Privacy Policy

Thank you for visiting the website for Tradition Financial Group (“we,” “us,” or “our”).

This Privacy Policy explains how we collect, use, and share your information when you visit our website or use our services. By using our site, you agree to the terms outlined here. If you don’t agree, please don’t use the site.

Updates to This Policy

We may update this Privacy Policy from time to time. If we make major changes, we’ll let you know through email or on the website. Continued use means you accept those changes.

What We Collect

We may collect the following personal information from you:

- Name, phone number, email, address, and date of birth

- Medicare details and basic health information

- Payment details (for policy-related transactions)

We also collect non-identifying data like your browser type and IP address.

How We Use Your Information

We use your information to:

- Help you find the right Medicare insurance plan
- Process applications and payments
- Contact you about your account or new services
- Improve our services and marketing efforts

Communications and Consent

By providing your info, you give us permission to:

- Call, email, or text you (possibly using automated systems)

- Send you updates or marketing messages.

You can opt out anytime by following the instructions in our messages or by contacting us.

Sharing Your Information

- We may share your information with:

- Partners who help process insurance applications

- Marketing providers to promote services (you can opt out)

- Government agencies or carriers, as required by law

We will never sell your health or Medicare information without your consent.

Security

We take steps to protect your information, including:

- Using encryption

- Limiting access to only authorized staff

- Regularly reviewing our data protection systems

No system is 100% secure, but we do our best to safeguard your data.

Retention

We keep your information as long as necessary to provide services, or as required by law.

Your Rights

Depending on where you live, you may have the right to:

- Access, correct, or delete your data

- Opt out of marketing or data sales

To make a request, contact us using the info below.

Children’s Privacy

Our services are not for children under 18. We do not knowingly collect data from children under 13.

Contact Us

If you have questions about this Privacy Policy, contact:

- Email: [email protected]
- Phone:
(844) 733-0249
- Address: 
5301 N Federal Hwy, Ste 290, Boca Raton, FL 33487

Your trusted Medicare advisors, dedicated to simplifying your healthcare decisions.

Important: Tradition Financial Group is not affiliated with or endorsed by Medicare or any government agency. We are an independent insurance agency specializing in Medicare-related insurance products.

© 2025 Tradition Financial Group. All rights reserved.

5301 N Federal Hwy, Ste 290, Boca Raton, FL 33487