Privacy Policy

Who operates this website

Florida Medicare Plan Review is operated by Legacy United Benefits Group dba Legacy United Insurance Group, a licensed insurance agency. This policy describes how the agency collects, uses, discloses, and retains information through this website and related communications.

Categories of information we collect

We may collect identifiers and contact details such as your name, telephone number, email address, and ZIP code; eligibility and preference information such as date of birth and Medicaid status; information you choose to discuss with a licensed agent; consent and communication records; and technical information such as IP address, browser type, device data, referring page, timestamps, and website activity.

Do not submit a Medicare number, Social Security number, financial account information, medical records, or detailed health information through the website form.

Sources of information

We collect information directly from you when you complete a form, call, email, or communicate with an agent. We may also receive technical and consent-verification data from website, communications, analytics, security, and lead-certification service providers.

How we use information

We use information to respond to your request; identify the service area associated with your ZIP code; connect you with an agency-authorized licensed insurance agent; provide information about Medicare insurance options; communicate by the methods you authorized; document consent and opt-out requests; prevent fraud and protect the website; maintain records; comply with CMS, carrier, and other legal requirements; and improve our services.

Recipients and disclosures

Information may be disclosed to agency employees and licensed insurance agents acting on behalf of Legacy United Benefits Group dba Legacy United Insurance Group; insurance carriers when you request carrier-specific information or direct us to proceed with an application or enrollment; and contracted providers supporting hosting, customer relationship management, telephone, text, email, consent verification, analytics, security, recordkeeping, and compliance. Information may also be disclosed when required by law, legal process, regulators, or to protect rights, safety, and security.

Medicare beneficiary data and other TPMOs

We do not sell or transfer personal beneficiary data to an unaffiliated third-party marketing organization for Medicare marketing or enrollment without prior express written consent that is obtained separately for each recipient, prominently identifies that recipient, and lets you accept or reject the transfer.

Cookies and similar technology

The website and its service providers may use cookies, pixels, logs, and similar technologies to operate the site, remember preferences, measure activity, document consent, detect abuse, and improve performance. Browser controls may allow you to limit cookies, although some features may not function as intended.

Retention

We retain information only for as long as reasonably necessary to respond to requests, provide services, maintain consent and communication records, meet carrier and CMS oversight obligations, resolve disputes, prevent fraud, and comply with applicable law. Retention periods vary by record type and legal or contractual requirement. When information is no longer needed, we take reasonable steps to delete, de-identify, or securely dispose of it.

Your choices and rights

You may revoke marketing consent or ask not to receive future calls or texts at any time. Where applicable, you may request access to, correction of, or deletion of personal information, or information about its use and disclosure. We may verify your identity and retain records when required for legal, compliance, fraud-prevention, or operational purposes.

Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information. No website, transmission, or storage system can be guaranteed completely secure.

Policy updates and contact

We may update this policy by posting a revised version and effective date. For questions or privacy requests, email info@legacyunitedadvisors.com or call 855-411-8582 (TTY 711).