Privacy Policy
Lifestyle Advisors, LLC
Effective Date: 1-1-2018
Last Updated: 7-10-2026
Lifestyle Advisors, LLC (“Lifestyle Advisors,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect through our website, lifestyle-advisors.com (the “Site”), how we use it, and the choices you have.
By using our Site, you agree to the terms of this Privacy Policy.
1. Who We Are
Lifestyle Advisors, LLC is an independent health insurance brokerage licensed in Minnesota (License #40382775), California (License #4361005), and additional states, providing guidance on health insurance, Medicare, medical cost-sharing plans, and related products.
Contact information:
7900 International Drive, Suite 300 #3006
Bloomington, MN 55425
Phone: (952) 210-9456
Email: amy@lifestyle-advisors.com
2. Information We Collect
We collect information in the following ways:
a. Information you provide directly. When you fill out a contact form, request a consultation, book an appointment, or complete an intake/needs-assessment form on our Site, we may collect information such as:
– Name, email address, phone number, and mailing address
– Age, household size, and general health coverage needs (as relevant to finding you insurance options)
– Any other information you choose to share with us in a form or message
These forms are processed through our customer relationship management (CRM) platform, GoHighLevel (GHL), which stores and helps us manage this information securely.
b. Information from third-party marketplace tools. Our Site links out to third-party enrollment platforms, including HealthSherpa and the MNsure marketplace, to help you shop for or enroll in health insurance plans. When you use these tools, you leave our Site and are subject to that third party’s own privacy policy. We do not control, and are not responsible for, how these third parties collect or use your information.
c. Automatically collected information. Like most websites, our Site may automatically collect certain technical information when you visit, such as your IP address, browser type, device type, and pages viewed, typically through cookies or similar tracking technologies. [Note: confirm which analytics or tracking tools, if any — e.g., Google Analytics, Meta/Facebook Pixel — are actively installed on the site, so this section can name them specifically.]
3. How We Use Your Information
We use the information we collect to:
– Respond to your inquiries and schedule consultations
– Assess your health insurance needs and provide personalized plan recommendations
– Communicate with you about your coverage options, enrollment deadlines, and follow-up questions
– Maintain accurate client records
– Improve our Site and services
– Comply with legal and regulatory obligations related to insurance brokerage
We do not sell your personal information to third parties.
4. How We Share Your Information
We may share your information with:
– Insurance carriers and marketplaces (such as HealthSherpa or MNsure) when necessary to help you obtain or enroll in a plan
– Service providers who help us operate our business, such as our CRM platform (GoHighLevel), strictly to perform services on our behalf
– Legal or regulatory authorities, if required by law, subpoena, or other legal process
We do not share your information for third-party marketing purposes without your consent.
5. Your Choices
- You may opt out of receiving marketing emails or texts from us at any time by using the unsubscribe link in our emails or by contacting us directly.
- You may request that we delete or update the personal information we have on file for you by emailing amy@lifestyle-advisors.com.
- If you would like a call recorded for your own records, you may request this from us directly. Please see our separate notice regarding call recording for more detail.
6. Data Security
We take reasonable measures to protect the information you share with us, including relying on secure, reputable third-party platforms (such as GoHighLevel) to store client information. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.
7. Children’s Privacy
Our Site and services are not directed at children under the age of 18, and we do not knowingly collect personal information from children.
8. Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Last Updated” date.
9. Contact Us
If you have questions about this Privacy Policy or how we handle your information, please contact us:
Lifestyle Advisors, LLC
7900 International Drive, Suite 300 #3006
Bloomington, MN 55425
Phone: (952) 210-9456
Email: amy@lifestyle-advisors.com