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Privacy Policy

At Ronnie Financial Group LLC, we take your privacy seriously and are committed to protecting the personal information of our clients and website visitors. This Privacy Policy outlines how we collect, use, and safeguard the information you provide to us when seeking health, life, or Medicare insurance services.



Collection of Information

We collect information that clients and visitors voluntarily provide through forms on our website, phone calls, or during consultations. This may include:

Name

Phone number

Email address

Date of birth

Address

Insurance interests or details related to your insurance needs (e.g., health, life, or Medicare coverage)

We only collect the information necessary to provide the services you request, connect you with the right insurance products, or respond to your inquiries.



Use of Information

The information we collect is used solely to:

Contact you in response to your inquiry or request

Provide insurance quotes and recommendations tailored to your needs

Follow up on insurance applications or service requests

Deliver appointment confirmations or reminders

Share updates relevant to your insurance coverage or account

Improve your experience with our services and website

We do not use your information for purposes unrelated to the original intent of your submission. Your information will never be distributed, transferred, or shared with any third party outside of the scope of providing insurance services, unless required by law.


Mobile Information

We do not sell, rent, or share opt-in mobile information with any third parties for marketing or promotional purposes. Mobile numbers provided will only be used to deliver messages you have consented to receive, such as appointment reminders or important service updates.
Text messaging originator opt-in data and consent will not be shared under any circumstances.


HIPAA Disclaimer

Because we assist clients with health and Medicare insurance, some of the information you provide may be considered Protected Health Information (PHI) under the Health Insurance Portability and Accountability Act (HIPAA).

Ronnie Financial Group LLC complies with applicable HIPAA requirements regarding the privacy and security of PHI.

Any PHI you provide will only be used or disclosed for purposes of obtaining insurance coverage, managing your insurance requests, or as otherwise permitted or required by law.

We will not share your PHI with unauthorized parties for marketing or promotional purposes.

By providing health-related information to us, you consent to its use and disclosure in accordance with this Privacy Policy and HIPAA regulations.


Data Security

We implement reasonable and appropriate technical and administrative safeguards to protect the personal information you provide. All sensitive data is stored securely and is accessible only to authorized personnel.


Cookies and Tracking Technologies

Our website may use cookies and similar technologies to enhance the user experience, analyze site usage, and improve functionality. Cookies do not collect personally identifiable information unless you provide it voluntarily. You can manage cookie preferences through your browser settings.


Your Rights and Access

You have the right to:

Request access to the personal information we hold about you

Update or correct your information

Request deletion of your personal information, subject to applicable law

To exercise these rights, please contact us using the information below.


Children’s Privacy

We do not knowingly collect or solicit information from individuals under the age of 13. If you are a parent or guardian and believe your child has submitted personal information, please contact us immediately so we can remove it from our records.


Policy Updates

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements. Updates will be posted on this page with a revised “Last updated” date. Continued use of our website or services indicates your acceptance of these updates.


Contact Us

If you have any questions about this Privacy Policy, HIPAA compliance, or how your personal information is handled, please contact us:

Ronnie Financial Group LLC
📧 Email: [email protected]
📞 Phone: (941) 267-2355