Privacy Policy

Healthspan Wealth respects your privacy and confidentiality. This Privacy Policy ("Policy") describes how Healthspan Wealth ("Us," "we," or "our") collects, uses, maintains, protects, shares, processes, and discloses personal, non-personal, and sensitive information, including personal health information (together, "PI" or "Personal Information"): (1) of users of our website located at www.healthspanwealth.com, ("Site"), (2) of users of our software applications, platforms, and technology tools and services (together, the "Services"), (3) exchanged in email, text, and other electronic messages between you and the Site and the Services; (4) shared and disclosed offline, including but not limited to, in any in-person meeting between you and Healthspan Wealth, any representative of Healthspan Wealth, and any Advisor (as defined herein) provided through the Services; and (5) when you interact with our advertising and applications (including mobile apps) on third-party websites and services, if those applications or advertising include links to this Policy.

The Services include a software platform that enables individuals seeking a host of life care services ("End Users") to connect with pertinent resources, including but not limited to financial, health, legal, and life planning professionals ("Advisors") to obtain needed services. In turn, Advisors utilize proprietary tools within the Services enabled by artificial intelligence, or AI, to create life plans and offer recommendations for applicable services and practitioners in the applicable discipline and geographic area.

We rely on third parties such as vendors and affiliates ("Representatives") to assist us in delivering Services to you. This Policy does not apply to information collected and maintained by third parties which they may collect from any website, application, or content they operate. Healthspan Wealth encourages users to review the privacy policies of these third parties.

This Policy is part of Healthspan Wealth's Terms of Use ("Terms"). Please read this Policy and the Terms carefully. When you access the Services or Site, you will receive a prompt informing you that the Site collects information about you. You will also be provided with a link to the Policy and Terms. Please affirm your decision regarding collection of information about you through the Site and Services. If you do not agree with our policies and practices or the collection and processing of information about you please make your choice known when provided in the relevant link and do not use our Site and Services. The Policy and Terms may change from time to time, so please check the Policy periodically for updates.

We collect PI in multiple ways, whether that data is passively collected from your browser or device, provided to Healthspan Wealth directly from you, with your consent, or provided to us by third parties. We only collect the PI necessary to enable us to provide our Services to you.

In the last twelve (12) months, we may have collected the below information and processed or shared it with third parties, specifically our service providers, vendors, and business partners. We may combine PI that we receive from different sources to provide you with the Services.

• Information Voluntarily Provided by You or With Your Consent. To access and use the Services, you may provide us with a variety of information, including some required information if you are creating an account. This includes identifying information such as your first and last name, email address, postal address, payment information, telephone number, and age verification information such as your date of birth.

• User and Account Information. This includes your username, password, security information for your account associated with the Services or any third-party platforms linked to the Services. This would also include information you share via any submission forms, contents of documents you upload to the Services, share with an Advisor, or submit through any interactive chat features.

• Communications Information. This includes information that you may provide during communications and interactions with our Site or the Services including if you request support, sign up for our email updates, report a problem with the Services, or complete a form within the Services.

• Internet or Other Electronic Network Activity Information. To help us improve your experience with the Services, we may automatically collect usage information about you when you use the Services, such as the content you access, the amount of data transferred, links that you may interact with, the amount of time you spend interacting with the Services, and other information about your interactions with the Services, as well as certain standard information that your browser sends to every website that you visit.

• Geolocation Information. This includes your country, city, and region information when using the Services (if your device settings permit us to collect this information).

Information Provided by Others

The Services collect data from approved third-party sources, including public and non-public sources such as:

• Representatives and Advisors. Representatives, Advisors, and service providers may collect PI and share some or all of this information with us. This information typically concerns individuals, their personal information as well as their sensitive information. We may collect PI from these parties to help provide tailored information and the Services to you.

• Publicly Available Sources. If you have registered for our Services, from time to time we may obtain additional PI about you from publicly available sources to keep our records current.

• Other Users. We may collect PI about you from other users. For example, a child may link an account to our Services, which would share with us information about a parent.

