PRIVACY POLICY

Last Updated: January 27, 2026

AmeriChoice Inc ("we," "our," or "us") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website or use our services.

1. Information We Collect

We may collect personal information that you voluntarily provide to us when you:

Fill out forms on our website (e.g., requesting a Strategy Session or Wealth Analysis).

Contact us via phone, email, or text message.

Submit information regarding your business entity or financial goals.

The types of information we collect may include:

Full Name

Email Address

Mobile Phone Number

Business details (e.g., entity type, estimated revenue) and financial data relevant to tax or insurance planning.

2. How We Use Your Information

We use your information for the following purposes:

To provide the tax strategy, entity structuring, and Private Reserve analysis you requested.

To communicate with you regarding your appointments, inquiries, and account updates.

To facilitate the underwriting process for insurance applications (if applicable).

To send you relevant educational content and industry updates (with your consent).

3. Protection of Financial & Tax Information (Regulated Data)

As a firm led by Enrolled Agents and Licensed Insurance Professionals, we adhere to strict confidentiality standards mandated by federal and state laws, including the Gramm-Leach-Bliley Act (GLBA) and IRS Circular 230.

Tax Information: Any information provided for tax planning or resolution is protected under Internal Revenue Code Section 7216. We do not disclose your tax return information to third parties without your explicit, written consent, except as required by law.

Insurance Data: Information submitted for insurance applications (e.g., health history, net worth) is treated with the highest level of security and used strictly for underwriting purposes.

4. Information Sharing and Disclosure

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

Strict SMS Privacy Policy (A2P Compliance): No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Operational Sharing (Non-Marketing): We may share your information only in the following limited, operational circumstances:

Government Agencies: We may disclose information to the IRS or state tax authorities only when acting as your authorized representative for tax filing or resolution.

Insurance Carriers: We share necessary applicant data with insurance companies solely for the purpose of underwriting and policy issuance.

Service Providers: With trusted vendors (e.g., CRM systems, secure client portals) who assist our operations, provided they agree to strict confidentiality.

5. SMS/Text Messaging Terms

By providing your phone number, you consent to receive text messages from AmeriChoice Inc regarding your inquiries, appointments, and strategies.

Opt-In: You opt-in by submitting a web form with your phone number and checking the consent box.

Opt-Out: You may opt-out of SMS communications at any time by replying STOP to any message.

Help: You can reply HELP for assistance.

Fees: Message and data rates may apply depending on your mobile carrier.

6. Cookies & Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our website and improve our services.

Cookies are small data files stored on your device that help us understand website traffic, user behavior, and system performance. These technologies may collect information such as browser type, device type, pages visited, and time spent on our website.

We may use third-party services such as analytics providers to help us analyze website activity. These providers are contractually obligated to maintain the confidentiality of your information.

You may disable cookies through your browser settings; however, doing so may affect certain website functionality.

7. Data Security

We implement industry-standard security measures to maintain the safety of your personal information. However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.

8. Contact Us

If you have any questions about this Privacy Policy, please contact us at:

AmeriChoice Inc

Email: [email protected]

Mailing Address: 1212 E Arapaho Rd, Ste 212 Richardson TX 75081

Website: https://americhoiceusa.com/