Privacy policy

Planwell Insurance Brokers (“Planwell”) respects the right to privacy of all visitors to Planwell.Today (the “Website”). Planwell is committed to keeping any and all collected information and information that you provide to us confidential, secure and private. This statement explains our online information practices.

This Privacy Policy shall govern any and all data collection and usage through the use of Planwell.Today. By using the Website, you acknowledge that you agree with this Privacy Policy. In addition, your continued use of the Website following the posting of any updates or changes to our terms and conditions shall mean that you are in agreement and acceptance of such changes. If you do not agree with this Privacy Policy, please do not provide us with any Personal Information (as defined below) and please refrain from using our Website.

Information Collected

Planwell collects information that you provide to us. Examples of personal information that we collect may include, but are not limited to your name, address, telephone number, email address, and any other personally identifiable information (collectively, the “Personal Information”). This Website shall only collect Personal Information that you knowingly and willingly provide by way of surveys, completed sign up forms, and emails. It is the intent of this Website to use Personal Information only for the purpose for which it was requested and any additional uses specifically provided on this Website.  You are not required to provide any Personal Information in order to access the Website.

Google Analytics

Planwell uses a tool called “Google Analytics” to collect information about use of this Website. Google Analytics collects information such as how often visitors visit this Website, what pages they visit when they do so, and what other sites they used prior to coming to this Website. We use the information we get from Google Analytics only to improve this Website. Google Analytics collects only the IP address assigned to you on the date you visit this Website, rather than your name or other identifying information. We do not combine the information collected through the use of Google Analytics with personally identifiable information. Although Google Analytics plants a permanent cookie on your web browser to identify you as a unique user the next time you visit this Website, the cookie cannot be used by anyone but Google. Google’s ability to use and share information collected by Google Analytics about your visits to this Website is restricted by the Google Analytics Terms of Use and the Google Privacy Policy. You can prevent Google Analytics from recognizing you on return visits to this site by disabling cookies on your browser.

Uses of Your Information

Planwell may use your Personal Information to provide, and to communicate with you about our services and the services offered by our Insurance Partners. We may transfer this Personal Information to our Insurance Partners.

Occasionally your Personal Information may be used for sending communications to you in relation to the services offered on the Website. Planwell may also be in contact with you with regards to completing surveys and/or research questionnaires related to your opinion of current or potential future services that may be offered. Please see below on how to opt out of such communications.

Except as provided in this Privacy Policy, Planwell does not sell, trade or rent your Personal Information as supplied with third parties.

Cookies

Planwell may use “cookies”, or small text files that are stored on your computer’s hard drive. Cookies ensure that our Website’s content is presented in the most effective manner for you and your computer. You can decline cookies by activating a setting on your browser. If you choose to decline cookies, this may limit the functionality of our Website. While we use cookies, we do not track our visitors across websites or over time.

Security Methods

Planwell is hosted by Squarespace and align with its security activities and strategies. Read more here.

Links To Other Websites

The Planwell Website contains links to other websites that have information we believe may be of interest. We do not endorse these sites. While we try to link only to websites that share our high standards and respect for privacy, we are not responsible for the content of the sites or privacy practices employed by other sites. We encourage you to read the privacy policy of each site you visit that may collect information or ask you to disclose Personal Information. This Privacy Policy does not apply to information collected on external websites that may be linked to or through the Planwell Website. Please familiarise yourself with the privacy policies of any Website that you visit.

Opt-Out

All users and/or visitors to our website have the option to discontinue receiving communication from Planwell and/or reserve the right to discontinue receiving communications by way of email or newsletters. To stop receiving print mail and/or email communications from us or to request access to, correct, or delete any Personal Information that you have provided to Planwell, please contact us at info@planwell.today.

If you wish to unsubscribe or opt-out from any third party websites, you must go to that specific website to unsubscribe and/or opt-out.

Retention of Information

Planwell may retain your Personal Information for as long as we deem reasonable.

Policy Amendments

Planwell reserves the right to modify, expand or remove portions of this Privacy Policy at any time. Changes to this Privacy Policy will be posted on our Website. Your continued use of our Website indicates your agreement with these modifications and updates. If you do not agree with the changes, then you should stop using our Website and notify us that you do not want your information used in accordance with the changes. If we make significant material changes in the way we handle Personal Information, we may send a notice to you at the email address that we have on file and/or by posting a prominent notice on our Website.

Contact Information

If you have any questions about this Privacy Policy, please feel free to contact Planwell using any of the address details in Website footer.

Effective Date: May 28, 2020
Last Update: May 28, 2020