Last Updated: March 2024

Who We Are: 


This Privacy Policy explains how Senior Living Financial Specialist (including our parent company, subsidiaries, and affiliates) collects, uses, and shares your information when you use our services. 


What We Collect: 


“Your Information” refers to any personal details you provide, including potentially sensitive information like: 


  • Personally identifying information (name, address, etc.) 

  • Medical and health history 

  • Financial information 


What This Policy Covers: 


This policy applies only to information collected through our services, such as websites, apps, and email notifications. It does NOT cover: 


  • Information gathered elsewhere (other websites, apps) 

  • Information collected by others (even if related to our services) 

  • How We Use Your Information: 


We use your information for several reasons, including: 


  • Completing transactions you request 

  • Verifying information you provide 

  • Providing customer service support 

  • Sending you administrative notices and updates 

  • Obtain products, or services you request 

  • Offering promotional materials, surveys, and personalized information (from us or partners) 


Who We Share Your Information With: 


We may share your information with trusted third parties to help us provide services. These include: 


  • Regulatory and Legal Authorities 

  • Affiliated companies 

  • Others, with your permission.  

  • Those involved in a potential acquisition of our business 


More information on who we disclose information to and why, can be found in our Disclosures Section.  


Important Note: 


We only share your information with service providers for the specific purpose of completing their assigned tasks. 


Non-Discrimination Policy: 


We are committed to providing equal opportunities for all. This means we don’t discriminate based on race, color, national origin, disability, or age. You can expect fair treatment when applying for residency, participating in activities, or receiving any of our services.  




We strive to regularly review and update this Privacy Policy. If we make any changes, we will post the updated policy here on this page. The revised policy will be effective as of the date listed at the top of the document under “Last Updated.” 


Marketing or Promotional Purposes: 


We will not share your mobile information with any third-party companies or affiliates for marketing or promotional purposes. This means we won’t sell or rent your personal, medical or financial information to third parties, or affiliates.  


Exception: Text Messaging Opt-In. If you explicitly agree to receive text messages from us (by opting-in to a program), the phone number you provide will be used solely for sending those messages. We will never share your opt-in consent with any third parties. 


We Value Your Privacy: 


This policy clarifies how we handle your information. We strive to be transparent and use your information responsibly. 

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