Privacy Policy

Effective Date: September 9, 2026

Vital Health Strategies respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains how we collect, use, store, and disclose information obtained through our website, advertising, forms, phone calls, text messages, email, and other communications.

Information We Collect

We may collect information you voluntarily provide, including:

  • Name
  • Phone number
  • Email address
  • Mailing address
  • ZIP code or county
  • Date of birth or age-related information
  • Medicare eligibility or coverage information
  • Current insurance information
  • Preferred method of contact
  • Information related to your Medicare or insurance questions

We may also collect general technical information such as browser type, device type, IP address, pages visited, referral source, and website analytics information.

How We Use Your Information

We may use your information to:

  • Respond to your questions or requests
  • Provide Medicare and insurance education
  • Contact you regarding an inquiry you submitted
  • Schedule or confirm appointments
  • Assist with insurance or Medicare plan reviews
  • Provide customer service
  • Maintain customer and prospective customer records
  • Send requested information by phone, text, or email
  • Improve our website, advertising, and services
  • Comply with legal, regulatory, carrier, and compliance requirements

Facebook and Instagram Lead Forms

If you submit information through a Facebook or Instagram advertisement or Meta Instant Form, the information you provide may be transmitted to Vital Health Strategies so that we can respond to your request.

Meta may prefill certain information from your Facebook or Instagram account. Meta’s own collection and use of information is governed by Meta’s privacy policies.

Phone, Text, and Email Communications

If you provide your phone number or email address and request information from Vital Health Strategies, we may contact you regarding that request.

Depending on the consent you provide, communications may include phone calls, text messages, or email.

Consent to receive communications is not a condition of purchasing any insurance product.

Message and data rates may apply. You may opt out of text messages at any time by replying STOP, where supported.

Sensitive Information

Vital Health Strategies does not require you to submit sensitive information such as your Social Security number, Medicare number, banking information, or detailed medical information through a general website contact form or Meta lead form.

Sensitive information should only be provided through appropriate secure channels when necessary.

How We Share Information

Vital Health Strategies does not sell personal information.

We may share information with service providers, insurance carriers, enrollment platforms, CRM systems, scheduling systems, communications providers, and other business partners when reasonably necessary to provide services you requested or operate our business.

Beneficiary information collected for Medicare marketing or enrollment purposes will not be shared with another third-party marketing organization for Medicare marketing or enrollment purposes unless appropriate consent has been obtained.

Insurance Applications and Enrollment

If you choose to apply for insurance coverage, information necessary to process your application may be transmitted to the applicable insurance carrier, enrollment platform, or authorized service provider.

Cookies and Analytics

Our website may use cookies, pixels, analytics tools, and similar technologies to understand website traffic, improve performance, and measure advertising effectiveness.

You may control certain cookie settings through your browser.

Data Security

Vital Health Strategies uses reasonable administrative, technical, and organizational safeguards designed to protect personal information.

However, no electronic transmission or storage system can be guaranteed to be completely secure.

Data Retention

We retain information only for as long as reasonably necessary to provide services, maintain business records, comply with applicable requirements, and fulfill legitimate business purposes.

Your Choices

You may contact us to:

  • Correct inaccurate information
  • Update your contact information
  • Request that marketing communications stop
  • Change your communication preferences
  • Request deletion of certain information when legally permissible

Some information may need to be retained for legal, regulatory, insurance, accounting, or compliance purposes.

Third-Party Websites

Our website may contain links to third-party websites. Vital Health Strategies is not responsible for the privacy practices or content of those websites.

Children’s Privacy

Our services are intended for adults seeking insurance or Medicare information. We do not knowingly collect personal information from children under age 13 through our website or advertising forms.

Changes to This Policy

Vital Health Strategies may update this Privacy Policy from time to time. The effective date above reflects the latest revision.

Contact Us

Vital Health Strategies
Phone: 706-570-4005
Email: jeremy.jordan@vitalhealthstrategy.com
Website: vitalhealthstrategy.com

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