Terms and Conditions for Contact Consent – Sun State Partners

Effective Date: October 26, 2025

By providing your contact information to Sun State Partners through our website, forms, advertisements, or other communication channels, you agree to the following Terms and Conditions governing how we may contact you. These terms apply to all communications related to our services, including but not limited to health insurance (ACA Marketplace, Medicare, etc.), life insurance, estate planning (wills and trusts), financial planning, and other offerings.

1. Consent to Contact

By submitting your contact information (including but not limited to phone number, email address, or mailing address), you expressly consent to Sun State Partners, its affiliates, licensed agents, and authorized third-party partners contacting you through the following methods:

  • Telephone Calls: Including live calls, automated calls, or prerecorded messages to the phone number(s) you provide, whether mobile or landline.

  • Emails: Promotional, informational, or transactional emails to the email address(es) you provide.

  • Text Messages (SMS/MMS): Promotional, informational, or automated text messages to the mobile number(s) you provide.

You authorize us to contact you for purposes including, but not limited to, providing information about our services, offering quotes, discussing enrollment options, responding to inquiries, and providing customer support.

2. Purpose of Communications

Sun State Partners may contact you to:

  • Deliver personalized quotes or recommendations for products and services.

  • Provide information about relevant deadlines, such as enrollment periods for insurance programs.

  • Follow up on applications, inquiries, or requests for additional information.

  • Inform you about related services or bundled offerings that may align with your needs.

  • Offer customer service or address questions related to our products and services.

3. Communication Methods

  • Telephone: We may use automated dialing systems or prerecorded messages to contact you. Calls may be monitored or recorded for quality assurance, training, or compliance purposes.

  • Email: Emails may include promotional content, service updates, or transactional information. You may opt out of promotional emails by following the unsubscribe instructions provided in each email.

  • Text Messages: Standard message and data rates may apply as determined by your mobile carrier. You may opt out of text messages by replying “STOP” to any message received.

4. Right to Opt Out

You may revoke your consent to be contacted at any time:

  • Telephone: Request removal from call lists by informing our representative during a call or contacting us at 1-888-909-5428.

  • Email: Unsubscribe by clicking the “Unsubscribe” link in any email or sending a request to [email protected].

  • Text Messages: Reply “STOP” to any text message to discontinue SMS communications. Opting out of one communication method does not automatically apply to others unless explicitly requested. You may contact us at the details provided in Section 9 to update your communication preferences.

5. Privacy and Data Use

  • Your contact information will be used solely for the purposes outlined in these Terms and Conditions or as required by law.

  • We will not sell, rent, or share your information with third parties except to authorized partners (e.g., licensed insurers, financial advisors, or service providers) directly involved in fulfilling your requested services.

  • Please refer to our Privacy Policy [replace with actual link] for detailed information on how we collect, use, and protect your data.

6. Accuracy and Authorization

  • You represent and warrant that the contact information provided is accurate and belongs to you or an individual for whom you are authorized to provide consent.

  • If providing information on behalf of another person, you confirm that you have their explicit consent to do so.

  • These Terms and Conditions apply to individuals aged 18 or older.

7. Compliance with Applicable Laws

Sun State Partners complies with all applicable federal and state laws, including the Telephone Consumer Protection Act (TCPA), CAN-SPAM Act, and other regulations governing communications. Your consent to be contacted is voluntary and not a condition of purchasing any products or services, though it enables us to provide personalized assistance.

8. Modifications to Terms

We reserve the right to modify these Terms and Conditions at our discretion. Any updates will be posted on our website, and we will notify you via email or text message (if you remain opted in). Continued engagement with Sun State Partners after such changes constitutes acceptance of the revised terms.

9. Contact Information

For questions, requests to modify communication preferences, or other inquiries, please contact us at:

  • Phone: 1-888-909-5428

  • Email: [email protected]

  • Mail: Sun State Partners, 2681 Kavalier Dr., Palm Harbor, FL 34684

10. Acceptance of Terms

By submitting your contact information, checking a consent box, clicking “Submit,” or otherwise engaging with our services, you acknowledge that you have read, understood, and agree to be bound by these Terms and Conditions. You further confirm your consent to be contacted by Sun State Partners as described herein.