Last updated: February 2026
PlanBuddy LLC ("PlanBuddy," "we," "us," or "our") respects your privacy and is committed to protecting the information you share with us. This Privacy Policy explains what information we collect, how we use it, how we protect it, and the choices you have. It applies to our website at my-planbuddy.com and our services, including our text message (SMS) program. Please also review our Terms of Service.
1. Information We Collect
We collect information you provide directly to us and information collected automatically when you use our website. This may include:
- Contact information you provide — such as your name, phone number, email address, ZIP code, and mailing address.
- Medicare-related information you choose to share — such as your doctors, prescriptions, and coverage preferences, so we can help you compare plans.
- Communication information — records of your messages, questions, and requests when you contact us or interact with our tools.
- Automatically collected information — such as your IP address, browser type, device information, and how you use our website (see "Cookies and Tracking" below).
2. How We Use Your Information
We use the information we collect to:
- Respond to your questions and requests for Medicare information and assistance
- Help you compare plans and, if you choose, assist with enrollment
- Schedule and confirm appointments and send reminders
- Send you text messages you have opted in to receive (see "SMS Opt-In" below)
- Improve our website, tools, and services
- Comply with legal and regulatory obligations, including Medicare marketing rules
We use your information only for the purposes described in this policy and to provide the help you requested.
3. SMS / Text Messaging Opt-In
When you provide your mobile phone number and opt in — for example, by checking a consent box on our form or by texting us — you agree to receive text messages from PlanBuddy related to your request for Medicare information and assistance. These may include responses to your questions, appointment scheduling and reminders, follow-ups, and helpful resources.
Opting out: You can opt out of text messages at any time by replying STOP to any message. You will receive a one-time confirmation and no further texts. Reply HELP for help, or contact us using the information at the bottom of this page.
Message and data rates may apply, and message frequency varies. Consent to receive texts is not a condition of purchasing any goods or services.
We do not sell or share your information. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
4. How We Share Information
We do not sell your personal information, and we do not share your mobile phone number or SMS opt-in data with third parties for their marketing purposes. We may share limited information only in these cases:
- Service providers who help us operate our business (such as our customer-relationship and messaging platforms), who are contractually required to protect your information and use it only to provide services to us.
- Insurance carriers when you choose to enroll in or request information about a specific plan, as needed to process your request.
- Legal and regulatory authorities when required by law, regulation, or valid legal process.
As noted above, your text messaging opt-in data and consent is never shared with third parties for marketing.
5. Cookies and Tracking
Our website uses cookies and similar technologies to help the site function, remember your preferences, understand how visitors use our site, and measure the performance of our advertising. This may include analytics tools and advertising pixels (for example, the Meta Pixel) that collect information such as pages visited and actions taken on our site.
You can control cookies through your browser settings, including blocking or deleting them. Some features of our website may not function properly if cookies are disabled. You can also opt out of certain interest-based advertising through your device and browser settings.
6. Data Security
We take the security of your information seriously and use reasonable administrative, technical, and physical safeguards designed to protect it against unauthorized access, use, or disclosure. This includes encryption in transit and access controls that limit who can view your information. However, no method of transmission over the internet or electronic storage is completely secure, so we cannot guarantee absolute security.
7. Your Rights and Choices
You have choices about your information:
- Opt out of texts at any time by replying STOP.
- Unsubscribe from emails by using the unsubscribe link in any email or contacting us.
- Access or update your information — you may request that we correct or update the personal information we hold about you.
- Request deletion — you may request that we delete your personal information, subject to legal and regulatory retention requirements.
To exercise any of these rights, contact us using the information below and we will respond as required by applicable law.
8. Children's Privacy
Our website and services are intended for adults 18 and older and are not directed to children. We do not knowingly collect personal information from anyone under 18.
9. Changes to This Policy
We may update this Privacy Policy from time to time. The "Last updated" date at the top reflects the most recent changes. Your continued use of our website after changes are posted constitutes acceptance of the updated policy.