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  • Privacy Policy

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  • Privacy Policy

Privacy Policy

  

Privacy Policy for Praesidium Advisors LLC

At Praesidium Advisors we are committed to protecting the privacy and security of your personal and health information. This Privacy Policy outlines how we collect, use, share, and safeguard your information in compliance with applicable laws, including the Health Insurance Portability and Accountability Act (HIPAA).

1. Information We Collect
We collect personal and health information necessary to provide insurance services, such as your name, contact details, medical history, and insurance-related data only when required. This information is typically collected through forms, applications, or direct communications with you, such as phone calls, emails, or in-person interactions.

2. Text Messaging
We do not collect or store personal or health information through text messaging. Any communications via text messaging are not used to gather or retain your personal data, and we encourage you to avoid sharing sensitive information through text messages.

3. Use of Your Information
We do not transfer consumer data to any external organizations under any circumstances, even with your consent. 

4. Sharing of HIPAA-Protected Information
We only share Protected Health Information (PHI) as permitted by HIPAA. Your PHI will only be disclosed to individuals or entities that are HIPAA-licensed or otherwise authorized under HIPAA regulations, such as: 

  • Healthcare      providers or insurers involved in your care or coverage. 
  • Business      associates who comply with HIPAA standards and have signed a Business      Associate Agreement with us. 
  • As      required by law, such as for public health reporting or legal proceedings.

We do not share your PHI with unauthorized third parties or for purposes unrelated to your insurance services without your explicit consent, except where required by law.

5. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal and health information from unauthorized access, use, or disclosure. Our staff is trained on HIPAA compliance and our privacy practices to ensure your information remains secure. Customer data is not shared with 3rd parties for promotional or marketing purposes.
Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing that may be mentioned elsewhere in this policy excludes mobile opt-in data. No mobile opt-in data will be shared with third parties in any way shape or form for any reason other than as a standard business process as required by the insurance carriers we work with. All carrier we work with are bound by the same privacy rules to not share data with third parties.

6. Your Rights
Under HIPAA and applicable laws, you have the right to: 

  • Access      and obtain a copy of your PHI. 
  • Request      corrections to inaccurate or incomplete PHI. 
  • Request      restrictions on how your PHI is used or shared. 
  • Receive      an accounting of certain disclosures of your PHI.

To exercise these rights, please contact us using the information provided below.

7. No Collection of Information from Text Messaging
As stated, we do not collect or store personal or health information through text messaging. If you send sensitive information via text, we will not retain it in our systems, and we recommend using secure methods (e.g., encrypted email or in-person communication) to share such information. By providing your phone number and agreeing to receive texts, you consent to receive text messages from Praesidium Advisors LLC, from 414-635-9995 regarding customer care. Consent is not a condition of purchase. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time or HELP for assistance. You can also contact us at 414-635-9995 or aaron@praesidiumadv.com. Mobile opt-in information is never shared with third parties.

8. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting the updated policy on our website or through other appropriate means.

9. Contact Us
If you have questions about this Privacy Policy or our privacy practices, or if you wish to exercise your rights regarding your information, please contact us at: 

Praesidium Advisors

www.praesidiumadv.com 

aaron@praesidiumadv.com

(414) 635-9995

Terms and Conditions

 

1. Program Description

Praesidium Advisors operates an SMS messaging program that allows us to communicate with you via text message. By opting in to our SMS program, you agree to receive text messages from us at the mobile number you provided.

The types of messages you may receive include, but are not limited to:

  • Appointment reminders and confirmations
  • Order alerts, shipping notifications, and delivery updates
  • Account notifications and activity alerts
  • Promotional offers, discounts, and special announcements
  • Customer service follow-ups and support responses
  • Event reminders and schedule changes
  • [Add any other message types specific to your business]

2. Messaging Frequency

Messaging frequency may vary. The number of messages you receive will depend on your account activity, preferences, and any promotions or alerts relevant to you. We will not send excessive or unnecessary messages.

3. Message and Data Rates

Message and data rates may apply. Standard messaging and data rates charged by your mobile carrier apply to all SMS messages sent and received. Praesidium Advisors is not responsible for any charges incurred from your carrier. Please contact your mobile service provider if you have questions about your plan's messaging rates.

4. How to Opt Out

You may opt out of receiving SMS messages from us at any time. To opt out, text STOP at any time. You will receive a final confirmation message acknowledging your opt-out request, after which no further messages will be sent unless you re-subscribe.

You may also opt out by contacting us directly at aaron@praesidiumadv.com or by visiting praesidiumadv.com.

5. Help and Support

For assistance with our SMS program, you have the following options:

  • Text HELP to 414-635-9995 for immediate help.
  • Visit our website: [Brand Website URL]
  • Email us: aaron@praesidiumadv.com
  • Call us: 414-635-9995


8. Eligibility

Our SMS program is available to residents of the United States and Canada who have a mobile phone number and have provided their consent to receive SMS messages. By subscribing, you represent that you are the account holder of the mobile number provided, or have obtained permission from the account holder to subscribe.

9. Changes to These Terms

[Brand Name] reserves the right to modify these SMS Terms & Conditions at any time. Changes will be effective immediately upon posting to our website. Your continued participation in the SMS program following any changes constitutes your acceptance of the revised terms.

10. Contact Information

If you have questions about these Terms & Conditions or our SMS program, please contact us:

  • Company Name: Praesidium Advisors
  • Email: aaron@praesidiumadv.com
  • Phone: 414-635-9995

Praesidium Advisors

(414 635-9995

Copyright © 2026 Praesidium Advisors - All Rights Reserved.

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