Legal

Privacy Policy

Effective June 1, 2026

Last updated June 1, 2026

This Privacy Policy explains how Medicaid Planning Advisory collects, uses, shares, and protects information when you visit medicaidplanningadvisory.com (the "Site") or contact us through our forms, surveys, phone, email, or text. Medicaid Planning Advisory ("MPA," "we," "us," or "our") is a brand and trade name of Medicare Assistant LLC, an Arizona limited liability company. By using the Site or providing your information to us, you agree to the practices described below.

01 Who We Are & Scope

Medicaid Planning Advisory is an educational, lead-generation, and networking platform that helps families facing long-term care and nursing home decisions understand their options and, where appropriate, connect with a coordinated network of independent fulfillment partners. MPA is a brand of Medicare Assistant LLC and is not itself a separate legal entity.

This Policy applies to information we collect through the Site and through any related forms, surveys, emails, phone calls, and text messages. It does not apply to the separate websites or privacy practices of our alliance partners, each of which maintains its own privacy policy.

Important: Medicaid Planning Advisory is not a law firm and does not provide legal advice. We are not affiliated with the government or any state Medicaid agency. Information on the Site is educational only.

02

Information We Collect

Information you provide to us

When you complete our contact form, pre-qualification survey, or otherwise reach out to us, we may collect:

Examples

Contact details

Name, phone number, email address, city, and state

Situation details

Whether you are inquiring for a married couple or single person; who the planning is for; county; nursing home or care status; whether a return home is likely; and a general description of your situation

General financial

Approximate asset and income — we ask for general ranges, never exact figures or account numbers

Preferences

Preferred contact time and method, and whether you are a family member or a professional referral partner

We ask only for the general information needed to understand whether and how we may be able to help. Please do not send us Social Security numbers, full account numbers, or sensitive medical records through the Site.

Information collected automatically

When you visit the Site, we and our service providers automatically collect certain technical information, such as your IP address, device and browser type, pages viewed, referring website, and the dates and times of your visits. We collect this through cookies and similar technologies, including analytics and advertising tools, as described in Section 4.

03 How We Use Your Information

We use the information we collect to:

Respond to your inquiries and provide the educational information you request;
Review and vet your inquiry to understand whether our services or our partners' services may be a fit for your situation;
Contact you by phone, email, or text message about your inquiry and about how we may be able to help;
With your permission, introduce or refer you to an appropriate fulfillment partner (see Section 6);
Operate, maintain, analyze, and improve the Site and our services;
Send you informational and marketing communications, which you may opt out of at any time;
Measure and improve the performance of our marketing and advertising; and
Comply with legal obligations and protect the rights, safety, and property of MPA, our users, and others.

04 Cookies & Tracking Technologies

The Site uses cookies, pixels, tags, and similar technologies to make the Site work, to understand how it is used, and to support our marketing. These include analytics tools (such as Google Analytics) and advertising technologies (such as the Meta/Facebook Pixel and Google/YouTube advertising tags). These tools may collect information about your visits to the Site and other websites to help us measure performance and show you relevant advertising on platforms like Facebook and YouTube.

You can control cookies through your browser settings, and you can opt out of certain interest-based advertising through tools such as the Digital Advertising Alliance (optout.aboutads.info) and your device's ad-settings controls, as well as through your Google and Meta account ad-preference settings. Disabling cookies may affect how parts of the Site function.

05 Text Messaging (SMS) Consent

If you provide your mobile number and agree to be contacted, you consent to receive informational and follow-up text messages from Medicaid Planning Advisory at that number, including messages sent using automated technology. Consent to receive text messages is not a condition of any purchase or service.

Message frequency varies. Message and data rates may apply. You can opt out of text messages at any time by replying STOP, and you can reply HELP for assistance. We will honor opt-out requests as required by law. Carriers are not liable for delayed or undelivered messages. Mobile information collected for the purpose of providing text messaging will not be shared with third parties for their own marketing purposes.

06 How We Share Your Information

We do not automatically share your information with our fulfillment partners. Every inquiry is first reviewed and vetted by Medicaid Planning Advisory. We will only share or pass your information to a partner with your permission.

We may share information in the following limited circumstances:

With fulfillment partners — only with your permission. When you ask us to, or otherwise give us permission, we may introduce you and share relevant details with an appropriate alliance partner — Medicaid Success Select, Medicare Assistant LLC, or InsurMart LLC — so they can assist you. Each partner is a separate company with its own privacy practices.
With service providers. We use trusted vendors to run our business — for example, our customer-relationship and communications platform (GoHighLevel), email and text-message delivery services, hosting, and analytics providers. These providers may process your information only to perform services for us.
For legal and safety reasons. We may disclose information when required by law, subpoena, or legal process, or to protect the rights, property, or safety of MPA, our users, or others.
In a business transfer. If Medicare Assistant LLC is involved in a merger, acquisition, financing, or sale of assets, your information may be transferred as part of that transaction, subject to this Policy.

We do not sell your personal information for money. Some uses of advertising and analytics technologies described in Section 4 may be considered "sharing" or a "sale" under certain state privacy laws; see Section 7 for how to exercise your choices.

07 Your Choices & Rights

You have several ways to control your information:

Email. You can unsubscribe from marketing emails using the link in any message.
Text messages. Reply STOP to opt out at any time.
Cookies & advertising. Use the browser and ad-preference controls described in Section 4.
Access, correction & deletion. You may ask us to access, correct, or delete the personal information we hold about you.

Depending on where you live, you may have additional rights under state privacy laws — including the right to know what personal information we collect, to request deletion or correction, to opt out of the "sale" or "sharing" of personal information or targeted advertising, and not to be discriminated against for exercising these rights. California residents may exercise rights under the California Consumer Privacy Act (as amended by the CPRA), including the right to opt out of the sale or sharing of personal information. To exercise any of these rights, contact us using the details in Section 13. We will verify and respond to your request as required by applicable law. You may use an authorized agent where permitted.

08 Data Retention

We retain personal information for as long as needed to respond to your inquiry, provide and improve our services, maintain business records, and meet our legal, tax, and compliance obligations. When information is no longer needed, we take reasonable steps to delete or de-identify it.

09 Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect the information we collect. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security. You provide information to us at your own risk.

10 Third-Party Sites

The Site may link to third-party websites, including those of our alliance partners (medicaidsuccessselect.com, medicareassistant.com, and insurmart.com). We are not responsible for the content or privacy practices of those sites. We encourage you to review the privacy policy of any website you visit.

11 Children's Privacy

The Site is intended for adults and is not directed to children under 18. We do not knowingly collect personal information from children under 13. If you believe a child has provided us with personal information, please contact us and we will take appropriate steps to delete it.

12 Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date above. Material changes will be reflected on this page, and your continued use of the Site after an update means you accept the revised Policy.

13 Contact Us

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us:

Medicaid Planning Advisory (a brand of Medicare Assistant LLC)
20280 N 59th Ave, Ste 115-531
Glendale, AZ 85308
Phone: 602-357-9220
Email: [email protected]