privacy policy

Last Updated On October 14, 2026 | Effective Date April 6, 2026

This Privacy Policy describes the policies of https://planbeedirect.com/ on the collection, use and disclosure of your information that we collect when you use our website ( https://planbeedirect.com ). (the “Service”). By accessing or using the Service, you are consenting to the collection, use and disclosure of your information in accordance with this Privacy Policy. If you do not consent to the same, please do not access or use the Service.

We may modify this Privacy Policy at any time without any prior notice to you and will post the revised Privacy Policy on the Service. The revised Policy will be effective 180 days from when the revised Policy is posted in the Service and your continued access or use of the Service after such time will constitute your acceptance of the revised Privacy Policy. We therefore recommend that you periodically review this page. (https://planbeedirect.com/privacy-policy/)

Information We Collect:

We may collect and process the following personal information about you for any orders processed:

  1. Name
  2. Email
  3. Telephone Number
  4. Work Address
  5. Payment Info

How We Use Your Information:

We will use the information that we collect about you for the following purposes:

  1. Marketing/ Promotional (opt in newsletters by Plan Bee Direct only). Marketing and/or promotional emails are only sent to individuals who have explicitly opted in to receive them. We do not add users to marketing lists without their consent. Recipients may opt out of marketing emails at any time using the unsubscribe link included in each message.
  2. Manage customer orders

Text Messaging and Communication:

Plan Bee Direct, LLC uses your mobile phone number for individual customer conversations, including asking questions, answering questions, and providing support related to requests, orders, or services. We do not send marketing or promotional text messages.

We text customers who have agreed to receive messages through our SMS consent form or who give permission by phone or in person.

If you contact Plan Bee Direct by text, we will reply with information related to your question or request. You do not need to complete our SMS consent form to receive those replies.

SMS Data Use and Sharing

We collect your mobile phone number and consent information when you agree to receive text messages. We use this information to manage your messaging preferences and provide customer support.

We do not sell or rent your personal information. Customer data is not shared with third parties or affiliates for promotional or marketing purposes.

We share information needed to deliver messages with our SMS service providers or when required by law. All information sharing described in this policy excludes mobile opt-in information and SMS consent.

No Unauthorized Transfer or Sale

Mobile opt-in information and SMS consent are never shared with anyone for any purpose, including with your permission. Any information sharing described elsewhere in this privacy policy excludes mobile opt-in information and SMS consent.

Data Security

We take reasonable measures to protect your mobile phone number, SMS consent records, and message history against unauthorized access, use, or disclosure.

Help

If you have questions about this SMS program, contact us at privacy@planbeedirect.com or 571-248-1470.

Plan Bee Direct, LLC Messaging Terms and Conditions

  1. Our messaging program provides conversational text messages to answer questions and support customers regarding requests, orders, and services. Messages are sent from 571-248-1470.
  2. Message frequency varies based on communication needs. Message and data rates may apply to messages sent and received. Contact your wireless provider with questions about your text or data plan.
  3. Carriers are not liable for delayed or undelivered messages.
  4. Opt-out Instructions: To opt out of text messages, reply STOP at any time or contact us at privacy@planbeedirect.com.  We will send one confirmation message, then stop sending texts. To resume text messaging, opt in again through our SMS consent form at https://planbeedirect.com/sms-consent/.
  5. Help Instructions: For help, reply HELP or contact us at privacy@planbeedirect.com or 571-248-1470.
  6. Consent to receive text messages is not a condition of purchase.
  7. Please review the other sections of this privacy policy for information about our privacy practices. For privacy questions, email privacy@planbeedirect.com.
  8. If you need help or have questions about this SMS program, contact us at:
    • Email: privacy@planbeedirect.com
    • Phone: 571-248-1470

Retention Of Your Information:

We will retain your personal information with us until your account is closed or user opts out of newsletter or for as long as we need it to fulfill the purposes for which it was collected as detailed in this Privacy Policy. We may need to retain certain information for longer periods such as record-keeping / reporting in accordance with applicable law or for other legitimate reasons like enforcement of legal rights, fraud prevention, etc. Residual anonymous information and aggregate information, neither of which identifies you (directly or indirectly), may be stored indefinitely. (https://planbeedirect.com/privacy-policy/)

Your Rights:

Depending on the law that applies, you may have a right to access and rectify or erase your personal data or receive a copy of your personal data, restrict or object to the active processing of your data, ask us to share (port) your personal information to another entity, withdraw any consent you provided to us to process your data, a right to lodge a complaint with a statutory authority and such other rights as may be relevant under applicable laws. To exercise these rights, you can write to us at admin@planbeedirect.com. We will respond to your request in accordance with applicable law.

You may opt-out of direct marketing communications or the profiling we carry out for marketing purposes by writing to us at admin@planbeedirect.com.

Do note that if you do not allow us to collect or process the required personal information or withdraw the consent to process the same for the required purposes, you may not be able to access or use the services for which your information was sought. (https://planbeedirect.com/privacy-policy/)

1. Cookies Etc.

To learn more about how we use these and your choices in relation to these tracking technologies, please refer to our Cookie Policy.

2. Security:

The security of your information is important to us and we will use reasonable security measures to prevent the loss, misuse or unauthorized alteration of your information under our control. However, given the inherent risks, we cannot guarantee absolute security and consequently, we cannot ensure or warrant the security of any information you transmit to us and you do so at your own risk.

3. Grievance / Data Protection Concerns:

If you have any queries or concerns about the processing of your information that is available with us, please contact us. We will address your concerns in accordance with applicable law.

Changes to This Policy

This policy might be updated if the website or its privacy practices change. The “Last Updated” date at the top of this page will reflect the most recent revision.