Privacy Policy

Below is a customized Privacy Policy for Jam Legacy Insurance, written in a professional, compliant, Medicare-appropriate tone, and closely modeled on the structure and language you provided—while adapting it correctly for insurance, Medicare-related communications, and U.S. privacy standards.

You can copy/paste this directly onto your website and adjust the Effective Date, email, and phone number if needed.

Privacy Policy

Effective Date:
December 1, 2025

Last Updated:
December 28, 2025

This Privacy Policy describes how Jam Legacy, operated under Jam Legacy LLC (“Jam Legacy,” “we,” “us,” or “our”), collects, uses, discloses, and safeguards your personal information when you interact with our website, services, advertisements, or communications.

We are committed to protecting your privacy and handling your information responsibly in compliance with applicable U.S. privacy laws, Medicare regulations, and, where applicable, international data protection standards such as the General Data Protection Regulation (GDPR).

1. Who We Are

Jam Legacy is an independent insurance agency specializing in Medicare-related insurance solutions, including but not limited to Medicare Advantage, Medicare Supplement (Medigap), and Prescription Drug Plans (Part D).

We provide education, consultation, and enrollment assistance to help individuals make informed decisions about their Medicare coverage. Jam Legacy is operated by Jam Legacy LLC.

2. Information We Collect

We may collect the following personal information when you interact with us:

Full Name

Phone Number

Email Address

Zip Code or State

Date of Birth (when voluntarily provided for eligibility discussions)

Medicare-related preferences or plan interests

Information may be collected through:

Website forms

Phone calls or recorded calls (where permitted by law)

SMS/text message interactions

Email communications
Lead forms on others platforms

We do not intentionally collect Social Security numbers, Medicare ID numbers, banking information, or payment card details through our website unless explicitly required and provided through secure, authorized channels.

3. How We Use Your Information

We use your personal information to:

Provide Medicare education, consultations, and plan comparisons

Respond to inquiries and customer service requests

Schedule appointments and follow-ups

Send confirmations, reminders, and service-related communications

Communicate about Medicare plans, enrollment periods, or coverage options (with consent)

Improve our services, marketing efforts, and user experience

Comply with legal, regulatory, and Medicare-related requirements

We do not use your data for purposes unrelated to insurance or Medicare services.

4. Legal Basis for Processing (GDPR – If Applicable)

If you are located in the European Economic Area (EEA), we process personal data based on:

Your consent, provided through form submissions or opt-ins

Contractual necessity, to deliver requested services

Legitimate business interests, provided these do not override your rights

5. Consent and Your Rights

By submitting your information, you consent to our collection and use of your data as described in this Privacy Policy.

You have the right to:

Access your personal information

Request corrections or updates

Request deletion of your data

Object to or restrict certain processing activities

Withdraw consent at any time

You may opt out of SMS communications by replying “STOP”, or opt out of emails using the unsubscribe link provided.

To exercise any privacy rights, contact us using the details below.

6. Data Sharing and Others

Jam Legacy Insurance does not require your personal information.

We may give out your data only with:

Licensed insurance carriers for enrollment or quoting purposes

Secure CRM, communication, or compliance platforms used to operate our business

Service providers contractually obligated to protect your data

All third parties are required to maintain appropriate confidentiality, security, and data protection standards.

7. Medicare & Compliance Notice

Jam Legacy Insurance complies with applicable Centers for Medicare & Medicaid Services (CMS) marketing, communication, and privacy guidelines.

Any Medicare-related communication is conducted in accordance with CMS rules, including consent requirements and opt-out provisions.

8. International Data Transfers

If applicable, personal data may be processed or stored in the United States or other jurisdictions.

When international transfers occur, we implement safeguards such as:

Standard Contractual Clauses (SCCs)

Secure, encrypted data storage and transmission

Data Processing Agreements (DPAs) with vendors

9. Data Security

We take reasonable administrative, technical, and physical measures to protect your data, including:

SSL encryption (HTTPS)

Secure cloud hosting environments

Restricted, role-based access to systems

Regular monitoring and security updates

Encrypted data storage where applicable

Despite these measures, no system can be guaranteed 100% secure.

10. Data Retention

We retain personal information only as long as necessary to:

Provide services

Meet regulatory or Medicare-related obligations

Comply with legal requirements

You may request deletion of your data at any time, subject to applicable legal retention rules.

11. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be reflected by updating the “Last Updated” date and may be communicated via:

Website notice

Email notification (if applicable)

12. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us:

Company: Jam Legacy LLC
Business Name: Jam Legacy
Email: [email protected]
Phone: +1 631.658.4008