Sun State Partners | Effective Date: 08/28/2026
Sun State Partners ("Sun State Partners," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, and your rights regarding your data.
We collect information you voluntarily provide when you complete a form on our website, request a quote, or contact us. This may include:
Full name
Email address
Mobile phone number
Zip code or state of residence
Date of birth or age range (to determine Medicare eligibility)
Interest in specific insurance products (e.g., Medicare Supplement, Life Insurance, Annuities)
We may also automatically collect certain technical information when you visit our website, including IP address, browser type, pages visited, and referring URLs (see Section 5 — Cookies & Tracking).
We use the information we collect to:
Contact you about Medicare Supplement plans, Life Insurance, Annuities, Trust & Will services, and other products we offer
Connect you with a licensed insurance agent who can answer your questions and provide plan comparisons
Send you follow-up communications via phone, email, or text message regarding your inquiry
Send administrative notices, service updates, and compliance-related messages
Improve our website, marketing campaigns, and customer experience
Comply with applicable laws and regulations, including CMS guidelines governing Medicare marketing
We do not sell your personal information. We may share your information in the following limited circumstances:
Insurance carriers and general agencies: To obtain quotes, process applications, or fulfill service requests on your behalf
Service providers: Third-party vendors who help us operate our website, CRM platform, and marketing systems (e.g., GoHighLevel, Meta) — these parties are bound by confidentiality obligations and may only use your data to perform services for us
Legal compliance: If required by law, court order, or government authority
SMS & Mobile: No mobile opt-in data or SMS consent information will be shared with any third party for marketing or promotional purposes. All SMS originator opt-in data is used solely to communicate with you directly.
By submitting your information, you consent to receive communications from Sun State Partners, which may include:
SMS/text messages about your inquiry or applicable insurance plans
Email messages with plan information, educational content, or follow-up from a licensed agent
Automated and pre-recorded calls at the number you provide
Message and data rates may apply. Message frequency varies.
To opt out of SMS messages at any time, reply STOP to any text message from us. To opt out of email communications, click "Unsubscribe" in any email we send. Opting out of marketing communications does not affect non-promotional messages related to an active service relationship.
Our website uses cookies and similar tracking technologies to improve your experience and measure the effectiveness of our advertising. Specifically:
Meta Pixel (Facebook Pixel): We use the Meta Pixel to track conversions from Facebook and Instagram ads, build remarketing audiences, and optimize our advertising campaigns. This may transmit information about your visit to Meta Platforms, Inc. You can learn more at facebook.com/policy/cookies.
Analytics cookies: We may use analytics tools to understand how visitors interact with our website. This data is used in aggregate and does not identify you personally.
You can control cookie preferences through your browser settings. Note that disabling cookies may affect certain website functionality.
We retain your personal information for as long as necessary to fulfill the purposes described in this policy, maintain our business records, and comply with applicable legal and regulatory obligations. Lead and contact data is typically retained for a minimum of five (5) years in accordance with insurance industry record-keeping requirements.
Depending on your state of residence, you may have certain rights regarding your personal information, including the right to access, correct, or request deletion of your data. California residents have additional rights under the California Consumer Privacy Act (CCPA), including:
The right to know what personal information we collect and how it is used
The right to request deletion of your personal information (subject to certain exceptions)
The right to opt out of the sale of personal information (we do not sell personal information)
The right to non-discrimination for exercising your privacy rights
To exercise any of these rights, contact us using the information in Section 10 below.
We implement industry-standard security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the Internet or via mobile network is 100% secure, and we cannot guarantee absolute security.
Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe we have inadvertently collected information from a minor, please contact us and we will promptly delete it.
Our website may contain links to third-party websites, tools, or resources (such as Medicare.gov or insurance carrier websites). We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.
We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or business operations. When we do, we will update the "Effective Date" at the top of this page. We encourage you to review this policy periodically. Your continued use of our website after any changes constitutes your acceptance of the updated policy.
Sun State Partners operates in compliance with the Centers for Medicare & Medicaid Services (CMS) guidelines governing Medicare marketing and communication. Submission of your information constitutes a request for contact from a licensed insurance agent regarding Medicare-related products. We are an independent insurance agency and do not represent any single carrier.
If you have questions, requests, or concerns about this Privacy Policy or how we handle your data, please contact us:
Sun State Partners
2681 Kavalier Dr., Palm Harbor, FL 34684
Email: [email protected]
Phone: 888-909-5428