Privacy Policy

Scottosurance Health Advisors ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy outlines how we collect, use, and safeguard your data when you use scottosurance.com and our related services.

Information We Collect We collect personal information that you voluntarily provide to us when requesting a strategy briefing or completing an intake form. This includes your name, email address, phone number, and any health or transition data required to evaluate your coverage options.

How We Use Your Information We use the information collected to:

Provide the advisory services you requested.

Communicate with you regarding your coverage strategy, strategy briefings, and application statuses.

Send automated SMS and email notifications related to your inquiry.

Mobile Information Sharing (10DLC Compliance) No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Data Security We implement industry-standard security measures to protect your personal information from unauthorized access, disclosure, or destruction.

Contact Us If you have questions about this Privacy Policy, please contact us at: [email protected].