Privacy Policy

This page is maintained by Stevens Planning Solutions and describes how we handle information collected on stevensplanning.com.

What we collect

When you use Ask Wes AI or contact us, we collect your name, email, phone, U.S. state, and the answers you provide in the intake conversation. We use this information to prepare Medicare or insurance guidance for you and to follow up personally.

How we use it

Your information is used to respond to your inquiry, provide plan comparisons, and — with your permission — enroll you in a plan you select. We do not sell your personal information.

Contacting you

By submitting your information you agree that a licensed Medicare advisor may contact you by phone, email, or SMS. You can opt out at any time.

Questions

Email wes@stevensplanning.com or call (817) 783-4544.