Last Updated: 06-11-2026

1. Text/SMS Marketing
If you choose to opt-in to SMS communications from Next Steps Health & Wealth, you agree to receive text messages at the mobile number you provide. These messages might be automated and might include insurance updates, information related to special events Next Steps Health & Wealth is hosting, as well as informational messages about insurance products. Next Steps Health & Wealth will send SMS messages to communicate with customers on the status of the projects they have requested to provide a better overall customer experience. For HELP, please contact us at 717-271-2326. To opt-out of receiving messages, reply with “STOP” at any time. Message frequency may vary. Standard message and data rates may apply

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2. Consent to Receive Automated Messages 

You understand that consent to receive automated messages is not a condition of purchase or use of Next Steps Health & Wealth Services. Messages may include but are not limited to order confirmations, updates and special events. 

3. Frequency of Messages

Message frequency may vary based on your insurance policies, account activity and ongoing updates. You may receive messages relevant to enrollment periods and events hosted by Next Steps Health & Wealth. ​​

4. Opt-Out and Support Options

You may opt out of receiving text messages at any time by texting "STOP." Upon receipt of your opt-out request, you will be unsubscribed and will no longer receive text messages from us. A confirmation message will be sent to confirm that you have unsubscribed. Should you wish to re-subscribe, you may text "START" to receive SMS messages again. 

For assistance with the messaging service, text "HELP or contact admin@nextstepshealthwealth.com

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5. Wireless Carrier Rates and Services 
Wireless carrier message and data rates may apply. Wireless carriers are not liable for delayed or undelivered messages.

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6. Confidentiality

We will maintain the confidentiality of your mobile number. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. However, for operational purposes your name and mobile number may be shared with our service providers who assist in the delivery of our SMS communications. These providers use your personal information solely to carry out the services they provide to Next Steps Health & Wealth. All the stated categories in this privacy policy exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. End users can opt out of receiving further messages by replying STOP or ask for more information by replying HELP. Message frequency may vary. Message and data rates may apply.

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7. Your Privacy Rights

Depending on your location and applicable privacy laws, you may have certain rights regarding your personal information, including the right to:

• Request access to the personal information we hold about you.

• Request correction of inaccurate or incomplete personal information.

• Request deletion of your personal information, subject to legal or business recordkeeping requirements.

• Request a copy of your personal information in a portable format where applicable.

• Object to or restrict certain processing of your personal information.

• Withdraw consent where we rely on your consent to process your information.

• Opt out of certain uses of your information, including certain marketing communications and, where applicable, the sale or sharing of personal information.

To exercise any of these rights or submit a privacy-related request, please contact us at admin@nextstepshealthwealth.com. We will respond to requests in accordance with applicable privacy laws.

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If you have any questions or concerns regarding this SMS Privacy Policy or our data practices, please contact us at:

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Next Steps Health & Wealth LLC
280 S Oak Street
Manheim PA 17545
admin@nextstepshealthwealth.com