The Planman

Privacy Policy

Last updated: July 2026 · Planman Insurance Solutions, LLC · Delray Beach, FL

Information we collect

When you request a callback or contact us, we collect the information you provide: your name, phone number, the topic you’d like help with, and any message you include. We also collect standard technical information most websites receive automatically, such as your IP address and browser type, through our hosting provider’s logs.

How we use it

We use your contact information to respond to your request — typically a phone call or text to discuss your insurance options. We do not sell your personal information. We do not share it with third parties except as needed to service your request (for example, with an insurance carrier when you ask us to obtain a quote) or as required by law.

Calls and text messages

By submitting a form with your phone number, you consent to receive calls and text messages from The Planman about insurance options at that number. Consent is not a condition of purchase. Message and data rates may apply. You can opt out of texts at any time by replying STOP, and you may ask us not to call by telling us during any call or emailing us.

Retention and your choices

We keep contact requests only as long as needed to serve you and meet our legal obligations. You may request a copy of the information we hold about you, ask us to correct it, or ask us to delete it by contacting us using the details below.

Medicare disclaimer

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. Currently we represent 5 organizations which offer 30 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options. Planman Insurance Solutions, LLC is not connected with or endorsed by the United States government or the federal Medicare program.

Contact

Planman Insurance Solutions, LLC
2314 Bloods Grove Cir, Delray Beach, FL 33445
1-844-PLANMAN

This policy is a general template provided for review. Have it checked by your attorney or compliance advisor before launch, and update the carrier/product counts to match your current appointments.