Last updated: June 29, 2026
This Privacy Policy & Terms of Use explains how Simple Retirement Benefits collects, uses, protects, and shares information through SimpleRetirementBenefits.com and related online forms, appointment tools, email, phone, and text communications.
Simple Retirement Benefits is an independent insurance agency. We help people review Medicare, Medicare Supplement, Medicare Advantage, Prescription Drug Plan, health insurance, and related coverage options. We are not a government agency, insurance carrier, or call center.
For purposes of this page, "Simple Retirement Benefits," "SRB," "we," "us," and "our" refer to Simple Retirement Benefits and its licensed agents, employees, and authorized representatives.
Medicare & TPMO Disclosure
We are not connected with or endorsed by the United States government or the federal Medicare program.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
Coverage, carriers, products, and plan availability vary by state, county, ZIP code, and eligibility.
Information We Collect
We may collect information you choose to provide to us, including:
- Name
- Phone number
- Email address
- ZIP code or postal code
- Contact age
- Information about your insurance questions or coverage needs
- Appointment requests
- Messages, emails, text messages, call notes, or other communication history
- Information needed to quote, compare, apply for, enroll in, or service insurance coverage
We may also collect technical information when you use our website, such as:
- IP address
- Browser type
- Device type
- Pages visited
- Date and time of visit
- Referring website
- General analytics and usage information
- Form submission records, including submission time, page URL, and consent language shown at the time of submission
Please do not submit Social Security numbers, Medicare Beneficiary Identifiers, payment information, medical records, or other highly sensitive information through a general website contact form unless we specifically request it through a secure process.
How We Use Information
We use information to:
- Respond to your request
- Contact you about insurance questions, quote requests, appointment requests, coverage reviews, or related options
- Schedule and prepare for appointments
- Provide Medicare, health insurance, and related insurance guidance
- Compare coverage options
- Assist with applications, enrollments, renewals, or service requests
- Maintain business and compliance records
- Improve our website, communications, and client experience
- Protect against fraud, misuse, unauthorized access, or legal claims
- Comply with applicable laws, carrier requirements, CMS requirements, and regulatory obligations
How We May Contact You
When you submit a form on our website, the form may include a contact consent disclosure near the submit button. That disclosure controls the contact consent for that specific form submission.
In general, by submitting a contact form, you are asking Simple Retirement Benefits to contact you about your request. We may contact you by phone, email, or text message using the contact information you provide.
Where our form disclosure states that you consent to automated text messages, your click or form submission may serve as your electronic signature for that limited consent. Consent to receive automated text messages is not required to purchase or enroll in any product or service. If you do not want to consent to automated text messages, you may contact Simple Retirement Benefits directly using another method listed on this website.
Message and data rates may apply. Message frequency varies. Reply STOP to opt out of text messages or HELP for help. We will also honor other reasonable requests to opt out of calls or text messages.
How We Share Information
We do not sell, rent, or share your personal information with third parties for their own unrelated marketing purposes.
We may share information when reasonably necessary to respond to your request, provide services, operate our business, or comply with legal or regulatory obligations. This may include sharing information with:
- Licensed agents or employees of Simple Retirement Benefits
- Insurance carriers
- Field marketing organizations, general agencies, or other insurance distribution partners
- Quoting, enrollment, application, or service platforms
- Appointment scheduling, CRM, email, text messaging, website hosting, analytics, and technology providers
- Compliance, legal, accounting, or business advisors
- Government agencies, regulators, carriers, or other parties when required by law, contract, or compliance obligation
We limit sharing to what is reasonably necessary for the purpose involved.
Cookies, Analytics, and Website Tools
Our website may use cookies, analytics tools, embedded maps, scheduling tools, form tools, pixels, or similar technologies to operate the site, understand how visitors use it, improve performance, and respond to inquiries.
These tools may collect technical information such as IP address, browser type, device information, pages visited, and general usage data. Third-party tools may process information according to their own privacy policies.
You can control cookies through your browser settings, but some website features may not work properly if cookies are disabled.
Data Retention
We keep personal information only as long as reasonably necessary for the purposes described in this policy, including to provide services, maintain business records, comply with carrier or regulatory obligations, resolve disputes, and enforce our agreements.
Retention periods may vary depending on the type of information, the nature of the client relationship, carrier requirements, CMS requirements, legal obligations, and business needs.
Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, misuse, loss, or alteration.
