Privacy Policy for Sherri Banta Group

Effective Date: 9/1/2025
Last Updated: 9/1/2025

Sherri Banta Group ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us through our website.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: When you sign up for our newsletter or contact us via a form, we may collect your name, email address, and other contact details you voluntarily provide.
  • Technical Data (if/when implemented): We may use tools such as Google Analytics or Hotjar to gather non-personal data like IP address, browser type, pages visited, and usage behavior to improve our site performance.

2. How We Use Your Information

We use your information to:

  • Respond to your inquiries
  • Send occasional educational or marketing emails (you may unsubscribe at any time)
  • Improve our website and user experience

We do not sell or rent your information to third parties.

3. Third-Party Services

We may refer clients to external providers, such as Medicare Backoffice, for certain services. When you interact with these services, their privacy policies apply.

We may also use secure, reputable third-party services (e.g., CRM systems, email providers) to process your data on our behalf.

4. Data Retention

We retain personal data only as long as necessary for the purposes described in this policy, or as required by law.

5. Your Privacy Rights

If you are a California resident, you may have specific rights under the California Consumer Privacy Act (CCPA), including the right to:

  • Request access to the personal data we hold about you
  • Request deletion of your personal information
  • Opt-out of the sale of your data (note: we do not sell your data)

To exercise your rights, contact us at: sherri@sherribantagroup.com

6. Security

We use reasonable administrative and technical safeguards to protect your information.

7. Children's Privacy

Our website is not intended for children under the age of 13, and we do not knowingly collect personal information from children.

8. Changes to This Policy

We may update this policy occasionally. The “Last Updated” date will reflect the most recent changes.

9. Contact Us

If you have any questions or requests regarding this policy, you may contact us at:

Sherri Banta Group

501 Shell Beach Rd. Suite E

Pismo Beach, CA 93449

Contact:

Phone: (805) 471-1841
Email: sherri@sherribantagroup.com