Privacy Policy

Last updated: 10 Oct. 2026

David Wolfe Insurance (“we,” “us,” “our”) respects your privacy. This policy explains what information we collect when you visit davidwolfeinsurance.com, call us, or schedule an appointment, and how we use and protect it. 

1. INFORMATION WE COLLECT

When you call us, use our website, or schedule an appointment, we may collect: 

  • Your name 
  • Your phone number 
  • Your email address, if you give it to us for appointment confirmation – The date, time, and time zone of the appointment you request – A brief reason for your call, if you choose to share one
  • Your mobile phone number and your consent, if you agree to receive text messages
  • Basic website information such as your browser type and pages visited We do not ask for your Medicare number, Social Security number, bank 

information, diagnoses, prescriptions, or coverage history when you call to schedule an appointment. Please do not share them with our scheduling assistant. You can discuss them with David Wolfe directly during your appointment.

2. HOW WE USE YOUR INFORMATION

We use your information to: 

  • Schedule, confirm, change, or cancel appointments 
  • Return your calls 
  • Send appointment confirmations and reminders by text or email – Respond to your questions 
  • Keep our records and meet legal and licensing requirements 

We do not sell your personal information. 

3. OUR VIRTUAL ASSISTANT AND CALL RECORDING

Calls we cannot answer may be answered by an automated virtual assistant that uses artificial intelligence. It books and changes appointments on David Wolfe’s calendar. It does not discuss Medicare plans, benefits, or prices. Calls handled by the assistant may be recorded and transcribed so we can schedule your appointment and follow up. The assistant tells you at the start of the call that it is an automated assistant and that the call may be recorded. 

4. TEXT MESSAGING

If you agree during a call to receive text messages, we use your mobile number only to send appointment confirmations, reminders, and changes related to your request. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties. You can opt out at any time by replying STOP. See our SMS Terms at 

davidwolfeinsurance.com/sms-terms.

5. WHO WE SHARE INFORMATION WITH

We share information only with service providers who help us run our business, and only as needed for those services. These include providers of telephone and text messaging, automated call answering, calendar and email, and workflow tools. They may use your information only to provide services to us. We may also disclose information when required by law, to respond to a legal request, or to protect our rights or safety. 

6. HOW LONG WE KEEP INFORMATION

We keep your information as long as needed to provide our services and meet legal, licensing, and record-keeping requirements. Then we delete it or make it anonymous. 

7. HOW WE PROTECT YOUR INFORMATION

We use reasonable administrative, technical, and physical safeguards to protect your information. No method of storage or transmission is completely secure, so we cannot guarantee absolute security. 

8. YOUR CHOICES AND RIGHTS

You can ask us to tell you what information we hold about you, correct it, or delete it. You can ask us to stop calling or texting you at any time. To make a request, email david@davidwolfeinsurance.com or call (858) 434-7272. We will respond within 45 days. Depending on where you live, you may have additional rights under state law, and we will honor them. 

9. CHILDREN

Our services are for adults. We do not knowingly collect information from anyone under 18. 

10. LINKS TO OTHER SITES

Our website may link to other sites, such as Medicare.gov. We are not responsible for their privacy practices. 

11. CHANGES TO THIS POLICY

We may update this policy from time to time. The “Last updated” date at the top shows the latest version. 

12. CONTACT US

David Wolfe Insurance 
Medicare.gov or 1-800-MEDICARE to get information on all of your options

Email: david@davidwolfeinsurance.com 

Phone: (858) 434-7272

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