Effective Date: June 17, 2026

At Dizon Financial Insurance & Marketing Services Inc., your privacy is important to us. We are committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, schedule an appointment, request a consultation, or use our insurance and financial services.

Information We Collect

When you interact with us, we may collect:

1. Your name, phone number, email address, and mailing address

2. Date of birth and other information necessary to determine eligibility for Medicare or insurance products

3. Information related to Medicare, health insurance, life insurance, annuities, pre-need planning, tax services, and business services

4. Information you voluntarily provide through contact forms, appointment requests, phone calls, SMS messages, or email communications

5. SMS and email marketing opt-in information

6. Technical information such as IP address, browser type, device information, and website usage data

7. Cookies and similar tracking technologies to improve your browsing experience

How We Use Your Information

We use your information to:

Provide Medicare, insurance, annuity, pre-need, tax, and business consulting services

Schedule appointments and consultations

Assist with insurance enrollment and policy recommendations

Respond to inquiries and customer support requests

Send appointment reminders, service updates, and important account notifications

Send promotional communications only when you have provided consent

Improve our website, services, and customer experience

Comply with legal and regulatory requirements

Information Sharing

We respect your privacy.

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

We may share your information only when necessary with:

Insurance carriers and providers for quotes, enrollment, or policy servicing

Government agencies when required for Medicare or regulatory compliance

Trusted service providers who assist in operating our business (such as appointment scheduling, customer support, and secure technology providers)

Legal authorities when required by law

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors in support services, such as customer service or technology providers, is permitted.

SMS Communications

By providing your mobile phone number and opting in, you agree to receive SMS messages from Dizon Financial Insurance & Marketing Services Inc., including:

Appointment reminders

Service updates

Medicare enrollment notifications

Insurance-related information

Promotional messages (only if you have opted in)

Message frequency may vary.

Message and data rates may apply.

You may opt out at any time by replying STOP.

For assistance, reply HELP.

Email Communications

If you subscribe to receive emails from us, we may send:

Appointment confirmations

Educational information

Service updates

Promotional offers (only with your consent)

You may unsubscribe at any time using the unsubscribe link included in our emails.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, or misuse.

Although we strive to protect your information, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

Cookies and Tracking Technologies

Our website may use cookies and similar technologies to:

Improve website functionality

Analyze website traffic

Remember user preferences

Enhance user experience

You may disable cookies through your browser settings; however, some website features may not function properly.

Third-Party Websites

Our website may contain links to external websites, including Medicare.gov, CMS.gov, and other informational resources. We are not responsible for the privacy practices or content of those websites.

Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page along with the updated effective date.

Contact Us

If you have any questions regarding this Privacy Policy or how your information is handled, please contact us:

Dizon Financial Insurance & Marketing Services Inc.

Phone: (818) 725-1699

Email: [email protected]

Agency License: California License No. 6000899

Agency Principal: Reina Dizon