Pinnacle Benefits Solutions
Privacy Policy
Last updated: July 22, 2026
This Privacy Policy explains how Pinnacle Benefits Solutions ("we," "us," or "our") collects, uses, and protects the information you provide through our website and lead-capture forms. By submitting a form or contacting us, you agree to the practices described below.
Information We Collect
When you request our Coverage Gap Checklist or contact us, we collect:
- Your name
- Your email address
- Your phone number
- Your consent to be contacted
- The date and time of your submission
How We Use Your Information
We use the information you provide to:
- Deliver the Coverage Gap Checklist and related resources you request
- Contact you about health, ancillary, and life coverage options
- Schedule consultations and follow up on your questions
- Improve our services and communications
We do not sell your personal information. We do not share it with third parties for their own marketing use.
Service Providers
We use trusted third-party providers to host our website, store submissions, and send email. These providers only access your information as needed to deliver these services on our behalf.
Communications & Opt-Out
By submitting our form, you agree to be contacted by phone, email, or text about your coverage options. You can opt out of marketing communications at any time by replying "STOP" to a text, using the unsubscribe link in an email, or emailing us at the address below.
Data Security & Retention
We take reasonable steps to protect the information you share with us. We retain lead information for as long as needed to serve you and to comply with our legal and recordkeeping obligations. You may request deletion of your information at any time.
Your Rights
You may request to access, correct, or delete the personal information we hold about you by contacting us using the details below. We will respond within a reasonable timeframe.
Children's Privacy
Our services are intended for adults. We do not knowingly collect information from anyone under 18.
Changes to This Policy
We may update this Privacy Policy from time to time. The "Last updated" date above reflects the most recent version.
Contact Us
Questions about this policy or your information? Reach us at:
