Privacy Policy

PRIVACY POLICY

Effective Date: August 2026

Michael Plans Life, operated by Level Up Strategy Group, respects your privacy. This Privacy Policy explains what information we collect, how we use and protect your information, and your rights when using MichaelPlansLife.com.

INFORMATION WE COLLECT

We may collect personal information that you voluntarily provide, including:

• First and last name

• Mobile phone number

• Email address

• City and state

• Insurance interests and coverage needs

• Appointment and consultation information

• Information submitted through website forms

• Communications and inquiries you send to us

We may also automatically collect technical information such as IP address, browser type, device information, referring pages, website activity, cookies, and similar tracking technologies.

HOW WE USE YOUR INFORMATION

We may use your information to:

• Respond to inquiries and requests

• Schedule and manage consultations

• Provide requested insurance information and quotes

• Assist with insurance-related applications

• Send appointment confirmations and reminders

• Provide service-related communications and account updates

• Provide educational information and resources

• Send marketing or promotional communications when you have separately consented to receive them

• Maintain and improve our website and services

• Comply with legal and regulatory requirements

SMS/TEXT MESSAGE PRIVACY AND OPT-IN

If you provide your mobile phone number and affirmatively select an SMS consent checkbox on MichaelPlansLife.com, we may send you text messages according to the consent you provide.

Non-marketing/service-related messages may include responses to inquiries, consultation communications, appointment confirmations and reminders, application-related communications, account updates, and other requested service communications.

Marketing and promotional SMS messages are sent only when separate consent for marketing messages has been provided.

Message frequency varies. Message and data rates may apply. Reply STOP to any SMS message to opt out. Reply HELP for assistance.

Consent to receive marketing text messages is not a condition of purchase.

SMS OPT-IN DATA WILL NOT BE SHARED

Mobile information, including phone numbers and SMS opt-in consent data, will not be sold, rented, shared, or disclosed to third parties or affiliates for their own marketing or promotional purposes.

SMS opt-in consent and phone numbers collected for SMS communication will not be shared with third parties or affiliates for marketing purposes.

Information may be provided to service providers solely as necessary to deliver communications and operate our services, subject to appropriate confidentiality and data-protection obligations.

COOKIES AND TRACKING TECHNOLOGIES

MichaelPlansLife.com may use cookies and similar tracking technologies to understand website activity, improve website functionality, analyze performance, and improve the user experience.

You may control cookies through your browser settings. Disabling cookies may affect certain website features.

DATA SECURITY

We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, misuse, or destruction.

Although we take reasonable precautions, no electronic transmission or storage system can be guaranteed to be completely secure.

YOUR RIGHTS AND CHOICES

You may contact us to:

• Request access to your personal information

• Request correction or updating of your information

• Request deletion of your information, subject to applicable legal requirements

• Unsubscribe from marketing communications

• Opt out of SMS messages by replying STOP

• Request assistance by replying HELP

You may also contact us directly regarding privacy-related requests.

CONTACT INFORMATION

Michael Plans Life

Operated by Level Up Strategy Group

Email: [email protected]

Phone: (323) 613-9223

California Insurance License #4539149