As you navigate through and interact with the Services, we may use automatic data collection technologies to collect certain information about your equipment, browsing actions, and patterns. To collect Automatic Data, we use:

• Online Analytical Tools. To improve your experience and the performance of the Services, we may use online data analytics tools. These tools may include PostHog, FLY.IO, Amazon Web Services, and other necessary services.

• Cookies and Local Storage. We use cookies and other similar technologies to deliver our online tools. These technologies enable us to provide and enhance your experience using the Services.

How We Use Cookies and Local Storage

• Essential Processes and Security: To enable essential functions of the Services.

• Preferences: To remember information about your browser and your preferences.

• Performance, Analytics, and Research: To help us understand and measure how you use the Services.

• Advertising: To help us deliver ads and measure their performance.

Most browsers allow you to modify your settings to accept or deny cookies. However, the Services may not function properly if you prevent it from placing cookies on your device. Users may contact [email protected] for more information about specific analytical tools.

We will only use and share your PI as is reasonably necessary in connection with the Services, including:

• to provide the Services to you and respond to your inquiries;
• for authentication and identification purposes;
• to process and fulfill your requests;
• to communicate with you and provide updates;
• to comply with legal processes and safety requirements;
• to carry out our obligations and enforce our rights;
• to provide relevant educational content and promotions;
• to ensure your compliance with the Terms;
• to protect our networks, data, software, or business interests;
• to improve the Services; and
• to prevent and detect fraud.

The Services incorporate AI tools. You may opt out of automated processing of your PI by contacting us at [email protected]

Other than as set forth in this Privacy Policy, Healthspan Wealth will not share your PI, nor will such information be sold or otherwise transferred to unaffiliated third parties without your approval.

• Authorized Users of the Services. Information may be shared between End Users, Advisors, and Professionals with your consent.

• Third Party Payment Processors. Payment information is collected and processed by payment processors and is not stored on our servers.

• Consent. With your consent, we may disclose PI to other third parties.

We have implemented industry-standard administrative, technical, and physical measures to secure your PI, including the use of transport layer security (TLS) to encrypt information.

Unfortunately, electronic transmission is not completely secure. Any transmission of PI is at your own risk. Email is not recognized as a secure medium of communication.

Healthspan Wealth is located in the United States. Your PI will be stored or processed in the United States. We will retain your PI for no longer than necessary to fulfill the purposes for which it is collected.

For more information, please contact us at [email protected] or toll-free at (703) 662-3250.

You may contact us at any time to: (a) request the Personal Information collected; (b) request removal of your PI; (c) update your PI; (d) access or rectify your PI; (e) request restriction on processing; (f) object to processing; (g) request a portable form of your PI; or (h) exercise other rights.

Contact us at [email protected] or toll-free at (703) 662-3250.

We are committed to protecting the privacy of children under eighteen (18). Children are prohibited from using the Services. We do not knowingly collect PI from children without proper consent.

1. Individuals Outside of the United States

Your PI may be transferred to, stored, and processed in the United States. Contact [email protected] to be informed about what PI we hold.

2. California Residents

California residents have rights under the California Consumer Privacy Act (CCPA) including: Right to request deletion, Right to be informed, Right to Non-Discrimination, Right to Limit Sensitive PI Use, and Right to Opt-Out.

Contact us at [email protected] or toll-free at (703) 662-3250.

3. Other United States Users

Users in Colorado, Connecticut, Delaware, Iowa, Maryland, Montana, Nebraska, New Hampshire, New Jersey, Virginia, Tennessee, Texas, Utah, and other states have rights including: Access and Data Portability, Correction, Deletion, and Opt Out of Targeted Advertising.

Healthspan Wealth may modify its Privacy Policy from time to time. Changes will be effective immediately upon posting at this page. We will make all commercially viable efforts to notify users of modifications.

To ask questions, comment, or submit complaints about this Policy:

Healthspan Wealth

800 W. Broad Street #12

Falls Church, VA 22014

Email: [email protected] | Phone: (703) 662-3250

We will respond within 30 days of receipt.