Privacy Policy
CarePoint Financial LLC · Last updated October 1, 2026
Scope of this policy
This website is operated by CAREPOINT FINANCIAL LLC, using the public-facing name CarePoint Financial. CarePoint Financial LLC (“we,” “us,” or “our”) explains here how we handle personal information collected through https://carepoint-financial.com, its contact and chat features, and related communications. This policy covers our website and communications activities. An insurer, enrollment platform, or other organization you use may provide a separate privacy notice for its services.
Information we collect
Information you provide may include your name, email address, telephone number, appointment details, the services you ask about, and the content of messages or forms you submit. We also keep communication preferences and records of consent or withdrawal, including the date, method, and disclosure associated with an SMS opt-in when available. When you visit or use the website, our website and communications providers may receive technical information such as your IP address, browser and device type, pages accessed, interaction times, and chat activity. The information collected depends on the features you use. Please do not submit Social Security numbers, Medicare identification numbers, medical records, passwords, or payment card information through the general website chat or ordinary text messages. If an application requires sensitive information, contact us for the appropriate submission process. When you submit our native HighLevel contact form, the contact details you enter, your separate informational and marketing text-message consent choices, and a submission record are stored in our customer relationship management system. We retain a printable copy of the submission with the contact for recordkeeping. A phone number alone is not SMS consent. You may request assistance by email without choosing either SMS category. The form is provided by HighLevel/LeadConnector, a service provider processing this information for us.
How we use information
We use information to answer your questions, arrange appointments, assist with services you request, maintain communication and consent records, operate and protect the website, troubleshoot problems, and meet applicable recordkeeping or legal obligations. Where you give the relevant permission, we may also send educational or promotional communications about our services. We use SMS consent only for the message categories and sender you authorized.
When information is disclosed
Service providers may process information for website hosting, customer relationship management, appointment scheduling, communications, and technical support on our behalf. Our website communications may be managed using HighLevel or LeadConnector and their delivery providers. We limit these disclosures to the services being performed and require appropriate restrictions on the use and protection of the information. When you request insurance or benefits assistance, we may provide information needed for that request to the insurer, enrollment platform, or authorized professional involved, with any permission required for that activity. Their own privacy notices may also apply. Requesting assistance does not authorize an unrelated company to market to you by text. We may disclose information when required by law or lawful process, or when reasonably necessary to address fraud, protect safety, or establish or defend legal rights. The SMS restrictions below apply to marketing disclosures and are not overridden by a general reference to providers or business partners.
Mobile information and SMS consent
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent will not be sold, rented, or shared with another business for its own marketing or messaging program. These restrictions apply throughout this policy, including general references to business partners, affiliates, and other disclosures. Only service providers helping us operate and deliver our own messaging program may process the mobile information and consent records needed for that work, under restrictions on independent use. This limited processing does not permit those providers to market to you. We may retain opt-out records to respect your preferences and meet recordkeeping obligations. To stop program texts, reply STOP to one of our messages or contact us below. For assistance, reply HELP or use our support contact details. Program details are available in the Terms of Service on this website.
Cookies and similar technologies
The website and embedded services may use cookies, browser storage, and similar technologies to support page operation, maintain a session, remember preferences, and operate the chat or scheduling features you use. These technologies may receive technical and interaction information described above. You can use browser controls to block or delete cookies; doing so may affect website features. Cookie controls do not withdraw SMS consent, which you can manage as described above.
Retention and protection
We keep information for the time reasonably needed for the purposes described in this policy, including requested services, communication history, consent records, compliance obligations, and resolving disputes. Retention depends on the information and the relevant requirements. Deletion requests may be subject to legal recordkeeping duties and the need to preserve an opt-out record. We use reasonable administrative, technical, and organizational safeguards appropriate to the information we handle. No website, transmission method, or storage system can be guaranteed completely secure.
Your choices and requests
You can contact us to request access to, correction of, or deletion of information we hold about you, or to update communication preferences. Where applicable law gives you additional privacy rights, we will handle those requests in accordance with that law. We may need to verify your identity using information reasonably necessary for the request. Please do not send identity documents or sensitive identifiers by ordinary email unless we arrange an appropriate process. To stop promotional emails, use the unsubscribe option in the message or contact us. To stop texts, use STOP or contact us. A website visit or agreement to website terms does not by itself enroll you in marketing communications.
Children and external websites
This website and its messaging program are intended for adults, not children under 18. We do not knowingly collect information directly from children through these features. If you believe a child submitted information, contact us so we can review and address it. Information an adult provides about dependents for a requested insurance service is handled through the applicable service process. When you follow a link to another organization or use its separate application or enrollment service, review that organization’s privacy notice. This policy does not describe that organization’s independent practices.
Policy updates
We will post revised versions here and update the date. If a change requires notice or new consent, we will provide that notice or request permission as required. Updating this policy does not create new consent for marketing texts.
Contact
CarePoint Financial LLC Email: [email protected] Phone: 786-784-4841 Website: https://carepoint-financial.com