DIXIELEE INSURANCE SOLUTIONS LLC

Privacy Policy

Effective Date: November 2025

1. Our Commitment to Your Privacy

At DixieLee Insurance Solutions LLC, protecting your personal information is part of our promise to serve you with integrity, respect, and care. We collect only the information necessary to provide accurate insurance guidance and to help you compare and enroll in plans that best fit your needs. We follow all applicable federal and state privacy laws, including those established by the Centers for Medicare & Medicaid Services (CMS), the Health Insurance Portability and Accountability Act (HIPAA), and the Ohio Department of Insurance.

2. Information We Collect

When you contact us, request information, or apply for coverage, we may collect: • Your name, address, phone number, and email address • Medicare Beneficiary Identifier (MBI) or policy numbers (if applicable) • Health or prescription details needed to compare plan options • Demographic information such as age, gender, and ZIP code We collect this information

only to assist with insurance education, plan comparison, enrollment, and customer service.

3. How We Use and Share Information

Your information is used solely to: • Respond to your inquiries and provide plan information • Conduct licensed insurance consultations and enrollments • Maintain accurate client records and follow-up communications • Comply with CMS and state documentation requirements. We do not sell, rent, or share your personal information with third parties for marketing purposes. Information may be shared only with licensed insurance carriers or enrollment platforms necessary to process your chosen coverage options.

4. Data Security

DixieLee Insurance Solutions uses secure systems, encrypted communications, and password-protected devices to store

client data.

5. Your Rights

You may: • Request to review, update, or correct your personal information • Ask us to delete information we no longer need o maintain for compliance • Withdraw permission for future contact at any ttime To exercise these rights, please contact us using the information below.

6. Updates to This Policy

DixieLee Insurance Solutions may change its Privacy Policy from time to time at DixieLee Insurance Solutions’ sole discretion. Updates will be posted on this website and take effect immediately upon posting.

7. Contact Us

DixieLee Insurance Solutions LLC Phone: 567-268-1285 Email: john.esker@dixieleeins.com Website: www.dixieleeinsurance.com

8. Important Notice

DixieLee Insurance Solutions LLC is an independent insurance agency and is not affiliated with or endorsed by Medicare, CMS, or any government agency. © 2025 DixieLee Insurance Solutions LLC. All rights reserved.

For educational use only. Printed for internal and client reference.

Have Questions About Medicare or Need Help Choosing the Right Plan?

Call DixieLee Insurance Solutions LLC in Akron, OH, today at (567) 268-1285 and let us guide you through the process with clarity and care.