Privacy Policy

Lake Slade Advisory (“Lake Slade Advisory,” “we,” “us,” or “our”) is an independent health insurance advisory business located at 5520 W Idlewild Ave, Tampa, FL 33634. This Privacy Policy explains what information we collect, how we use it, who we share it with, and the choices you have. It applies to our website, our forms (including forms on Facebook and Instagram), and our phone, text, and email communications.

1. Information We Collect

Information you give us directly, such as when you request a quote, fill out a form on our website or on Facebook or Instagram, schedule a consultation, call, text, or email us:

• Name, phone number, email address, and state of residence
• Age or date of birth, tobacco use, and the number of people who need coverage
• Your current coverage situation and any details you choose to share about your insurance needs
• Appointment preferences and the content of your messages to us

Information needed to apply for coverage. If you choose to apply for a medically underwritten insurance plan, the application may require health information. We collect this only when you are applying, only with your permission, and only to submit your application to the insurance company you choose. Our online and social media lead forms do not ask about your medical conditions.

Information collected automatically. When you visit our website, we and our service providers may collect basic technical information such as your device and browser type, IP address, pages viewed, and how you arrived at our site. We may use cookies and similar technologies, including advertising and analytics tools such as the Meta Pixel, to understand how our website and ads perform.

Information from advertising platforms. If you submit a lead form through an ad on Facebook or Instagram, Meta Platforms, Inc. shares the information you entered in that form with us.

2. How We Use Your Information

• To contact you about the health insurance options you asked about
• To research plans and prepare quotes from insurance carriers
• To help you complete and submit insurance applications
• To schedule and confirm appointments
• To provide ongoing service after you enroll
• To improve our website, advertising, and services
• To comply with legal, regulatory, and licensing requirements

3. We Do Not Sell Your Information

We do not sell, rent, or trade your personal information. We do not share your information with other companies for their own marketing purposes.

4. Who We Share Information With

We share your information only as needed to help you with your insurance request, including with:

• Licensed agents working with Lake Slade Advisory who may assist you
• Insurance carriers and their administrators to provide quotes and process applications you choose to submit
• General agencies and marketing organizations that we contract with to access insurance products
• Service providers that help us operate our business, such as customer relationship management, scheduling, texting, email, and website hosting providers. They may use your information only to perform services for us.
• Government authorities or other parties when required by law, regulation, subpoena, or to protect our legal rights

5. Phone Calls and Text Messages

If you provide your phone number and give us permission, Lake Slade Advisory and its licensed agents may contact you by phone call and text message about health insurance options, including by automated means. Consent is not required to purchase any product or service.

• Message frequency varies based on your request.
• Message and data rates may apply.
• Reply STOP at any time to stop receiving text messages. Reply HELP for help.
• You can also ask us to stop calling you at any time, and we will add your number to our internal do-not-call list.

Mobile phone numbers and text messaging consent are not shared with third parties or affiliates for their marketing or promotional purposes.

6. Cookies and Advertising

We may use cookies and similar tools to measure website traffic and the performance of our ads, including on Facebook and Instagram. You can control cookies through your browser settings, and you can adjust your ad preferences in your Facebook and Instagram account settings.

7. How We Protect Your Information

We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

8. How Long We Keep Information

We keep your information only as long as needed to provide our services, maintain business records, and meet insurance licensing and legal record-keeping requirements.

9. Your Choices and Rights

• Ask what personal information we have about you
• Ask us to correct or delete your information, subject to legal record-keeping requirements
• Opt out of calls, texts, or emails at any time

Depending on your state of residence, you may have additional privacy rights under state law. To make a request, contact us using the information below. We will respond within the time required by applicable law.

10. Children’s Privacy

Our website and forms are intended for adults 18 and older. We do not knowingly collect personal information from children under 18 except as part of a family insurance application submitted by a parent or guardian.

11. Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a new effective date.

12. Contact Us

Lake Slade Advisory
5520 W Idlewild Ave, Tampa, FL 33634
Phone: 813-540-1596
Email: info@lakesladeadvisory.com