Last updated: September 14, 2026
Calder Senior Advisors (“we,” “us,” or “our”) values your privacy. This policy describes how we collect, use, and disclose personal information through our website, online forms, and communications with you.
Information We Collect
We collect information you provide when you request assistance, arrange a consultation or seminar, complete a form, or communicate with us. Depending on your request, this may include:
- Your name, email address, telephone number, and mailing address.
- Your date of birth, ZIP code, and other information you provide for insurance-related assistance.
- Your organization’s name when requesting a group seminar.
- Your preferred contact times, appointment details, questions, and messages.
- SMS consent and opt-out records, including the telephone number, date, and method associated with your choices.
Our website and its supporting systems may also collect technical information, such as your IP address, browser and device information, and pages visited.
How We Use Information
We use information to answer inquiries, coordinate appointments and seminars, provide requested insurance assistance, manage client communications, and maintain records of our interactions.
We also use information to operate and improve our website, protect our systems, and meet applicable legal and recordkeeping obligations.
When you opt in to SMS, we use your telephone number to send the account notifications, appointment reminders, and customer care communications described in our Terms & Conditions.
How We Disclose Information
We do not sell your personal information.
We may disclose information to providers that support our website, scheduling, communications, and recordkeeping, as needed for those services. When you request insurance assistance, we may also provide relevant information to an insurer or other party necessary to carry out your request.
We may disclose information when required by law or necessary to respond to lawful requests, prevent fraud, or protect legal rights.
These disclosures are subject to the SMS information restrictions below.
Mobile Opt-In, SMS Consent, and Telephone Numbers
Mobile Opt-in, SMS Consent, and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.
Providers supporting our SMS communications may process the information needed to deliver and administer messages on our behalf. They are not authorized to use that information for their own marketing.
Your consent to receive texts from Calder Senior Advisors does not provide consent for another business to send you text messages.
Cookies and Third-Party Services
Our website may use cookies or similar technologies to support website functionality and understand usage. You can manage cookies through your browser settings, although some features may be affected.
Links and embedded tools may connect you with services operated by other organizations. Information those organizations collect directly is subject to their own privacy policies.
Your Choices
SMS participation is optional. You can request assistance or receive services without agreeing to text messages.
To stop SMS messages, reply STOP to a message from us. For help, reply HELP or contact us using the details below. Additional messaging information appears in our Terms & Conditions.
You may contact us to request access to, correction of, or deletion of information you have provided. We may need to verify your identity and retain certain records to meet legal obligations, document consent, or honor communication preferences.
Information Security and Retention
We use reasonable safeguards intended to protect personal information. No electronic transmission or storage method can be guaranteed completely secure.
We retain information for as long as reasonably necessary for the purposes described in this policy, including providing requested services, maintaining required records, and documenting consent or opt-out requests.
Policy Updates
We may revise this policy as our practices or requirements change. Updates will appear on this page with a revised “Last updated” date. Changes to this policy do not, by themselves, enroll you in SMS communications or expand your SMS consent.
Contact Us
For privacy questions or requests, contact:
Calder Senior Advisors
Phone: (888) 693-3183
Email: kim@caldersenior.com
Website: caldersenior.com