriers to provide quotes and facilitate enrollment
  • Third-party service providers who assist our operations
  • Partner companies (with your consent)
  • Legal authorities when required by law

We do not sell your personal information to third parties.

Your Consent

By submitting information through our forms, you consent to receive marketing and telemarketing contacts, including artificial or pre-recorded messages, emails, and text messages from insurance companies, their agents, the owner of this website, and partner companies at the telephone number and email address you provide. You understand that consent is not required as a condition of purchasing goods or services and that your telephone company may impose charges for these contacts. You may revoke consent at any time by contacting us.

Cookies and Tracking

We use cookies and similar tracking technologies to enhance your experience on our website. You can control cookie settings through your browser preferences. Disabling cookies may limit some features of our website.

Data Security

We implement appropriate technical and organizational measures to protect your personal information. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

Your Rights

Depending on your location, you may have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your information
  • Opt out of marketing communications
  • Withdraw consent where applicable

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing any personal information.

Children's Privacy

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page with an updated "Last updated" date.

Contact Us

If you have questions about this Privacy Policy or our practices, please contact us at:

Clear Path Health & Wealth Planning LLC
Email: jason@jasontheinsuranceguy.com
Phone: (513) 951-8114

Important Disclosure

This website is not connected with the federal government or the federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE (1-800-633-4227) to get information on all of your options.