Health
Health ManagementWellness ManagementWealthLegacyCompany
AboutOur StoryMission & VisionLeadershipCareersCorporate PoliciesResearch
Research OverviewResearch PartnersPublicationsCase StudiesFor Partners
Brokers & EmployersHealth Plans & TPAsHealthcare OrganizationsLTC & Assisted LivingMedical ProvidersPartner NetworkPartner DirectoryResources
BlogCase StudiesMedia KitLearning CenterContactView
Legacy Cloud DirectoryObituary DirectoryCorporate Policy
Privacy Policy
How we collect, use, and protect your personal information.
Last updated: October 9, 2026
1. Introduction
Alphiniti ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our platform and services.
2. Information We Collect
Personal Information
- Name, email address, and contact information
- Account credentials and authentication data
- Profile information and preferences
- Health, wellness, and legacy planning data you choose to share
- Financial information for billing and payments
Automatically Collected Information
- Device information and identifiers
- IP address and browser type
- Usage data and interaction patterns
- Log data and analytics information
3. How We Use Your Information
We use the information we collect to:
- Provide, maintain, and improve our services
- Process transactions and send related information
- Send you technical notices and support messages
- Respond to your comments and questions
- Develop new features and services
- Monitor and analyze trends and usage
- Protect the security and integrity of our services
- Comply with legal obligations
4. Information Sharing
We do not sell your personal information. We may share your information in the following circumstances:
- With your consent or at your direction
- With service providers and business partners who perform services on our behalf
- To comply with legal obligations or protect rights
- In connection with a merger, acquisition, or sale of assets
- With authorized healthcare providers and family members as you designate
Mobile Messaging & Information Sharing
We value your privacy. We do not share, sell, or rent your mobile phone number with third parties for their marketing or promotional purposes. Your mobile number is used strictly for the purposes of providing you with important account updates, security notifications (including 2FA), and requested information. No mobile information will be shared with third parties or affiliates for marketing/promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.
Messaging Frequency
By opting in to receive SMS messages from us, you agree to receive periodic messages based on your account activity, security settings, and notifications you have enabled. Message frequency may vary depending on your interactions with the platform.
Data Rates & Costs
Message and data rates may apply for any messages sent to you from us and for any messages you send to us. Please check with your mobile carrier for your specific plan details.
5. Data Security
We implement appropriate technical and organizational measures to protect your personal information, including encryption, access controls, and regular security assessments. Our platform is HIPAA compliant and SOC 2 ready.
6. HIPAA Compliance & Protected Health Information
Alphiniti acts as a business associate under the Health Insurance Portability and Accountability Act (HIPAA). The health, wellness, care coordination, and medical records you entrust to us are Protected Health Information (PHI). We create, receive, maintain, and transmit PHI in accordance with the HIPAA Privacy, Security, and Breach Notification Rules.
Uses and Disclosures of PHI
We use and disclose PHI for treatment, payment, and healthcare operations as permitted by HIPAA. We obtain your written authorization before using or disclosing PHI for any other purpose, except where HIPAA expressly permits use or disclosure without authorization (such as as required by law or public health activities).
Minimum Necessary Standard
When using or disclosing PHI, or when requesting PHI from others, we limit the information to the minimum amount necessary to accomplish the intended purpose. This standard does not apply to disclosures made to you or for treatment purposes.
Business Associate Agreements
We execute Business Associate Agreements (BAAs) with our service providers and subcontractors who create, receive, maintain, or transmit PHI on our behalf, ensuring they are bound by the same HIPAA obligations.
Security Rule Safeguards
We implement the administrative, physical, and technical safeguards required by the HIPAA Security Rule. This includes encryption of PHI in transit and at rest, role-based access controls, audit logging, workforce training, and regular risk assessments. Audit logs are retained for a minimum of 30 days to support breach investigation and compliance review.
Your HIPAA Rights
- Access and receive a copy of your PHI in a designated record set
- Request amendments to inaccurate or incomplete PHI
- Receive an accounting of disclosures of your PHI for purposes other than treatment, payment, and operations
- Request restrictions on certain uses and disclosures of your PHI
- Request confidential communications through alternative means or locations
- Receive prompt notification in the event of a breach of unsecured PHI
Breach Notification
If a breach of unsecured PHI occurs, we will notify affected individuals without unreasonable delay and no later than 60 days following discovery, consistent with the HIPAA Breach Notification Rule, and will take reasonable steps to mitigate any harmful effects.
7. Your Rights
You have the right to:
- Access your personal information
- Correct inaccurate data
- Delete your information (subject to legal obligations)
- Export your data in a portable format
- Opt-out of marketing communications
- Restrict or object to certain processing
8. Data Retention
We retain your personal information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. You may request deletion of your account at any time.
9. Children's Privacy
Our services are not intended for children under 16. We do not knowingly collect personal information from children under 16. If we become aware of such collection, we will take steps to delete the information.
10. Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on this page and updating the "Last updated" date.
Questions About Compliance?
For questions about this policy, please contact us at: compliance@alphiniti.com

