Privacy Policy

Last Updated: 10-02-2024

Welcome to Smart Planning System ("us", "we", or "our")! We are committed to protecting your personal information and your right to privacy. If you have any questions or concerns about our policy or our practices with regards to your personal information, please contact us at (919) 349-931959.

This Privacy Policy applies to (hereinafter, "us", "we", or ""). We respect your privacy and are committed to protecting personally identifiable information you may provide us through the Website. We have adopted this privacy policy ("Privacy Policy") to explain what information may be collected on our Website, how we use this information, and under what circumstances we may disclose the information to third parties. This Privacy Policy applies only to information we collect through the Website and does not apply to our collection of information from other sources.

This Privacy Policy, together with the Terms and conditions posted on our Website, set forth the general rules and policies governing your use of our Website. Depending on your activities when visiting our Website, you may be required to agree to additional terms and conditions.

1. Information We Collect

As a Insurance Agency, we collect personal information from you in order to provide you with the best service possible. The types of personal information we collect include:

Contact information such as:

name, email address, mailing address, and phone number.

Information about your insurance needs and preferences.

Financial information such as credit card numbers or other payment information.

Information about your interactions with us, including customer support inquiries and information provided when you visit our website.

We collect this information in various ways, including when you provide it to us directly, when you use our services, and when it is provided to us by third parties.

2. How We Use Your Information

We use the information we collect in various ways, including to:

Provide, operate, and maintain our website and services.

Improve, personalize, and expand our website and services.

Understand and analyze how you use our website and services.

Develop new products, services, features, and functionality.

Communicate with you, either directly or through one of our partners, including for customer service, to provide you with updates and other information relating to the website and services, and for marketing and promotional purposes.

Send you emails and newsletters.

Find and prevent fraud.

3. How We Share Your Information

We may share your personal information with third parties who help us provide and improve our services or who perform services on our behalf. These third parties may include:

Service providers who help us with website hosting, data analysis, payment processing, order fulfillment, information technology and related infrastructure provision, customer service, email delivery, auditing, and other services.

Insurance carriers and other partners who help us provide insurance quotes and other services to you.

Legal and regulatory authorities, if required to comply with our legal obligations or to protect our rights, property, or safety, or the rights, property, or safety of others.

4. Cookies

We use cookies and similar tracking technologies to track the activity on our website and hold certain information. Cookies are files with small amount of data which may include an anonymous unique identifier. Cookies are sent to your browser from a website and stored on your device. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our website.

5. Security

We value your trust in providing us your personal information, thus we are striving to use commercially acceptable means of protecting it. However, no method of transmission over the internet, or method of electronic storage is 100% secure and reliable, and we cannot guarantee its absolute security.

6. Links to Other Sites

Our website may contain links to other sites that are not operated by us. If you click on a third party link, you will be directed to that third party's site. We strongly advise you to review the Privacy Policy of every site you visit. We have no control over and assume no responsibility for the content, privacy policies or practices of any third party sites or services.

7. Changes to This Privacy Policy

We may update our Privacy Policy from time to time. Thus, you are advised to review this page periodically for any changes. We will notify you of any changes by posting the new Privacy Policy on this page. These changes are effective immediately after they are posted on this page.

8. Contact Us

If you have any questions or suggestions about our Privacy Policy, do not hesitate to contact us at (919) 349-931959.

By using our website, you hereby consent to our Privacy Policy and agree to its Terms and Conditions.

Smart Planning System


Medicare / Medigap

Term Life Insurance

Burial Insurance

Smart Planning System

Wake Forest, North Carolina

Important disclosures about Medicare Plans: Medicare has neither endorsed nor reviewed this information. Not connected or affiliated with any United States Government or State agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area.

Please contact or 1-800-MEDICARE to get information on all of your options.

Smart Planning System