Effective Date: September 2026
Grey State Financial LLC (“Grey State Financial,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide through our website, greystatefinancialllc.net.
This Privacy Policy explains what information we may collect, how we use it, when it may be shared, and the choices available to you.
1. INFORMATION WE COLLECT
We may collect personal information that you voluntarily provide when you complete a form, request information, schedule an appointment, contact us, or otherwise communicate with Grey State Financial LLC.
This information may include:
- First and last name
- Phone number
- Email address
- State
- ZIP code
- Insurance or Medicare service you are interested in
- Information included in messages you send to us
- Communication preferences and SMS consent
Please do not submit sensitive personal information, such as Social Security numbers, banking information, or detailed medical records, through general website contact forms unless specifically requested through an appropriate secure process.
INFORMATION COLLECTED AUTOMATICALLY
When you visit our website, certain technical information may be collected automatically through cookies, analytics tools, hosting services, and similar technologies.
This information may include:
- IP address
- Browser type
- Device type
- Operating system
- Pages visited
- Date and time of your visit
- Referring website
- General geographic information
We may use this information to operate, secure, analyze, and improve our website and user experience.
3. HOW WE USE YOUR INFORMATION
Grey State Financial LLC may use the information collected through this website to:
- Respond to your questions and requests
- Contact you regarding Medicare or insurance services you requested information about
- Schedule or follow up on appointments
- Help licensed insurance agents understand your inquiry
- Provide customer service and support
- Send communications you have agreed to receive
- Maintain and improve our website
- Protect against fraud, misuse, security threats, or unlawful activity
- Comply with applicable legal and regulatory requirements
Providing your information through our website does not require you to purchase an insurance product or enroll in a Medicare plan.
4. SMS AND TEXT MESSAGE PRIVACY
If you provide your mobile phone number and consent to receive text messages from Grey State Financial LLC, we may send messages related to your inquiry, appointment, requested services, follow-up, or general information.
Message frequency may vary. Message and data rates may apply.
You may reply STOP at any time to opt out of text messages or HELP for assistance.
Consent to receive SMS messages is not a condition of purchasing any product or service.
Mobile information, phone numbers, SMS opt-in data, and SMS consent will not be sold or shared with third parties or affiliates for their own marketing or promotional purposes.
Information may be processed by service providers that assist us in delivering communications or operating our systems when necessary to provide those services.
5. HOW WE SHARE INFORMATION
Grey State Financial LLC does not sell your personal information.
We may share information when reasonably necessary with:
- Licensed insurance agents assisting with your request
- Insurance carriers or related entities when necessary to provide information, quotes, enrollment assistance, or services you request
- Vendors and service providers that support our website, communications, customer management systems, hosting, security, analytics, or other business operations
- Government authorities, regulators, courts, or law enforcement when required by law
- A successor organization in connection with a merger, acquisition, reorganization, or sale of business assets
Service providers are permitted to use personal information only as necessary to perform services on our behalf or as otherwise permitted by law.
SMS opt-in information and consent are not shared with third parties for their own marketing or promotional purposes.
6. MEDICARE AND INSURANCE INFORMATION
Information submitted through this website may be provided to a licensed insurance agent so that we can respond to your request and help you understand available Medicare or insurance options.
Submitting a request for information does not enroll you in a Medicare or insurance plan.
Plan availability, benefits, premiums, provider networks, prescription coverage, and eligibility may vary by carrier, plan, state, and service area.
7. COOKIES AND ANALYTICS
Our website may use cookies and similar technologies to support website functionality, understand how visitors use the site, improve performance, and maintain security.
You may be able to control or disable cookies through your browser settings. Disabling certain cookies may affect how some parts of the website function.
8. DATA SECURITY
We use reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or misuse.
However, no website, electronic communication, or internet transmission can be guaranteed to be completely secure.
9. DATA RETENTION
We retain personal information only for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, provide requested services, meet business and regulatory requirements, resolve disputes, and comply with applicable law.
10. YOUR PRIVACY RIGHTS
Depending on where you live, applicable privacy laws may provide you with certain rights regarding your personal information.
These rights may include the ability to:
- Request access to personal information we maintain about you
- Request correction of inaccurate information
- Request deletion of certain personal information
- Request information about how your information is used or disclosed
- Withdraw certain forms of consent
- Opt out of certain communications
Some requests may be subject to legal, regulatory, identity-verification, or record-retention requirements.
To submit a privacy request, contact Grey State Financial LLC using the contact information below.
11. EMAIL COMMUNICATIONS
If you receive marketing or informational emails from us, you may unsubscribe using the unsubscribe instructions included in the communication.
We may still send non-marketing communications when reasonably necessary to respond to a request, provide a requested service, or meet legal or administrative obligations.
12. THIRD-PARTY WEBSITES
Our website may contain links to websites operated by third parties.
Grey State Financial LLC is not responsible for the privacy practices, security, content, or policies of third-party websites. We encourage you to review the privacy policy of any external website you visit.
13. CHILDREN’S PRIVACY
Our website and services are not directed toward children under 18, and we do not knowingly collect personal information from children under 18 through this website.
14. CHANGES TO THIS PRIVACY POLICY
We may update this Privacy Policy from time to time to reflect changes in our website, business practices, legal requirements, or services.
The updated version will be posted on this page with a revised effective date.
15. CONTACT US
If you have questions about this Privacy Policy, your personal information, or your privacy rights, please contact:
Grey State Financial LLC
6980 East Sahuaro Drive
Unit 1042
Scottsdale, AZ 85254
Phone:
424-348-3637
Email:
avi@greystatefinancialllc.net
Website:
greystatefinancialllc.net
IMPORTANT MEDICARE NOTICE
Grey State Financial LLC is not affiliated with or endorsed by the U.S. government or the federal Medicare program.
We do not offer every plan available in your area. Information regarding the organizations and products we currently represent should be maintained using the current CMS-approved disclosure applicable to Grey State Financial LLC.
Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Assistance Program (SHIP) to obtain information about all available options.