Last Updated: May 4, 2026
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📋 Introduction
Clear Choice Financial Group ("CCFG," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us.
This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, interact with our advertisements on social media platforms (including Facebook and Instagram), or submit your information through our lead generation forms.
By using our website or submitting your information through any of our forms or ads, you agree to the terms of this Privacy Policy.
📁 Information We Collect
We may collect the following types of personal information:
- Contact Information — Name, email address, phone number, and mailing address
- Demographic Information — Age, date of birth, or zip code as it relates to Medicare or dental insurance eligibility
- Insurance Information — Current coverage status, Medicare enrollment status, and plan preferences
- Communication Records — Records of phone calls, emails, and messages between you and our team
- Technical Data — IP address, browser type, device information, and browsing activity collected through cookies and similar technologies
🔒 Important: We will never ask for your Social Security number, bank account details, or Medicare ID number through online forms or advertisements.
🔍 How We Collect Your Information
- Lead Generation Forms — When you fill out a form on our website or through a Facebook/Instagram lead ad to request information, register for a webinar, or schedule a consultation
- Website Interactions — Through cookies and tracking pixels (including the Meta Pixel) when you browse our website
- Direct Communication — When you call, email, or message us through any channel
- Third-Party Platforms — Through social media advertising platforms such as Meta (Facebook/Instagram) when you interact with our ads
⚙️ How We Use Your Information
- To respond to your inquiries about dental insurance, Medicare, or other benefit plans
- To schedule and conduct consultations you have requested
- To register you for webinars or educational events you have signed up for
- To provide quotes and plan comparisons relevant to your needs
- To follow up on your expressed interest in our services
- To improve our website, advertising, and services
- To comply with applicable laws and regulations
✓ Purpose-Limited: We will only use your information for the specific purpose for which it was collected. If you signed up for a webinar, we will not add you to unrelated marketing lists without your separate consent.
🤝 How We Share Your Information
We do not sell your personal information. We may share your information in these limited circumstances:
- Insurance Carriers — To process applications and provide you with plan options
- Service Providers — Trusted third parties who help operate our business (CRM platforms, email tools), bound by confidentiality agreements
- Advertising Platforms — We use the Meta Pixel and Conversions API to measure ad performance, which may share limited data with Meta
- Legal Requirements — When required by law, regulation, or legal process
🍪 Cookies & Tracking Technologies
Our website uses cookies and similar technologies to enhance your experience and measure ad effectiveness:
- Essential Cookies — Required for the website to function properly
- Analytics Cookies — Help us understand how visitors interact with our site
- Advertising Cookies — Used to deliver relevant ads and track performance (including the Meta Pixel)
You can control cookies through your browser settings. Disabling certain cookies may affect website functionality.
🛡️ Your Rights & Choices
Depending on your location, you may have the following rights:
- Access — Request a copy of the personal information we hold about you
- Correction — Request that we correct inaccurate information
- Deletion — Request that we delete your personal information
- Opt-Out — Unsubscribe from marketing communications at any time via the link in our emails or by contacting us
- Do Not Sell — We do not sell personal information. California residents have additional rights under the CCPA
🔐 Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.
🔗 Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.
📝 Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. We will post the updated policy on this page with a revised "Last Updated" date. We encourage you to review this page periodically.
Questions About Your Privacy?
If you have any questions about this Privacy Policy or how we handle your personal information, our team is here to help.