Privacy Policy

What information do we collect?

Only what you give us. If you submit the contact form or book an appointment, we receive the name, email address, phone number and message you enter. If you call or email us directly, we keep a record of that conversation so we can help you properly.

The free calculators on this site are the exception worth stating plainly: they run entirely in your browser and send nothing anywhere. Your income, date of birth, quarters of coverage and premium quotes are never transmitted to us or to anyone else.

Why do we collect it?

To answer your question, to prepare and present insurance options, and to complete an enrollment if you ask us to. Insurance carriers and Medicare require certain information to process an application, and we share only what a specific application requires.

Do you sell my information?

• We do not sell your information. Not to lead buyers, not to other agencies, not to anyone.
• We do not share it with unaffiliated third parties for their own marketing.
• We do not use it to make automated decisions about you.

Who else can see my information?

We use a customer relationship management system to store client records and manage appointments, and a web host to serve this site. These providers process information on our behalf, under contract, and are not permitted to use it for their own purposes.

Will you call or text me?

By checking this box, I give express written consent to receive calls, texts, and emails (including via automated technology) from SkyWell Retirement Solutions at the contact information provided regarding insurance products and retirement planning services. Consent is not a condition of purchase. Message and data rates may apply. Reply STOP to opt out.

You can withdraw consent at any time by replying STOP to a text, by clicking unsubscribe in an email, or by telling us on the phone. Withdrawing consent to marketing does not affect our ability to service a policy you already hold.

Are Medicare calls recorded?

Federal rules require agents to retain certain records of Medicare-related communications, including some recorded calls, for a defined period. Where a call is recorded, you will be told at the start of the call.

Do you use cookies or trackers?

This site uses no advertising trackers and sets no third-party marketing cookies. Any analytics we use are aggregate and do not identify you individually.

How do I see or delete my information?

You can ask us what we hold about you, ask us to correct it, or ask us to delete it. Email virginia@skywellretirement.com or call (813) 310-6834 and we will handle it. If you are a Florida resident or otherwise have rights under a state privacy law, those rights apply and we will honor them without charge.

One limit worth being honest about: if you have an active policy placed through us, carrier and regulatory record-retention rules may require us to keep certain records even after a deletion request.

Do you collect information from children?

This site is intended for adults. We do not knowingly collect information from anyone under 18.

What happens if this policy changes?

If this policy changes materially, we will update the date at the top of this page. Continuing to use the site after a change means the updated policy applies.

Contact

SkyWell Retirement Solutions · Tampa, FL
virginia@skywellretirement.com · (813) 310-6834