DRAFT — Please review with legal counsel or your E&O carrier before treating as final. This document is a starter template based on standard insurance-industry practices and should be reviewed for accuracy against your specific business practices and applicable state laws before publication.
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Privacy Policy

How Trent Advisors collects, uses, protects, and shares the information you provide when you visit trentadvisors.com or request a quote.

Last updated: January 2026

1. Who we are

Trent Advisors Inc. ("Trent Advisors," "we," "us," "our") is an independent insurance advisory firm operated by Jeffrey Kahler, a Licensed Insurance Agent (National Producer Number 17344165). Our offices are at 2113 Everglades Lane, #172, The Villages, FL, and 1390 CR 455, Suite 107-422, Clermont, FL. This Privacy Policy explains how we collect, use, and protect information when you visit trentadvisors.com or request a quote, enrollment, or advisory services from us.

2. Information we collect

We collect two general categories of information:

Information you give us

  • Contact details (name, email, phone, ZIP code)
  • Information you provide on a quote request or intake form (age, dependents, health-related questions relevant to underwriting, prescription list, existing coverage, coverage preferences)
  • Correspondence you send us by email, phone, or web form

Information collected automatically

  • Standard log data (IP address, browser type, pages viewed, referring URL, timestamps)
  • Cookies and similar technologies used for basic site functionality and, where enabled, analytics

3. How we use your information

We use the information you provide to:

  • Prepare and present insurance quotes and plan comparisons
  • Submit enrollment applications on your behalf to carriers or exchanges (with your authorization)
  • Respond to your questions and provide ongoing advisory support
  • Comply with legal, regulatory, and carrier obligations (including CMS marketing rules, state Department of Insurance requirements, and record-retention laws)
  • Improve our website and services

4. How we share your information

We do not sell your personal information. We share it only in the following situations:

  • Insurance carriers, marketplaces (including Pennie and HealthCare.gov), and enrollment platforms — to obtain quotes and process applications you request
  • Our service providers — email, CRM, quoting engines, e-signature vendors, and website hosting providers who help us operate the business, under contractual confidentiality obligations
  • When required by law — to comply with subpoenas, court orders, regulatory audits, or applicable law

5. Cookies and analytics

Our website uses a minimal set of cookies required for the site to function. If we enable analytics (e.g., Google Analytics or similar), we use aggregated, non-personally-identifying data to understand traffic patterns. You can disable cookies in your browser; some site features may not function correctly without them.

6. Health information

Some information you share with us for quoting or enrollment may relate to your health. We treat this information as confidential and share it only with the carriers and enrollment platforms necessary to obtain quotes or process applications you request. We are an insurance producer, not a Covered Entity under HIPAA, but we handle health-related information with equivalent care.

7. Your rights and choices

  • You may ask us at any time what information we hold about you, request corrections, or ask us to delete it (subject to record-retention laws that may require us to preserve certain records)
  • You may opt out of marketing emails at any time by replying "unsubscribe" or contacting us
  • Depending on your state (for example, California, Colorado, Connecticut, Virginia), you may have additional privacy rights — email us to exercise them

8. Data security

We use reasonable physical, technical, and administrative safeguards to protect the information you share with us. No method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

9. Children

Our website and services are directed to adults. We do not knowingly collect personal information from anyone under 13.

10. Changes to this policy

We may update this Privacy Policy from time to time. The "Last updated" date above will reflect any changes.

11. How to contact us

Questions about this Privacy Policy, or requests to exercise your privacy rights:

Trent Advisors Inc.
Attention: Privacy
2113 Everglades Lane, #172, The Villages, FL
Email: hello@trentadvisors.com
Phone: (407) 756-5951