Your privacy
Privacy Policy
Effective October 11, 2026
Schwab Senior Benefit Services is an independent life insurance agency based in Arizona. This policy explains, in plain language, what information we collect through this website, how we use it, and the choices you have.
What we collect
When you fill out our quote request form, we collect the information you choose to give us:
- Your full name
- Your phone number
- Your email address
- Your age
- Your state
- The coverage amount you're interested in
- The best time to call you
- Whether you agreed to be contacted
Like most websites, our hosting provider may also automatically record basic technical information, such as your IP address, browser type, and the pages you visit, to keep the site running and secure. If you call or email us, we will have the information you share in that conversation.
How we use it
We use your information only to contact you about the insurance quote you asked for, to answer your questions, and to help you compare and apply for coverage if you choose to. Form submissions are stored by our website host (Netlify) so that we can receive them.
If you decide to apply for a policy, the insurance company you choose will need some of your information to process the application. We share it with that carrier only with your knowledge and for that purpose.
Calls, texts, and emails are your choice
Agreeing to be contacted by phone, text, or email is optional and is never a condition of buying insurance. If you'd rather not use the form, you can call us directly at 602-759-0517.
You can change your mind at any time. To stop calls, texts, or emails, just tell us on the phone, reply STOP to a text message, or email support@schwabsenior.com. Message and data rates may apply to texts.
We do not sell your information
We do not sell, rent, or trade your personal information. We do not share it with other companies for their own marketing.
How long we keep it
We keep your information only as long as we need it to help you, or as long as required by law and insurance regulations. You can ask us to delete your information at any time, and we will do so unless we're required to keep it.
Keeping it safe
We take reasonable steps to protect the information you share with us. No website or method of storing information is perfectly secure, but we limit access to your information to the people who need it to help you.
Children
This website is meant for adults. We do not knowingly collect information from children under 18.
Your choices
You can ask us what information we have about you, ask us to correct it, or ask us to delete it. Contact us using the details below.
Changes to this policy
If we change this policy, we'll post the updated version on this page with a new effective date.
Contact us
Schwab Senior Benefit Services
Phone: 602-759-0517
Email: support@schwabsenior.com
Last updated October 11, 2026.