Effective Date: July 16, 2025

Golden Milestone Services (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you interact with our website, services, and social media platforms.

Our registered address is:
N78 W14573 Appleton Ave, Unit 230, Menomonee Falls, WI 53051.

By using our services, providing your information, or interacting with our website or social channels, you agree to the terms outlined in this Privacy Policy.

1. Information We Collect

We may collect and process the following types of personal information:

a) Information You Provide to Us

You may provide information by filling out forms on our website, interacting with us via social media, or contacting us directly. This information may include:

• Your name
• Address
• Email address
• Phone number
• Any other details you share voluntarily

2. How We Use Your Information

We use the information you provide for the following purposes:

• To respond to your inquiries or requests
• To provide services or information you have requested from us
• To follow up with you about our services or offers

3. How We Store and Protect Your Data

• Your data is either securely emailed to us or stored on encrypted, secure servers.
• We use industry-standard safeguards to protect your information from unauthorized access or disclosure.
• However, please note that no method of transmission over the internet is 100% secure. Submitting data online is at your own risk.

4. Disclosure of Your Data

We respect your privacy and will not rent, sell, or share your personal information with unrelated third parties.

We may only disclose your data:

• To comply with legal obligations or valid requests from regulatory bodies
• If required by law, subpoena, or court order

5. Your Rights and Access to Your Information

You have the legal right to:

• Request access to the personal data we hold about you
• Ask for inaccuracies to be corrected
• Withdraw your consent at any time

All requests must be submitted in writing to:
📧 [email protected]
📞 (414) 312-5434

We may ask for additional information to verify your identity before processing your request.

If you are dissatisfied with how we handle your data, you can file a complaint with the Information Commissioner’s Office (ICO) or your local data protection authority.

6. Policy Updates

We may occasionally update this Privacy Policy. Any changes will be posted on this page, and where appropriate, we will notify you by email. We encourage you to review this policy periodically.

7. Contact Us

Questions or concerns about this Privacy Policy? Please contact us:

📧 [email protected]
📞 (414) 312-5434

8. Consent for Medicare Insurance Inquiries and Communications

By submitting your contact information through our website, forms, Facebook Lead Ads, or any other channel — and by clicking [SUBMIT] or otherwise providing your phone number to us — you acknowledge and agree to the following:

• You authorize Golden Milestone Services and its affiliated agents (“Advocates”) to contact you via phone calls, SMS / text messages, emails, and prerecorded messages, even if your number is on any federal or state Do Not Call list.
• You agree to be contacted using automated dialing technology, including autodialers and AI voice agents (Sarah, Leo, or successor systems).
• You confirm that you are the primary user of the phone number you provide.
• You understand that submitting your information is not required to purchase any products or services.

How to revoke consent:

• SMS opt-out: Reply STOP to any text message to unsubscribe from all SMS communications immediately. You will receive one final confirmation message.
• SMS help: Reply HELP to any text message for assistance.
• Email opt-out: Click the unsubscribe link in any marketing email, or email us at [email protected] with the subject line “REVOKE”.
• Phone: Call (414) 312-5434 to revoke any form of consent.

By submitting your information, you also agree to be bound by this Privacy Policy.

9. SMS / Text Message Communications

By providing your mobile phone number to Golden Milestone Services through any channel — website forms, Facebook Lead Ads, phone calls with our team or AI agents, appointment bookings, or in-person at events — you expressly consent to receive recurring SMS messages from us.

Types of Messages You May Receive

• Appointment confirmations and reminders — for Medicare reviews, ACA enrollments, life insurance consultations, and annuity meetings.
• Post-call follow-up — after a call with our office or our AI receptionist, you may receive a text confirming details or providing requested information.
• Free guide and document delivery — when you request a Medicare guide or other resource, we may text you the link.
• Educational and informational content — Medicare enrollment period reminders (AEP, OEP, SEP) and benefit change notifications relevant to your situation.
• Customer service responses — replies to inquiries you initiate.
• Promotional or marketing messages — only if you opt in (separate consent). Limited to no more than 4 messages per month.

Message Frequency

Frequency varies. Transactional messages (appointment confirmations, reminders, post-call follow-ups) are sent as needed — typically 1-5 per booking. Marketing messages, if opted in, are limited to 4 per month maximum.

Message and Data Rates

Standard message and data rates from your mobile carrier may apply. Golden Milestone Services does not charge for messages, but your carrier may.

Opt Out and Help Keywords

• Reply STOP to any text to unsubscribe from all SMS messages.
• Reply HELP to any text for assistance, or contact us at (414) 312-5434.

Phone Number Sharing

Mobile phone numbers and SMS opt-in consent are NEVER sold, rented, leased, or shared with third parties for marketing purposes. Your phone number is only shared with service providers strictly necessary to deliver our communications and services:

• Twilio — our SMS gateway provider, which sends messages on our behalf.
• ElevenLabs — our AI voice agent provider, which handles inbound and outbound voice calls.
• Google Workspace — for calendar and email integration tied to your appointment.
• Medicare carriers and CMS — only as required when you formally enroll in a Medicare plan and we submit your application.

These providers are bound by data processing agreements and cannot use your phone number for their own marketing.

Carrier Disclaimer

Mobile carriers are not liable for delayed or undelivered messages.

Scope of Appointment (Medicare-Specific)

SMS opt-in for general communications does NOT constitute consent to discuss specific Medicare Advantage or Part D plan details. Per CMS regulations, a separate signed Scope of Appointment (SOA) is required before any conversation about specific plans.

10. Call Recording Notice

Inbound and outbound phone calls to or from Golden Milestone Services — including calls handled by our AI receptionist (Sarah), our outbound AI dialer (Leo), or our licensed agents — may be recorded for quality, training, and compliance purposes.

By continuing the call after the recording disclosure, you consent to recording. If you do not wish to have your call recorded, please hang up and request communication by email instead.

Call recordings are stored securely with our service providers (Twilio, ElevenLabs) and retained for a period of up to 12 months unless extended for legal or compliance reasons.