Privacy Policy

Quality Senior Benefits, LLC (“we,” “us,” or “our”), led by Jay Dorso, respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, contact us, or use our services.

Information We Collect

• Personal Information you provide (e.g., name, email, phone, address, date of birth, financial goals, account or policy details you share).
• Professional/Household Details relevant to financial and insurance planning (e.g., employment status, income ranges you disclose, beneficiaries).
• Website & Device Data (e.g., IP address, pages viewed, browser type) via cookies or similar technologies.
• Communications (emails, forms, calls, meeting notes) for service delivery and recordkeeping.

How We Use Information

• Provide financial/insurance guidance and client support.
• Prepare proposals, quotes, analyses, and plan recommendations.
• Comply with legal, regulatory, and audit obligations.
• Improve our website, services, and client experience.
• Communicate updates, notices, or required disclosures.

Sharing & Disclosures

We may share information with service providers, carriers, custodians, technology vendors, or professional partners who assist us, bound by confidentiality obligations. We may disclose information if required by law, to protect rights and safety, or with your consent.

Security

We use reasonable administrative, technical, and physical safeguards to protect information. No system is 100% secure; please use caution when transmitting data online.

Retention

We retain information for as long as necessary to provide services, meet regulatory requirements, resolve disputes, and enforce agreements.

Your Privacy Rights

Depending on your location, you may have rights to access, correct, delete, or limit use of your personal information. To exercise rights, see Contact below. We will not discriminate for exercising privacy rights.

Children’s Privacy

Our services are not directed to children under 13, and we do not knowingly collect personal information from them.

Changes to This Policy

We may update this Policy from time to time. The “Effective Date” above reflects the latest revision.

Contact