Privacy Policy/ SMS Terms of Service

Privacy Policy for WYN Advisory Group LLC

Effective Date: 9/14/2026


At WYN Advisory Group LLC, we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website or work with us for Medicare and life insurance guidance in Ohio. 


Information We Collect

We collect personal information that you give us voluntarily. This may include:

  • Name and contact information (phone number, email address, mailing address, and zip code)
  • Date of birth
  • Medicare beneficiary information or Medicare Claim Number / ID (only when necessary for enrollment and quoting)
  • Health preferences or details needed to compare Medicare Advantage, Medigap (Supplement), or Part D plans

 How We Use Your Information

We use the information we collect to:

  • Answer your questions and contact you about Medicare insurance options
  • Help you compare, quote, and enroll in Medicare plans
  • Provide ongoing customer service and policy support
  • Comply with state and federal insurance regulations

How We Share Your Information

We do not sell, rent, or trade your personal information to outside parties. We only share your data in the following limited circumstances:

  • Carrier Enrollment: With licensed insurance carriers when you apply for a specific Medicare plan.
  • Trusted Vendors: With service providers who help us run our business or website under strict confidentiality rules.
  • Legal Requirements: When required by law, court order, or government regulatory authorities in Ohio.

 Text Messaging (SMS) Privacy

If you provide your mobile phone number and opt-in to text messages:

  • We use text messaging only to communicate with you about your policy or appointments.
  • No mobile information or opt-in consent data will be shared with third parties or affiliates for marketing or promotional purposes.
  • You can opt out of texts at any time by replying STOP.
  • Visit https://wynadvisorygroup.com/privacy-policy to see our Privacy Policy and Terms of Service.

Data Security

We use administrative, technical, and physical security measures to protect your personal information from unauthorized access or disclosure. However, no digital transmission over the internet is 100% secure.

Changes to This Policy

We may update this privacy policy from time to time. We will post the updated version on this page with a new effective date.

Contact Us

If you have questions about this privacy policy, please contact us:


SMS Terms and Conditions

The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes. 

If you have consented to receive text messages from WYN Advisory Group LLC, you may receive messages related to the following : conversational and informational purposes

Message frequency may vary depending on the type of communication. For example, you may receive up to 3 SMS messages per week related to conversational purposes. 

Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally. 

We get consent verbally by asking: 'Do you agree to receive conversational text messages from WYN Advisory Group LLC? Message frequency varies. Message and data rates may apply. For assistance, text HELP or visit our website at wynadvisorygroup.com. To opt out at any time, text STOP. Visit https://wynadvisorygroup.com/privacy-policy for details.'

You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list. 

If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at 614-867-7567

Additional Disclosures

Medicare

 WYN Advisory Group and James Noxon are not affiliated with the U.S. government or federal Medicare program. We do not offer every plan available in your area. We represent 14+ organizations which offer 99+ products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options. 

Investment Advisory Services

 James Noxon is a registered IAR in the State of Ohio under Retirement Specialists of Central Ohio (RSCO). RSCO is an Investment Adviser registered with the State of Ohio. Communication from WYN Advisory Group is not intended to or an offer of solicitation to buy or sell securities or provide Investment Advice. Please contact RSCO if you have a change in your financial situation, goals, or needs. Firm Brochure ADV II available on request.