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Cookie Policy

Last updated on June 9, 2025 

PlanSource Holdings, Inc. and its subsidiaries (“PlanSource”, “we”, “us”, “our”) value your privacy. It is important to us that you understand how we collect, manage, store, disclose, and/or use data so that you understand the choices you have about your information. This Cookie Policy (the “Policy”) explains what cookies are, outlines their function, and discloses when, where, why, and how PlanSource may use them and similar technologies. When applicable, PlanSource will provide you with the opportunity to opt-out of cookies if you elect to do so, and information that PlanSource collects by using cookies is gained through clear notice to you and with your consent.  

What Are Cookies? 

Cookies are small text files that are stored on a computer or mobile device when the user visits a website (“site”), such as plansource.com. A cookie can store, collect, and send information to the device, PlanSource, and other trusted third parties, and enables sites to save useful information that helps improve the user’s online experience and the site’s efficiency.  

How Are Cookies Classified at PlanSource?  

Cookies are typically classified by their lifetime expectancy, origin, and categorization. The lifetime expectancy is how long a cookie will last before it expires, while the origin refers to what domain placed the cookie on the user’s browser, and the categorization refers to the type of cookie. Cookie categories used by PlanSource contain a combination of lifetime expectancies and origins.  

Lifetime Expectancy

  • Session cookies are temporary cookies that are only kept while you are browsing this site. They are deleted once you leave the site or close your browser.  
  • Persistent cookies are continual cookies that remain stored on your computer once you leave the site or close your browser until their predetermined expiration time, or you clear them.  

Origin

  • First-party cookies are set by the owner of the site domain that you visit and are only readable by that site.  
  • Third-party cookies are set by someone other than the site owner. These are typically found in embedded or shared content, and they can only be controlled by the party that owns them. To disable or reject these cookies, you need to opt out of them on their sites.  

Categorization  

  • Necessary cookies are necessary for our site to work correctly. They perform essential functions, such as security and remembering opt-ins and opt-outs to the use of other cookies, and enable you to navigate our sites and use the site’s core features. 
  • Functional cookies offer enhanced functionality when accessing or using the site. They enable our site to remember choices that you make so we can offer you a more personalized experience on our site and help to ensure a more cohesive experience when you return to our site.  
  • Performance and analytical cookies assess and improve the performance of the site. They provide us with analytics related to site traffic and speed, visitor interactions, and any issues, such as error messages, to help us know what is working well, and what we can fix to make our site more enjoyable for you as an end user.  
  • Advertising or targeted cookies are used to make the site and its content more relevant to your interests. They help ensure that ads are properly displayed, limit the number of times you see an ad, measure the effectiveness of advertising campaigns, and allow you to share pages and content with others.  

How Do I Manage Cookies?  

You can decide whether you wish to accept or reject cookies via PlanSource’s cookie consent tool that is available when you visit our site. Please note, our site will still be accessible to you if you opt-out of certain cookies, however some parts of the site may not work as planned, and site functionality may be limited. 

PlanSource reserves the right to amend this Policy as needed. Any changes to this Policy will be effective once the revised version is posted on, or available through, our site.  

Please refer to PlanSource’s Privacy Policy to understand the other ways PlanSource may use information collected about you or reach out to compliance@plansource.com if you have any further questions.