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GlenOak Senior Advisors — Privacy Policy

Effective date: November 6, 2025
Who we are: GlenOak Senior Advisors (“GlenOak,” “we,” “us,” or “our”) provides an online experience where visitors answer a short series of questions in our chatbot (“Zobot”), receive a custom report of local senior-care facilities, and—if they choose—have their inquiry (a “lead”) shared non-exclusively with a limited number of facilities so those facilities may follow up. We do not offer phone-based placement guidance, we do not provide medical/legal/financial advice, and we do not host public user-generated content.

If you do not agree with this Privacy Policy, please do not use our site or submit information.

1) Information we collect

a) You provide directly

  • Contact & identifiers: first/last name, email, phone, city/ZIP.

  • Care context (optional): timing, budget range, payment method, ADLs, mobility/cognition, special needs, medical notes (free text).

  • Resident details (optional): if you’re searching on behalf of someone else.

Only the fields you choose to share are collected. You can use the site with minimal inputs, but we may not be able to generate a useful report without basics like city/ZIP and a way to send it to you.

b) Automatically collected

  • Technical data: IP address, device/browser type, pages viewed, timestamps, referrer URL.

  • Approximate location: inferred from IP (city/region level).

  • Cookies/analytics: see “Cookies & similar tech” below.

c) From third parties

  • Analytics/attribution partners (e.g., web analytics) and advertising platforms may provide aggregated insights about site traffic and campaign performance.

  • Facilities we share your lead with may send us limited status updates (e.g., whether contact was successful).

We do not buy consumer lists, and we do not scrape social media profiles.

2) How we use information

  • Provide the Service: generate your facility report; email it to you; show nearby options; operate, secure, and troubleshoot the site.

  • Share your inquiry at your direction: if you ask us to connect you, we may share your lead with fewer than 10 facilities (typically 3 or fewer) so they can contact you.

  • Communicate with you: send your report, important updates about your request, or Service notices.

  • Improve and protect: analytics, debugging, quality checks, combating fraud/abuse, and developing new features.

  • Legal/compliance: enforce terms, comply with law, and protect rights, safety, and security.

  • De-identified data: we may create or use de-identified/aggregated data for analytics and product improvement. We won’t try to re-identify it.

We do not record support calls (we don’t run a phone concierge) and we do not host public reviews/forums.

3) How we share information

We share information only as described here:

  • Facilities you ask us to contact: We may share your lead (contact details and the care context you provided) with a limited set of facilities (<10, usually ≤3) so they can reach out by email/phone/text.

  • Service providers: Trusted vendors that host our website, store data, send emails, provide analytics, detect fraud, or help us operate the Service. They must use your information only to perform services for us and may not use it to train generalized AI models for their own purposes.

  • Legal/compliance: To comply with law, respond to lawful requests, or protect rights and safety.

  • Corporate transactions: In a merger, acquisition, financing, or sale of assets, your information may transfer as part of the business.

  • De-identified/aggregated data: May be shared for analytics and improvement.

We do not sell consumer data in the traditional sense. We operate a lead-sharing model at your direction: if you ask us to connect you, we disclose your inquiry to a small number of facilities so they can follow up.

4) Cookies & similar technologies

We use cookies and similar tech to:

  • remember preferences;

  • measure site traffic and performance;

  • understand which pages are helpful.

You can modify your browser settings to block or delete cookies. Some features may not work without them. We honor recognized Global Privacy Control (GPC) signals for applicable jurisdictions.

5) Interest-based advertising

We may work with advertising partners to measure and improve our marketing. You can learn more and opt out of interest-based ads via industry pages like aboutads.info/choices or your device settings. Browser-level choices may be browser-specific.

6) Your privacy choices & rights

  • Access/Deletion/Correction: You may request access to, deletion of, or correction of your personal information.

  • Opt out of lead sharing: If you no longer want us to share your lead with facilities, email us promptly at [email protected]. (If a facility already received your info, contact them directly to manage their communications.)

  • Opt out of marketing emails: Use the “unsubscribe” link in any email or contact us.

  • Do Not Sell/Share (state laws): If your state grants “do not sell/share” rights, you may exercise them at [link to Do Not Sell/Share form] or via GPC where recognized.

  • Authorized agent (CA/others): You may use an authorized agent as permitted by law; we may require verification.

  • Verification: We may request reasonable information to verify your identity and state residency before acting on a request. We will not discriminate for exercising your rights.

7) Children

Our Service is intended for adults and is not directed to individuals under 18. If we learn we collected information from a minor, we will delete it.

8) Security & retention

We use reasonable administrative, technical, and organizational measures to protect information. No system is perfectly secure. We retain information as needed to provide the Service, comply with legal obligations, resolve disputes, and enforce agreements.

9) Health data notice

We are not a healthcare provider or HIPAA “covered entity.” Some questions you answer may relate to health or care needs so we can generate your report. We use that information only to provide and improve the Service and to share your lead with a limited number of facilities at your request. State laws (e.g., in WA or NV) may grant additional rights regarding consumer health data; contact us to exercise them.

10) International visitors

Our Service is intended for use in the United States. If you access it from elsewhere, you consent to processing in the U.S.

11) Changes to this policy

We may update this Privacy Policy from time to time. We’ll change the “Effective date” above and may provide additional notice where required. Your continued use means you accept the updated policy.

12) Contact us

GlenOak Senior Advisors
Email: [email protected]
Address: 4938 Hampden Ln., #552, Bethesda, MD 20814
For state-specific privacy requests: https://glenoakadvisors.com/privacy/