PRIVACY POLICY
Effective Date: 2/01/2026
True North Retirement Solutions (“Company,” “we,” “us,” or “our”), a doing business as (DBA) of The Medicare Exchange, is committed to protecting the privacy and security of personal information collected through our website and related services.
This Privacy Policy describes how we collect, use, disclose, and safeguard information when you visit our website, complete a form, schedule an appointment, or otherwise communicate with us.
1. Information We Collect
We may collect the following categories of information:
A. Personal Information
Information voluntarily provided, including but not limited to:
Full name
Telephone number
Email address
Mailing address
Date of birth
Medicare eligibility information
Insurance-related information
Financial planning information
Any additional information submitted through online forms or communications
B. Automatically Collected Information
When you visit our website, we may collect:
IP address
Browser and device information
Pages visited
Date and time of access
Referring URLs
Cookies and similar tracking technologies
2. Use of Information
We use collected information for lawful business purposes, including:
Responding to inquiries
Scheduling and confirming appointments
Providing Medicare guidance and retirement planning services
Evaluating insurance plan options
Sending appointment reminders and follow-up communications
Complying with regulatory and legal obligations
Improving website functionality and user experience
We do not sell personal information to third parties.
3. Communications Consent (SMS & Email)
By submitting your information through our website or forms, you expressly consent to receive communications from True North Retirement Solutions via telephone, email, and text message regarding your inquiry or services requested.
Message frequency may vary. Standard message and data rates may apply.
You may opt out at any time:
Reply STOP to any text message
Use the unsubscribe link in email communications
Contact us directly
Consent to receive communications is not a condition of purchasing any services.
4. Disclosure of Information
We may disclose personal information when necessary to:
Licensed insurance carriers
Financial institutions
Third-party service providers supporting our operations
Regulatory authorities, when required by law
All disclosures are made in accordance with applicable federal and state regulations.
5. Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction.
However, no method of electronic transmission or storage is completely secure.
6. Medicare & Regulatory Disclosure
True North Retirement Solutions is a DBA of The Medicare Exchange. We are not affiliated with, endorsed by, or contracted with the federal Medicare program.
We do not offer every plan available in your area. Information provided is limited to plans we represent. For a complete list of options, please visit Medicare.gov or call 1-800-MEDICARE.
7. Your Rights
Subject to applicable law, you may request to:
Access your personal information
Correct inaccuracies
Request deletion where permitted
Withdraw consent for communications
Requests may be directed to:
1-877-526-8962
8. Policy Updates
We reserve the right to modify this Privacy Policy at any time. Updates will be posted on this page with a revised effective date.