Notice of Privacy Practices
Heather Alpha is committed to protecting the privacy and confidentiality of the personal information you voluntarily provide. This Notice explains how your information may be collected, used, safeguarded, and shared when assisting you with Medicare, life insurance, fixed annuities, or other insurance-related services.
1. Information That May Be Collected
Depending on the services you request, information may include:
- Name, address, telephone number, and email address
- Date of birth
- Medicare eligibility information
- Current insurance coverage
- Prescription medications
- Healthcare providers
- General health information necessary to determine plan eligibility
- Other information voluntarily provided during consultations or applications
2. How Information Is Used
Your information may be used to:
- Provide insurance recommendations
- Compare available plans
- Assist with applications and enrollments
- Respond to questions
- Communicate regarding requested services
- Meet legal and regulatory requirements
3. Information Sharing
Your information is shared only when reasonably necessary to provide requested services or when required by law.
This may include sharing information with:
- Insurance carriers
- Government agencies when required
- Authorized service providers assisting with insurance-related services
Your personal information is never sold to third parties.
4. Protecting Your Information
Reasonable administrative, technical, and physical safeguards are maintained to help protect your personal information against unauthorized access, disclosure, alteration, or destruction.
5. Your Rights
You may request to:
- Review information maintained about you
- Request corrections to inaccurate information
- Update your contact information
- Withdraw previously provided consent where permitted by law
6. Questions About Your Privacy
If you have questions regarding how your information is handled, please contact Heather Alpha using the information below.
7. Contact Information
Heather Alpha
Licensed Insurance Agent
State of Louisiana License #1169257
Phone:
(337) 654-8535
Email:
heather@legacybyheathera.com