Privacy Policy

We may collect personal information that you voluntarily provide to us when you: • Request a consultation or plan comparison • Fill out contact forms on our website • Call our toll-free number • Subscribe to our newsletter • Communicate with us via email or phone This information may include: • Name, email address, phone number, and mailing address • Date of birth and Medicare Beneficiary Identifier (MBI) • Current Medicare coverage and healthcare needs • Information about your prescriptions, doctors, and healthcare preferences • Any other information you choose to provide

We use the information we collect to: • Provide Medicare plan comparisons and recommendations • Connect you with appropriate insurance carriers • Process your enrollment applications • Respond to your inquiries and provide client support • Send you Medicare-related updates and reminders (with your consent) • Comply with legal and regulatory requirements • Improve our services and website functionality

We may share your information with: • Insurance carriers and their representatives to facilitate plan enrollment • Third-party service providers who assist in our operations • Government agencies when required by law or regulation • CMS (Centers for Medicare & Medicaid Services) as required for compliance We do NOT sell your personal information to third parties for marketing purposes.

While ClearPath Benefits is not a "covered entity" under HIPAA, we recognize the sensitive nature of health-related information and take appropriate measures to protect it. We implement reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, use, or disclosure.

Our website may use cookies and similar tracking technologies to enhance your browsing experience and analyze website traffic. You can control cookie preferences through your browser settings. We may use analytics services such as Google Analytics to understand how visitors use our site.

You have the right to: • Access the personal information we hold about you • Request correction of inaccurate information • Request deletion of your information (subject to legal retention requirements) • Opt out of marketing communications • File a complaint with relevant regulatory authorities To exercise these rights, contact us using the information below.

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce our agreements. Medicare-related records may be retained as required by CMS regulations.

If you have questions about this Privacy Policy or our privacy practices, contact us: ClearPath Benefits LLC 6700 N. Andrews Ave. Suite 712 Ft. Lauderdale, FL 33309 Email: info@clearpathbenefits.com Phone: 888-665-2858