Privacy Policy

Protecting your privacy is very important to us. We want you to understand what information we collect and how we use it. We collect and use nonpublic personal information in order to provide our customers with a broad range of products and services. We treat your information with the utmost respect and in accordance with our Privacy Policy.

We may collect nonpublic personal information about you from the following sources:

Information we receive from you on applications or other forms;
Information about your transactions with us, our affiliates, or others; and
Information we receive from non-affiliated third parties, including consumer reporting agencies and insurance support organizations.
Information we derive from your connection to this web site through an Internet “cookie” (an information-collecting device) or otherwise, such as your Internet browser, domain name and referring link; and
Information we receive from you voluntarily, such as your e-mail address and any information contained in your e-mail messages.

Nonpublic personal information is nonpublic information about you that we obtain in connection with providing a financial product or service to you. In some states, personal information may also include your name, address and medical record information but not privileged information. This information may be collected in person, by mail, fax, or by other electronic means as permitted by law or as expressly authorized by you.

What Information We Disclose and To Whom We Disclose It

Depending upon the product or service offered, we may disclose nonpublic personal information we collect to:

Persons or companies that perform services on our behalf.
Other financial institutions with which we have joint marketing agreements as permitted by law. In Vermont this includes only your name, contact information, policy coverage and information about your transactions with us or our affiliates.
A medical professional for the purpose of disclosing a medical problem of which you may not be aware.
Other insurance support organizations for use in connection with an insurance transaction or to prevent fraud.
An insurance regulatory authority.
A law enforcement or other governmental authority to prevent or prosecute fraud or other unlawful activities.
Organizations conducting actuarial research studies.
If applicable, a group policyholder for reporting claims experience or conducting an audit.

We do not disclose any nonpublic personal information about you to either our affiliates or non-affiliates, except as permitted by law. Our affiliates are companies with which we share common ownership. They offer life and health insurance and pension and savings products. Nonpublic personal information about you that we obtain from a report prepared by an insurance support organization may be retained by that organization and disclosed to other persons.

Your Right to Verify Accuracy of Information We Collect

Keeping your information accurate and up to date is very important to us. In some states, you may have the right to write to us in order to request that you have reasonable access to your nonpublic personal information (this includes a record of any subsequent disclosures of medical record information). You may not access information relating to or in anticipation of a claim or a criminal or civil proceeding. If you believe the information we collected about you is inaccurate, you may request that we amend, correct or delete it. We will notify you of our decision, give you our reasons and the opportunity to file a concise statement of dispute with us if you do not agree. Your statement will be made a part of our file and sent to persons or organizations that received your information in the past and in the future as required by law.

Your Choice to Limit Marketing

You may limit our affiliates from marketing their products and services to you based on your personal information that we collect and share with them. This information may include the products you own and your account history. To limit marketing offers, contact us at 1-866-201-9700.
Security Procedures

We restrict access to nonpublic personal information and only allow disclosures to persons and companies as permitted or required by law to assist in providing products or services to you. We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information. Should your relationship with us end, we will maintain and only disclose your nonpublic personal information in accordance with this Privacy Policy.

Children's Privacy

We do not knowingly collect personally identifiable information from children under the age of 13 on our web site.

This privacy policy is applicable to the following companies:
Stonebridge Benefit Services, Inc.
P.O. Box 869094
Plano, TX 75086-9854
1-888-296-5874

PlanPlus Healthcare Discount

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Terms and Conditions

PlanPlus is not insurance

Please note that this plan is NOT health insurance or a Medicare prescription drug plan and the plan is prohibited from making payments directly to medical services providers. This plan provides discounts at certain health care providers for medical services, pharmaceutical supplies, prescription drugs or medical equipment, and you are obligated to pay for all medical services, pharmaceutical supplies, prescription drugs, or medical equipment provided. You will receive discounts for medical services at certain health care providers who have contracted with the plan. The range of discounts for medical or ancillary services may vary depending upon the service rendered, provider used and geographic location. The plan does not guarantee the quality of the services or products offered by providers. A list of plan providers including the name, city, state, and specialty is made available prior to purchase at www.PlanPlusHealthcare.com. You have a right to cancel your membership within 30 days of the effective date for a full refund of fees paid. You are not obligated to make any further payments or access the plan for the period of time after the last month for which payment has been made. The discount medical plan organizations and administrators are Coverdell & Company, Inc., 8770 W. Bryn Mawr, Suite 1000, Chicago, IL 60631, 1-800-308-0374; Caremark, 211 Commerce Street, Suite 800, Nashville TN 37201, 1- 615- 743-6600; Allied Health Benefits, Inc., 3081 Holcomb Bridge Road, C-2, Norcross, GA 30071, 1-770-448-4677. PlanPlus is marketed by Stonebridge Benefit Services, Inc., 2700 West Plano Parkway, Plano, TX 75075. Membership services may be contacted for information, concerns, cancellation requests and questions about PlanPlus at 1-800-527-7557 or via e-mail at PlanPlus@AegonUSA.com.

Note to Massachusetts Residents: This plan does not meet the minimum creditable coverage requirements under M.G.L.c.111M and 956 CMR 5.00.

Note to Utah Residents: This contract is not protected by the Utah Life and Health Guaranty Association. The program has no liability for providing or guaranteeing service, nor the quality of service rendered. Information about the program as well as a list of plan providers is made available prior to purchase at www.PlanPlusmembers.com.

PlanPlus is provided by and is a registered mark of:
Stonebridge Benefit Services, Inc.
Administrative Office:
2700 West Plano Parkway
Plano, TX 75075-8200
Phone Toll Free: 1-866-855-7526

Stonebridge Benefit Services, Inc. has met all standards of the
Consumer Health Alliance (CHA), the national trade association of
the discount health care industry.