PRIVACY POLICY
Overview
Lenderman Insurance Solutions LLC values your privacy and is committed to protecting your personal and sensitive information. This Privacy Policy explains what information we collect, how we use it, and how we protect it.
Information We Collect
We collect personal information necessary to provide insurance services, including:
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Full name, address, phone number, and email address
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Date of birth and Social Security number (when required)
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Medicare information and eligibility details
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Health information required for insurance applications
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Financial information related to premium payments (such as check details)
How We Collect Information
We collect information directly from you through:
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Insurance applications
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Scope of Appointment forms (for Medicare-related services)
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Phone calls and in-person meetings
We do not collect personal information through online forms, cookies, or tracking tools at this time.
How We Use Your Information
We use your information only for legitimate business purposes, including:
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Providing insurance quotes and policy recommendations
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Submitting applications to insurance carriers
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Assisting with policy servicing and claims
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Communicating with you about your coverage
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Complying with legal and regulatory obligations
Information Sharing
We respect your privacy and do not sell your personal information.
We may share your information only when necessary with:
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Insurance carriers and underwriting companies
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Government agencies or regulatory authorities, when required by law
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Other parties directly involved in providing your insurance services
Data Security
We take appropriate steps to protect your personal information, including:
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Restricting access to authorized individuals only
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Maintaining secure storage of physical records
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Using reasonable administrative and physical safeguards to prevent unauthorized access
Data Retention
We retain your information only as long as necessary to:
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Provide services
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Comply with legal, regulatory, and recordkeeping requirements
Your Privacy Rights
You may have the right to:
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Request access to your personal information
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Request corrections to inaccurate information
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Request deletion of your information where permitted by law
To exercise these rights, please contact us using the information below.
HIPAA Notice (Health Information Privacy)
To the extent that we collect or handle health-related information, we take steps to protect your privacy in accordance with applicable laws.
While Lenderman Insurance Solutions LLC is not a healthcare provider, we may handle health information as part of the insurance application process. We limit the use and disclosure of this information to what is necessary to:
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Submit applications to insurance carriers
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Assist with coverage and policy servicing
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Comply with legal requirements
We implement reasonable safeguards to protect health-related information from unauthorized access or disclosure.
​Third-Party Websites
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.
Changes to This Policy
We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.
Contact Information
If you have any questions about this Privacy Policy or how your information is handled, please contact us:
Lenderman Insurance Solutions LLC
(870) 219-1869
Legal Compliance
We comply with applicable federal and state privacy laws, including the Gramm-Leach-Bliley Act (GLBA), which governs the protection of consumer financial information.
(4/1/2026)