Document Information

Effective Date: July 18, 2026 | Last Updated: July 18, 2026

Overview

Welcome to Veyl Advisors ("Veyl Advisors," "we," "our," or "us"). Your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, and protect the personal information you provide when visiting https://veyladvisors.com, requesting educational resources, scheduling appointments, completing questionnaires, or otherwise interacting with our services. By using this website, you consent to the practices described in this Privacy Policy.

Applicability of HIPAA and GLBA

Veyl Advisors is an independent insurance agency that assists individuals with Medicare and other insurance-related services. While certain insurance carriers and healthcare providers may be subject to the Health Insurance Portability and Accountability Act ("HIPAA"), information submitted through this website is not necessarily considered Protected Health Information ("PHI") under HIPAA unless otherwise required by law. We also recognize the importance of safeguarding nonpublic personal information and maintain reasonable administrative, technical, and physical safeguards designed to protect the information entrusted to us.

Personal Information We Collect

Depending on how you interact with our website or services, we may collect information including:

Information You Provide

• First and Last Name
• Email Address
• Phone Number
• ZIP Code
• County or State
• Medicare eligibility information
• Appointment requests
• Questionnaire responses
• Information regarding your current insurance coverage
• Retirement or Medicare planning questions
• Any information voluntarily submitted through forms, email, phone calls, or other

communications

Information Collected Automatically

When you visit our website, we may automatically collect:

• IP Address
• Browser type
• Device information
• Operating system
• Website pages visited
• Time spent on pages
• Referral sources
• General geographic location
• Website interaction data

Sources of Personal Information

We collect information from several sources, including:

• Information you submit through our website
• Appointment scheduling requests
• Medicare questionnaires
• Phone conversations
• Email communications

• Facebook or Meta Lead Forms
• Google Ads or other advertising campaigns
• Referral partners
• Insurance carriers when necessary to provide requested services

How We Use Your Information

We use the information we collect to:

• Respond to your inquiries
• Deliver requested Medicare guides and educational resources
• Schedule consultations
• Prepare for appointments
• Evaluate Medicare plan options based on the information you provide
• Communicate regarding appointments or requested services
• Improve our website and customer experience
• Send educational content you have requested
• Maintain business records
• Detect fraud or misuse
• Comply with legal and regulatory requirements

We only use your information for legitimate business purposes and to provide the services you request.

Communications

When you voluntarily submit your information through our website, you authorize Veyl Advisors to contact you regarding your request. Communications may include:

• Phone calls
• Email
• Text messages
• Appointment confirmations
• Appointment reminders
• Follow-up communications
• Educational Medicare information

• Service updates

You may unsubscribe from marketing emails at any time by clicking the unsubscribe link contained within those emails. If you receive SMS communications, you may reply STOP to opt out or HELP for assistance. Message and data rates may apply depending on your mobile carrier.

Disclosure of Personal Information

We respect your privacy. Veyl Advisors does not sell your personal information. We may disclose information when necessary to:

• Licensed insurance carriers
• Customer relationship management (CRM) providers
• Appointment scheduling providers
• Email communication platforms
• Website hosting providers
• Analytics providers
• Professional service providers
• Government agencies when required by law
• Other third parties with your authorization

We only share the information reasonably necessary to provide requested services or comply with legal obligations.

Cookies and Similar Technologies

Our website may use cookies, pixels, and similar technologies to improve your experience. These technologies help us:

• Remember user preferences
• Analyze website traffic
• Measure advertising effectiveness

• Improve website performance
• Better understand visitor behavior

Our website may utilize technologies provided by services including:

• Google Analytics
• Google Ads
• Meta Pixel (Facebook)
• Website hosting and security providers

You may disable cookies through your browser settings; however, certain website features may not function properly.

Data Security

Veyl Advisors maintains commercially reasonable administrative, technical, and physical safeguards designed to protect your personal information against unauthorized access, disclosure, alteration, or destruction. Although we work to protect your information, no method of electronic transmission or internet storage can be guaranteed to be completely secure.

Data Retention

We retain personal information only for as long as necessary to:

• Provide requested services
• Maintain business records
• Comply with legal obligations
• Resolve disputes
• Enforce our agreements

When information is no longer reasonably necessary, it will be securely deleted or anonymized where appropriate.

Third-Party Applications and Integrations

To operate our business efficiently, we may use trusted third-party service providers, including but not limited to:

• Zoho CRM
• Zoho Campaigns
• Calendly
• Google Analytics
• Google Ads
• Meta (Facebook)
• Website hosting providers
• Email service providers

These providers maintain their own privacy policies and security practices governing the information they receive.

Children's Privacy

This website is intended for adults seeking Medicare or insurance information. We do not knowingly collect personal information from children under the age of 13. If we become aware that personal information has been collected from a child without appropriate consent, we will promptly delete such information.

Your Privacy Rights

Depending on applicable law, you may have the right to:

• Request access to your personal information
• Correct inaccurate information
• Request deletion of your information where legally permitted
• Update your communication preferences
• Request information regarding how your information has been used

To exercise these rights, please contact us using the information provided below.

External Websites

Our website may contain links to third-party websites for your convenience. Veyl Advisors is not responsible for the privacy practices or content of websites that we do not own or control. We encourage you to review the privacy policies of any third-party websites you visit.

Medicare Disclaimer

Veyl Advisors is an independent insurance agency. We are not affiliated with or endorsed by the United States Government, the Centers for Medicare & Medicaid Services (CMS), or the federal Medicare program. Insurance products are offered through licensed insurance agents. Availability of plans, premiums, provider networks, and benefits varies by carrier, service area, and individual eligibility. Information provided on this website is intended for educational purposes only and should not be interpreted as legal, tax, investment, or financial advice.

Changes to This Privacy Policy

We reserve the right to modify this Privacy Policy at any time. Any changes will become effective immediately upon posting the updated Privacy Policy on this page. The "Last Updated" date at the top of this page will indicate when revisions were made. We encourage visitors to periodically review this Privacy Policy to stay informed about how we protect personal information.

Contact Us

If you have questions regarding this Privacy Policy or our privacy practices, please contact us: Veyl Advisors Website: https://veyladvisors.com Email: support@veyladvisors.com

Phone: (971) 529-1085

© 2026 Veyl Advisors. All rights reserved.