Effective date: September 2026
PlanWell Wealth Solutions ("PlanWell," "we," "us," or "our") respects your privacy. This policy explains what information we collect through planwellws.com, why we collect it, how it is used, and the choices available to you.
We collect information you choose to provide directly to us, including:
We do not use cookies, advertising trackers, or analytics scripts on this site as of the effective date above. If that changes, this policy will be updated accordingly.
We use the information you provide to:
We do not sell your information, and we do not use it for unrelated marketing or share it with third parties for their own marketing purposes.
To operate this site, certain information is processed by third-party service providers on our behalf:
These providers are contractually and technically necessary to deliver your inquiry or quiz result to us — they are not granted rights to use your information for their own independent marketing.
We retain submitted information for as long as reasonably necessary to respond to your inquiry, provide the services you've requested, and maintain accurate business records, consistent with applicable recordkeeping requirements for licensed insurance and financial professionals.
You may ask us to delete the information you've submitted, or ask what information we hold about you, by contacting us using the information below. We will respond to reasonable requests promptly.
This site is intended for adults and is not directed to children under 13. We do not knowingly collect information from children.
We may update this policy from time to time. The effective date at the top of this page reflects the most recent revision.
If you have questions about this policy or how your information is handled, contact Cameron A. Michels at cameron@planwellws.com.
