Privacy Policy

Data Controller

Hotaki Financial & Insurance Solutions, LLC
Shahwali Hotaki
Los Angeles, California
Email: Shahwali@hotakiinsurance.com
Phone: 708-274-4036

Collected Personal Data

We may collect the following categories of personal data when you interact with our website, submit forms, request information, or speak with a licensed agent:

Information You Provide Directly

Full name

Email address

Phone number

Mailing address (if voluntarily provided)

Date of birth (if needed for insurance quotes)

Health coverage preferences (ACA, Medicare, etc.)

Life insurance preferences

Any message or information submitted through our contact form

Purpose of collecting data

We collect and use personal data for the following purposes:

To Provide Insurance Services

To respond to inquiries and requests

To provide quotes, recommendations, and plan comparisons

To communicate with you about ACA Marketplace, Medicare, and life insurance options

To Comply With Legal Requirements

To meet CMS (Medicare) communication rules

To comply with California Department of Insurance regulations

To maintain necessary business and compliance records

To Improve User Experience

To analyze website performance and usage

To prevent fraud and enhance site security

We do not sell your personal data.

4. Legal Basis for Processing (U.S. Compliance Language)

We process personal information under the following legal bases:

Your consent when submitting forms

Our legitimate business interest in responding to inquiries

Compliance with state and federal insurance regulations

Your information is only used to assist with insurance-related services.

5. How We Store and Protect Your Data

We implement reasonable administrative, technical, and physical safeguards to protect your information against loss, misuse, unauthorized access, or disclosure.

Examples include:

Encrypted transmissions (HTTPS)

Secure data storage

Access controls to limit visibility to authorized personnel

6. Sharing of Personal Data

We only share information with:

Licensed insurance agents working with our agency

Insurance carriers when preparing quotes or applications

Compliance/oversight bodies if required by law (e.g., CMS, CDI)

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

7. Cookies & Tracking Technologies

We may use:

Cookies

Analytics tools (e.g., Google Analytics)

Log files

Session tracking

These help us understand website usage and improve performance. You may disable cookies in your browser settings.

8. Your Rights

Depending on your state and applicable laws, you may have the right to:

Request access to your data

Request corrections to inaccurate information

Request deletion of certain personal data

Withdraw consent to communication

Opt out of marketing messages

To exercise any rights, contact us at: [Shahwali@hotakiinsurance.com]

9. Data Retention

We retain personal information only as long as necessary to:

Provide requested services

Maintain legally required insurance records

Comply with regulatory obligations (such as CMS or CDI rules)

10. Communication Consent (CMS & ACA-Compliant)

By submitting your information through our forms, you consent to being contacted by a licensed insurance agent regarding:

ACA health plans

Medicare Advantage, Supplement, and Part D plans

Life insurance products

There is no obligation to enroll.

11. Children’s Privacy

We do not knowingly collect data from children under the age of 13.
Insurance inquiries for dependents are only accepted from parents/guardians.

12. Changes to This Privacy Policy

We may update this policy periodically. Changes will be posted on this page with a revised “Last Updated” date.

 

 

We need your consent to load the translations

We use a third-party service to translate the website content that may collect data about your activity. Please review the details in the privacy policy and accept the service to view the translations.