Withdraw a match request at any time, at no cost.

CHCA does not charge consumers to request or receive an advisor match. Because there is no consumer matching fee, there is no matching payment to refund.

You are not required to hire the matched advisor, purchase insurance, enroll in a plan, or buy fee-based planning services.

You may withdraw a match request at any time without charge, including:

• Before an advisor is assigned;
• While an advisor assignment is awaiting acceptance;
• After an advisor accepts the assignment;
• After an initial contact attempt; or
• While CHCA is reviewing or attempting reassignment.

Use any withdrawal option provided in the confirmation or status communication, or contact support@certifiedhealthcareadvisor.com. Include the name, email address, telephone number, and state used for the request so CHCA can locate it.

CHCA will record the withdrawal, stop new matching activity, and notify an assigned advisor when appropriate. A withdrawal is effective prospectively. It cannot undo a communication or disclosure that occurred before CHCA received and processed the request.

If information was already shared with an assigned advisor, CHCA will direct the advisor to stop using the match information for the withdrawn request, except where retention or use is required for compliance, security, complaint handling, or law.

If the advisor continues to contact you about the withdrawn request, notify CHCA at support@certifiedhealthcareadvisor.com.

You may decline an advisor or ask CHCA to consider another match. Another match depends on the availability of an advisor who has active Certified Health Care Advisor™ certification and good standing and an active insurance license in your state.

Requesting another match does not create a fee or guarantee that another eligible advisor is available.

Withdrawing a match stops future communications needed solely to process that request after CHCA records the withdrawal.

Marketing and optional SMS consent are separate. You may withdraw those permissions using the message instructions or by contacting CHCA. CHCA may still send communications required for security, legal compliance, complaint resolution, or confirmation of your request.

Withdrawing a match does not automatically require immediate deletion of every related record. CHCA retains withdrawn or unmatched requests for up to 12 months after the last interaction or final action, then deletes or de-identifies them unless a longer period is needed for law, legal hold, fraud prevention, security, or dispute resolution.

You may submit a privacy-rights request under the Consumer Privacy Policy. CHCA will process the request subject to identity verification and applicable exceptions.

CHCA consumer events are free unless a specific event page expressly states otherwise. A free RSVP may be canceled at any time. No purchase is required to attend, so there is no event-registration payment to refund.

If you cannot attend, please cancel the RSVP so the place can be offered to someone else.

An independent advisor may separately offer optional fee-based planning after a match. CHCA does not charge a consumer for the match itself.

Before paying for planning, the consumer must receive and sign a Client Disclosure & Fee Agreement that states the scope, covered individuals, total fee, separation from insurance enrollment, rolling 12-month planning restriction, cancellation terms, and refund rules.

Cancellation of an independently contracted planning service does not cancel or change insurance coverage.

CHCA does not charge consumers for insurance enrollment through the matching service. Enrollment or disenrollment from an insurance plan is governed by the carrier, CMS, Medicare, applicable enrollment periods, and other laws or plan terms—not this Consumer Cancellation Policy.

Do not rely on withdrawing a CHCA match request to cancel, change, or disenroll from insurance coverage. Contact the carrier, Medicare, CMS, or the appropriate licensed professional.

Contact CHCA if you need help withdrawing a match, stopping communications, reporting continued contact, requesting another match, or raising a complaint.

Certified Healthcare Advisors, LLC
6190 Powers Ferry Road NW, Suite 505
Atlanta, GA 30339
support@certifiedhealthcareadvisor.com
(877) 418-2422

For related information, use the Consumer Terms of Service and Consumer Privacy Policy.