Privacy Policy

Effective September 6, 2026

This website may receive basic technical information needed to deliver and secure the site. Meredith Lea receives personal information only when you voluntarily provide it through a linked scheduling, carrier, insurance, or other third-party service, or when you contact her directly.

Information you provide may be used to respond to your request, discuss insurance options, maintain business and compliance records, prevent fraud, and meet legal or regulatory obligations. It may be shared with insurers, licensed insurance professionals, service providers, or regulators when reasonably necessary for those purposes or when required by law. Meredith does not sell personal information collected through this website.

Do not submit Social Security numbers, financial account information, medical records, Medicare numbers, or other highly sensitive information through this website or ordinary email. If sensitive information is needed for an application, use only the secure method provided by the applicable insurer or authorized service.

This website links to services operated by third parties, including Calendly, CleverRx, health-insurance resources, and life-insurance providers. Those services collect and use information under their own privacy notices and terms. Meredith does not control their privacy or security practices.

The site may use cookies or similar technology that is necessary for hosting, security, and basic operation. No optional advertising or analytics cookies are intentionally placed by this site at this time. If that changes, this notice and any required consent controls should be updated before the technology is enabled.

You may ask to review, correct, or delete personal information you previously provided to Meredith, subject to legal and regulatory record-retention requirements, by using the scheduling/contact link on the main page. This policy may be updated as the website or applicable requirements change; the effective date above will be revised when material changes are made.