Privacy Policy — First Step to 65

Privacy Policy

Last updated: June 10, 2026

First Step to 65 ("we," "us," or "our") is a registered DBA (Doing Business As) of Bell Brokerage Group LLC, a Texas limited liability company and licensed insurance agency. This Privacy Policy explains how we collect, use, and protect your information when you visit our website, contact us, or use our services. By using our website or submitting your information, you agree to the practices described in this Privacy Policy.

1. Information We Collect

We may collect the following types of information:

  • Information you provide: name, ZIP code, phone number, email address, and any details you share through our contact forms, booking tools, or direct communications.
  • Insurance-related information: information relevant to evaluating Medicare and insurance options you ask us about.
  • Automatically collected information: IP address, browser type, device information, pages visited, and consent timestamps, collected through cookies and similar technologies.

2. How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and provide the guidance or services you request;
  • Connect you with a licensed insurance agent;
  • Send appointment confirmations, reminders, and service-related updates;
  • Send marketing and promotional communications where you have provided consent;
  • Maintain records of consent and comply with legal and regulatory obligations.

3. How We Share Your Information

We do not sell your personal information. We may share information with service providers who support our operations (such as CRM, calendar, messaging, and compliance providers), and with licensed agents who assist you, solely for the purpose of delivering services to you. We may also disclose information where required by law.

4. Text / SMS Messaging Policy (A2P / TCPA / CTIA)

4.1 Program Description. If you opt in, you may receive text messages from First Step to 65 (a DBA of Bell Brokerage Group LLC), including transactional messages (appointment confirmations, reminders, enrollment status, and service updates) and promotional messages (marketing offers, enrollment-period announcements, and educational content), only with your explicit consent.

4.2 Consent. By providing your mobile number and opting in, you provide express written consent to receive text messages. Consent is not a condition of purchase, enrollment, or any service, and is collected through a clear, unchecked opt-in mechanism.

4.3 Message Frequency. Message frequency varies depending on your interaction with our services.

4.4 Fees. Message and data rates may apply.

4.5 Opt-Out. You may opt out at any time by replying STOP to any message. After you opt out, you will receive one confirmation message and no further texts unless you opt in again.

4.6 Help. Reply HELP for help, or contact us at [email protected] or +1 (346) 777-4422.

4.7 Mobile Information Sharing. Mobile information and consent records (including phone numbers and SMS opt-in data) will not be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors and service providers in support of our services (such as CRM, calendar, messaging, or compliance providers) is permitted only for the purpose of delivering those services to you. Text messaging originator opt-in data and consent will never be shared with third parties.

5. Cookies and Tracking

We use cookies and similar technologies to operate our website, understand how it is used, and improve your experience. You can control cookies through your browser settings; disabling them may affect site functionality.

6. Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

7. Your Rights

Depending on your jurisdiction, you may have the right to access, correct, or delete your personal information, or to opt out of certain uses. To exercise these rights, contact us using the information below.

8. Children's Privacy

Our services are intended for individuals 18 years of age and older. We do not knowingly collect information from anyone under 18.

9. Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date above reflects the most recent revision. Continued use of our website after changes constitutes acceptance of the updated policy.

10. Contact Us

Bell Brokerage Group LLC, dba First Step to 65
804 Carol St, Bellaire, TX 77401
Phone: +1 (346) 777-4422
Email: [email protected]

This is a solicitation for insurance. A licensed insurance agent may contact you. Not connected or affiliated with any United States Government or State agency.