Privacy Policy

Grey State Financial LLC uses this Site to collect two (2) kinds of information: personally-identifiable information and non-personally-identifiable information.

Grey State Financial LLC is committed to safeguarding the privacy of our users. We want to assure you that we do not share your personal, mobile or messaging consent information with third parties for marketing or advertising purposes.

Your mobile information will not be sold or shared with third parties for promotional or marketing purposes. We will not share mobile information with third parties for promotional or marketing purposes.

When You use Our Site and Our Services, the personally-identifiable information We collect may include but is not limited to name, address, email address, phone number, demographic information, health information, and other financial information that you may provide, including whether you have Medicare Parts A and B and related plan-review details you submit on our forms.

While You are visiting this Website, Our hosting service will automatically track information that may include IP addresses, referral information, browser details, number of page views, number of repeat visits, Internet Service Provider, and region or geographic location.

• Respond to your no-cost Medicare Advantage plan-review request.
• Schedule appointments with a licensed adviser and follow up on your inquiry.
• Customize and improve the website.
• Help you compare and enroll in an insurance plan when you request it.
• Prevent fraud, abuse, spam, and security issues.
• Comply with applicable legal obligations.

Consent to be contacted by phone and email is not a condition of purchase. SMS consent is separate: providing a phone number or submitting a form without checking the optional SMS box does not constitute consent to receive text messages.

We may share information with service providers who help us host the website, process forms, or deliver communications, and only as needed to provide those services. We may also share information with insurance carriers, government health care exchanges, and related entities as needed to complete a requested application. We may disclose information when required by law or to protect our rights, customers, or safety.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign. We may share your Personal Data, including your SMS opt-in or consent status, with third parties that help us provide our messaging services, including but not limited to platform providers, phone companies, and any other vendors who assist us in the delivery of text messages.

We may use cookies and similar technologies to operate the site, understand traffic, and improve user experience. You can control cookies through your browser settings.

If Your personal information changes and You wish to correct, update, amend, or remove Your personal information, please contact Us at avi@greystatefinancialllc.com. Reply STOP to opt out of SMS at any time.

Grey State Financial LLC does not knowingly solicit or collect information from anyone under the age of 18.

We may update this Privacy Policy from time to time. The latest version will be posted on this page. By using this Website, you consent to the collection and use of information as specified in this Privacy Policy (this is not SMS consent).

Grey State Financial LLC
6980 East Sahuaro Drive UNIT 1042
Scottsdale, AZ 85254
Email: avi@greystatefinancialllc.com
Phone: (515) 325-5925