Your information, handled with care

Short, plain language — because a privacy policy you can actually understand is part of honest service.

Draft for review: This page is a working draft prepared for Plan Choice Advisors. Before publishing, it must be reviewed and approved for accuracy and compliance, including state-specific requirements. It should not be treated as final legal advice.

What we collect

When you contact Plan Choice Advisors through this website, we ask for basic contact details: your name, email address, phone number, and the topic of your question. If you submit an employment inquiry through the Careers page, you may optionally provide a resume and information about your insurance licensing and experience. We do not collect Social Security numbers, Medicare numbers, or personal medical information through this website — please do not send those through our forms.

How we use it

We use the information you provide for one purpose: understanding and responding to your inquiry. Customer inquiries go to our advisory team; employment submissions go to the agency's leadership. We do not sell your information, and we do not add you to unrelated marketing lists without your consent.

How long we keep it

We keep inquiry information only as long as needed to respond to you and to meet applicable record-keeping obligations. You may ask us to correct or delete the information you've shared at any time by calling 813-492-5024.

Sharing

We share your inquiry only with the internal team member or authorized professional best positioned to help you, and with service providers that help us operate the website (such as our email delivery provider) — never for their own unrelated purposes.

Cookies & analytics

This website does not currently use advertising trackers or third-party analytics. We use only what the site needs to function.

Security

Form submissions are transmitted over encrypted connections (HTTPS) and stored securely. No system is perfectly secure, so we also minimize what we ask you to send in the first place.

Your choices

You may call 813-492-5024 at any time to: ask what information we hold about you, request corrections, request deletion, or opt out of further contact. Respecting your preferences is part of our job.

Contact

Questions about this policy? Call 813-492-5024 or write to Plan Choice Advisors, 7402 N 56th St, Tampa, FL 33617.

Effective date: October 23, 2026. This page is reviewed whenever our practices change.