No website, email system, text messaging system, or electronic storage method is completely secure. Please use caution when sending sensitive information electronically.
Your Choices
You may contact us to:
- Ask what contact information we have for you
- Request that we update or correct your information
- Request that we stop contacting you by phone, email, or text
- Request deletion of information, subject to legal, carrier, regulatory, or business recordkeeping obligations
- Ask questions about this policy or how your information is used
You may opt out of text messages by replying STOP. You may also contact us directly using the phone number or contact method listed on this website.
Email messages may include unsubscribe or opt-out instructions when applicable.
State Privacy Rights
Depending on where you live and whether a particular privacy law applies to us, you may have additional rights regarding access, correction, deletion, portability, or limits on certain uses of your personal information.
Even when a specific state privacy law does not require a formal consumer-rights process for our business, you may still contact us with privacy-related requests, and we will make reasonable efforts to respond.
We do not knowingly sell sensitive personal information.
Children's Privacy
Our website and services are intended for adults and are not directed to children under 13.
We do not knowingly collect personal information from children under 13. If we learn that we have collected information from a child under 13 through this website, we will take reasonable steps to delete it.
Insurance and Coverage Disclaimers
Information on this website is for general educational purposes only. It is not legal, tax, medical, financial, or investment advice.
This website provides a simplified description of insurance products, coverages, and related topics. It is not a statement of contract. Coverage is governed by the applicable policy, certificate, evidence of coverage, endorsements, riders, carrier documents, plan documents, and applicable law.
No information on this website guarantees that insurance will be provided, that an application will be approved, that a plan is available in your area, or that any particular coverage, premium, benefit, provider, drug, pharmacy, or cost-sharing amount will apply.
Coverage cannot be bound, amended, changed, cancelled, or guaranteed through this website, email, voicemail, text message, or other informal communication unless confirmed in writing by the applicable insurance carrier or authorized agency representative in accordance with policy terms and applicable law.
Material misstatements, omissions, fraud, or intentional misrepresentations may lead to price variation, declination, cancellation, or rescission of coverage, subject to applicable law and policy terms.
Use of This Website
By using this website, you agree to use it only for lawful purposes and in a way that does not interfere with the website, its security, or its availability.
You agree not to:
- Use the website for unlawful, fraudulent, abusive, or harmful purposes
- Attempt to gain unauthorized access to the website, server, forms, systems, or data
- Introduce malware, spam, scraping tools, or other harmful code
- Copy, reproduce, republish, or commercially exploit website content without permission
- Misrepresent your identity or submit false information through any form
We may restrict or block access to the website if we believe use violates these terms or creates a risk to the site, our business, or other users.
Intellectual Property
The content on this website, including text, graphics, logos, layout, design, images, downloads, and other materials, is owned by or licensed to Simple Retirement Benefits unless otherwise stated.
You may view and print website materials for personal, non-commercial use. You may not copy, modify, distribute, republish, sell, or use website content for commercial purposes without our written permission.
Third-Party Links and Embedded Content
This website may link to or embed content from third-party websites, including Medicare.gov, insurance carriers, scheduling tools, map services, social media platforms, video platforms, analytics providers, or other resources.
We are not responsible for the content, privacy practices, security, accuracy, or availability of third-party websites or services. Your use of third-party websites is subject to their own terms and privacy policies.
No Warranty
This website and its materials are provided on an "as available" and "as is" basis. We make reasonable efforts to keep information accurate and current, but we do not guarantee that all information is complete, current, error-free, uninterrupted, or suitable for your specific circumstances.
Limitation of Liability
To the fullest extent permitted by law, Simple Retirement Benefits is not liable for damages arising from your use of, or inability to use, this website or its materials, including errors, interruptions, outdated information, linked third-party content, or reliance on general educational information provided on the site.
Some jurisdictions do not allow certain limitations of liability, so some limitations may not apply to you.
Changes to This Page
We may update this Privacy Policy & Terms of Use from time to time. Updates will be posted on this page with a revised "Last updated" date.
Your continued use of this website after changes are posted means you accept the updated terms to the extent permitted by law.
Governing Law
These terms and any claim related to this website are governed by the laws of the State of Texas, without regard to conflict-of-law principles.
Contact Us
Questions about this Privacy Policy & Terms of Use may be directed to:
Simple Retirement Benefits
8711 Burnet Rd STE E50
Austin, TX 78757
Phone: 512-432-5414
Website: SimpleRetirementBenefits.com