Privacy Policy

We collect information you provide directly to us, information collected automatically when you use our website, and information from third-party sources.

Information You Provide

• Contact information — your name, email address, phone number, company name, and job title when you submit a form, request a consultation, or contact us directly.
• Business information — details about your organization, employee headcount, current benefits plans, and related information you share in the course of seeking benefits consulting services.
• Communications — records of correspondence if you contact us by email, phone, or through a form on this website.

Information Collected Automatically

• Log data — your IP address, browser type, operating system, referring URLs, pages viewed, and the date and time of your visit.
• Device information — hardware model, operating system version, and unique device identifiers.
• Cookies and similar technologies — we may use cookies, web beacons, and similar tracking technologies to collect information about your browsing behavior and preferences. See Section 6 for more detail.

Information from Third Parties

We may receive information about you from third-party sources such as business partners, marketing platforms (including our technology service providers), analytics providers, and publicly available sources, and we may combine that information with information we collect about you.

We use the information we collect to:

• Respond to your inquiries and schedule consultations;
• Provide employee benefits consulting, advisory, and related professional services;
• Send you information about services, industry insights, and educational resources you may find relevant — you may opt out at any time;
• Improve and personalize your experience on this website;
• Analyze usage trends and measure the effectiveness of our outreach;
• Comply with legal obligations and enforce our rights;
• Protect the security and integrity of our services and systems;
• Carry out any other purpose for which the information was collected, with your consent where required by law.

We do not sell your personal information to third parties for their own marketing purposes.

We may share your information in the following circumstances:

With OneDigital

As a Benefits Consultant & Client Executive operating under the OneDigital brand, information you provide may be shared with OneDigital Health and Benefits, LLC and its affiliated entities for the purpose of delivering services, maintaining records, and complying with regulatory requirements applicable to licensed insurance and benefits professionals.

Professional Referrals

With your knowledge, we may refer you to or collaborate with other licensed professionals — such as financial advisors, HR consultants, or attorneys — where doing so serves your interests in connection with benefits planning and consulting.

Legal Requirements

We may disclose your information if required to do so by law, regulation, legal process, or governmental request, or where necessary to protect the rights, property, or safety of our clients, ourselves, or others.

Business Transfers

In the event of a merger, acquisition, reorganization, bankruptcy, or sale of all or a portion of OneDigital's assets, your information may be transferred as part of that transaction.

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, including to satisfy legal, regulatory, accounting, or reporting requirements. For benefits consulting clients, retention periods may be governed by applicable insurance and financial services regulations.

When information is no longer needed, we take reasonable steps to delete or de-identify it in accordance with our data retention policies and applicable law.

Depending on your location and applicable law, you may have certain rights regarding your personal information, including the right to:

• Access — request a copy of the personal information we hold about you;
• Correction — request that we correct inaccurate or incomplete information;
• Deletion — request that we delete your personal information, subject to certain exceptions;
• Opt-out of marketing communications — unsubscribe from marketing emails at any time by clicking "unsubscribe" in any email or by contacting us directly;
• Data portability — in certain circumstances, request that your information be provided to you in a structured, commonly used, machine-readable format;
• Object or restrict processing — where processing is based on legitimate interests, you may have the right to object.

To exercise any of these rights, please contact us using the information in Section 9 below. We will respond to your request within the timeframe required by applicable law. We may need to verify your identity before processing your request.

California Residents

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), including the right to know what personal information is collected, the right to delete personal information, the right to opt-out of the sale or sharing of personal information, and the right to non-discrimination for exercising your privacy rights. To submit a request, please contact us at [email protected].

This website may use cookies and similar tracking technologies to enhance your browsing experience, analyze site traffic, and understand where our visitors come from.

Types of cookies we may use

• Essential cookies — necessary for the website to function properly;
• Analytics cookies — help us understand how visitors interact with the website (e.g., Google Analytics);
• Marketing cookies — used to track visitors across websites to display relevant advertisements and measure campaign effectiveness;
• Functional cookies — remember your preferences and settings.

You can control cookies through your browser settings. Most browsers allow you to refuse new cookies, delete existing cookies, or be notified when new cookies are set. Please note that disabling cookies may affect the functionality of this website.

For more information about cookies and how to manage them, visit www.allaboutcookies.org.

We implement reasonable administrative, technical, and physical security measures designed to protect your personal information against unauthorized access, disclosure, alteration, and destruction. These measures include encrypted data transmission (SSL/TLS), access controls, and secure third-party platforms that comply with applicable data security standards.

However, no security system is impenetrable. We cannot guarantee the absolute security of your information, and we encourage you to take steps to protect your own data, including using strong passwords and being cautious about sharing sensitive information electronically.

In the event of a data breach that is likely to result in a risk to your rights and freedoms, we will notify you and the relevant authorities as required by applicable law.

This website may contain links to third-party websites or integrate third-party services (such as scheduling tools, form providers, and analytics platforms). This Privacy Policy does not apply to those third-party sites or services. We encourage you to review the privacy policies of any third-party sites you visit.

This page is operated by Jeremy Enns as a Benefits Consultant & Client Executive at OneDigital. For OneDigital's enterprise-level privacy policy, please visit onedigital.com/privacy-policy.

This website is not directed to children under the age of 13, and we do not knowingly collect personal information from children under 13. If we become aware that we have inadvertently collected personal information from a child under 13, we will take steps to delete such information as soon as possible. If you believe we have collected information from a child under 13, please contact us immediately.

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make material changes, we will update the "Last Updated" date at the top of this page. We encourage you to review this policy periodically to stay informed about how we protect your information.

Your continued use of this website after the effective date of any revised Privacy Policy constitutes your acceptance of the updated terms.

If you have any questions, concerns, or requests regarding this Privacy Policy or the handling of your personal information, please contact Jeremy Enns directly: