Woodside Financial Services SMS Details and Privacy Policy

Effective Date: 04/14/2025

You may contact Woodside Financial Services LLC via text message at 715-754-2166. By doing so, you consent to receive customer service communications via SMS. Message frequency may vary depending on your inquiries and service needs. Standard message and data rates may apply. You may reply STOP at any time to opt out or HELP for assistance.

Commitment to Your Privacy

At Woodside Financial Services (“we,” “us,” or “our”), we respect your privacy. We are committed to protecting your personal information and adhering to all applicable privacy laws, including CMS (Centers for Medicare & Medicaid Services) regulations regarding communications with Medicare beneficiaries.

This SMS Privacy Policy outlines how we collect, use, and safeguard your information when you communicate with us via text message.


1. What Information We Collect

When you opt in to communicate with us via SMS, we may collect:

  • Your mobile phone number

  • The date, time, and content of messages exchanged

  • Responses such as keywords (e.g., HELP or STOP)

We do not sell, rent, or share your information with third parties for marketing purposes. All information is used solely for service-related and compliant communication.

2. How We Use Text Messaging

We may use SMS to:

  • Provide non-marketing updates related to your insurance services (e.g., appointment reminders, plan deadlines, and general educational content)

  • Respond to your inquiries

  • Manage your preferences, including opt-ins and opt-outs

Marketing Messages:
We will only send messages about Medicare Advantage, Medicare Supplement (Medigap), or other Medicare-related products if you have explicitly opted in to receive them. Consent is not a condition of enrollment in any plan.

3. Your Choices

Opting In:
By providing your phone number and initiating SMS contact, you consent to receive recurring, service-related messages from Woodside Financial Services. Message frequency may vary. Standard message and data rates may apply.

Opting Out:
You may opt out at any time by replying STOP to any of our text messages. You’ll receive a confirmation, and we will stop sending messages to that number. This will not affect your current insurance services or enrollment in any plan.

Need Help?
Reply HELP to any message or contact us directly:

4. Message and Data Rates

Depending on your wireless plan, message and data rates may apply. We are not responsible for any charges incurred through your mobile carrier.

5. Data Security

We take reasonable precautions to secure your personal information. However, please note that no method of transmission via mobile networks or the Internet is ever fully secure.

6. Your Medicare Coverage Is Not Affected

Opting in or out of our SMS program does not impact your benefits, eligibility, or enrollment in any Medicare plan.

7. Policy Updates

We may update this SMS Privacy Policy from time to time. Any changes will be posted on this page with the updated effective date. Please check back periodically to stay informed.

8. Contact Us

If you have questions about this policy or how we use your information, please contact us: