Model Optimal Care Website Privacy Policy

Version 2026-10-20. Effective October 20, 2026. Last updated October 20, 2026.

1. Scope

1.1 This Privacy Policy explains how Model Optimal Care, LLC, an Arizona limited liability company (“Model Optimal Care,” “we,” “us,” or “our”), collects, uses, discloses, and protects personal information in connection with our website at modeloptimalcare.com (the “Site”). It covers people who visit the Site, read our blog, buy our books, subscribe to our newsletter, contact us, apply to our affiliate program, verify a credential, or sign in to the Site. “Personal information” means information that identifies, relates to, or could reasonably be linked to an identified or identifiable individual.

1.2 MOC ID. The Site, MOC Fiduciary Intelligence, and The MOC Academy share a single sign-in, MOC ID. Sign-in to the Site is limited to people we have given a Site account, such as our staff and contractors. MOC Fiduciary Intelligence at fiduciaryIQ.ai and The MOC Academy at MOClearn.com each have their own privacy policy, which governs information handled through that product.

1.3 This policy does not cover consulting services Model Optimal Care provides under a separate engagement agreement, or third-party sites and services that the Site links to or works with, such as Stripe, Substack, Google, Microsoft, and the sites of booksellers and social networks. Those are governed by their own terms and privacy policies.

2. What we collect

Contact information. What you send us through our contact form: your name, email address, organization, title or role, the type of inquiry, your message, and your consent to be contacted. What you send us by email.
Newsletter information. Your email address, when you subscribe to The MOC Brief on the Site. We also publish The MOC Brief on Substack. If you follow our link to Substack and subscribe there, Substack’s privacy policy governs that subscription.
Order information. When you buy a book: your name, email address, billing address, shipping address, phone number if you give it, any order notes, the items you ordered, order and payment status, and how you arrived at the Site, such as the referring site or campaign. Stripe collects and holds your payment information. We do not receive or store your full card or bank account number.
Affiliate program information. If you apply to our affiliate program: your name, work email address, company, website or LinkedIn profile, how you describe your work and audience, whether you hold the CP-MOC credential, and your acceptance of the program terms.
Account information. If we give you a Site account, your name, email address, role, and the WorkOS user identifier that links your Site account to your MOC ID. If you choose Google or Microsoft sign-in through MOC ID, we receive your name and email address from Google or Microsoft.
Credential records. For CP-MOC credentials first issued on our earlier course platform, the holder’s name, the credential ID, the program, and its issue and expiry dates.
Email records. The messages we send you, their delivery status, and bounces and complaints reported by our email provider. Our email tool records when a message is opened and which links are clicked, using a small image and tracked links in each message.
Usage and security data. Your internet protocol address, browser and device information, the pages you view, and the times you view them. Our host and our security software record this to keep the Site running and to block attacks, and Google Analytics records it as Section 6.3 describes.
Support information. What you send us when you write to us.

3. What we do not collect (and you should not provide)

3.1 The Site does not need protected health information as defined under HIPAA. Do not send it to us through a form, an order, or email.

3.2 Do not send us Social Security numbers, payment card numbers, or government identification numbers through a form or by email.

4. Why we use it

4.1 We use personal information to: (a) answer your questions and requests; (b) fill and ship book orders, process payments and refunds, and keep tax and accounting records; (c) send The MOC Brief to people who subscribe; (d) review affiliate program applications; (e) sign people with a Site account in through MOC ID and secure those accounts; (f) confirm credentials when someone asks us to; (g) understand how visitors use the Site so we can improve it; (h) maintain and secure the Site, and screen form submissions for spam; (i) prevent and investigate fraud and abuse; and (j) meet legal obligations, enforce our agreements, and establish or defend legal claims.

4.2 We do not sell personal information. We do not share personal information for cross-context behavioral advertising.

4.3 We may send you information about Model Optimal Care books, courses, products, and events, as the law permits. You can opt out at any time with the unsubscribe link or by writing to help@modeloptimalcare.com. Opting out does not stop messages about an order you placed.

5. Who we share it with

5.1 Service providers. We use vendors to run the Site: Amazon Web Services for hosting and email delivery; Microsoft for the email we receive; Google for analytics and for reCAPTCHA, which screens checkout for automated attacks; WorkOS for MOC ID; Wordfence for security, including its network that shares information about attacks; Akismet for spam screening of form submissions; ShipStation to print shipping labels; and Automattic for site backups, video hosting, and the connection that supports them, through VaultPress Backup, VideoPress, and Jetpack. Each may use personal information only to provide its services to us, subject to limited exceptions, such as security and legal compliance, that the law permits.

5.2 Payment, shipping, and sign-in providers. Stripe processes payments, along with the payment options it offers at checkout, such as Link, Amazon Pay, Klarna, and Affirm. Stripe also collects device and browser information at checkout to prevent fraud. The United States Postal Service receives your name and shipping address to deliver an order. Google or Microsoft authenticates you if you choose to sign in with them through MOC ID. Each handles that information under its own privacy policy, including for its own security and fraud prevention.

5.3 Content from other services. Some pages load content from outside services: VideoPress video, AddToAny share buttons, and Google Fonts. When your browser loads that content, the service receives your internet protocol address and browser information under its own privacy policy.

5.4 Credential verification. Anyone who enters a credential ID on our verification page sees the holder’s name, the program, the issue date, the expiry date, and whether the credential is active or expired. We show this so employers and clients can confirm a credential is genuine.

5.5 Professional advisors. We share information with our lawyers, accountants, auditors, and insurers, under duties of confidentiality, where needed to obtain their advice or services.

5.6 Legal and safety. We disclose information where required by law or valid legal process, or where we believe in good faith that disclosure is necessary to protect the rights, property, or safety of Model Optimal Care, our customers, or others, to investigate fraud or security issues, or to enforce our agreements.

5.7 Business transfer. If Model Optimal Care is involved in a merger, acquisition, financing, reorganization, sale of assets, bankruptcy, or similar transaction, information may transfer as part of it. We will give notice before your information becomes subject to a materially different privacy policy.

6. Cookies and similar technologies

6.1 The Site uses cookies and browser storage that it needs to run: cookies that keep a shopping cart and checkout working, for up to two days; cookies that keep a signed-in person signed in; a short-lived cookie that protects the MOC ID sign-in; and, at checkout, cookies Stripe uses to prevent fraud and a cookie Google reCAPTCHA uses to tell people from automated attacks.

6.2 When you visit, WooCommerce, our store software, sets short-lived cookies that record how you arrived at the Site, such as the referring site or campaign. They expire after 30 minutes. If you place an order, that source is saved with it.

6.3 We use Google Analytics to understand how visitors use the Site. It sets cookies that last up to two years and receives information about your visit, such as the pages you view, how far you scroll, your browser and device, and your approximate location, under Google’s privacy policy. We have turned off its advertising features, and we do not use it for advertising. You can stop it by blocking its cookies in your browser or by installing Google’s opt-out browser add-on.

6.4 We do not use advertising cookies. Because we do not track you across other websites for advertising, we do not respond differently to browser Do Not Track signals.

7. How long we keep it

We keep personal information for as long as we need it for the purposes in Section 4, and longer where the law requires, to resolve disputes or enforce our agreements, or while it is subject to a legal hold. When we no longer need it, we delete or de-identify it.

Order and billing records: as long as needed to fill, support, and account for the order, and as long as tax and accounting law requires.
Contact messages and affiliate applications: as long as needed to answer them and keep a record of what was said.
Newsletter records: while you are subscribed. Unsubscribe and suppression records are kept so that we honor your choice.
Site account records: while the account exists.
Credential records: while the credential can be verified, and afterward as long as needed to confirm or dispute it.
Security logs: as long as needed to secure the Site.
De-identified and aggregated information: may be kept indefinitely.

8. Security

8.1 We maintain administrative and technical safeguards designed to protect personal information, including encrypted connections, sign-in through MOC ID with multi-factor authentication, and security software that monitors the Site for attacks.

8.2 No service is perfectly secure, and we cannot guarantee the security of information. Tell us at help@modeloptimalcare.com as soon as you suspect unauthorized access to information you gave us.

8.3 If a security incident affects your personal information, we will notify you as the law requires.

9. Your choices and rights

9.1 You can unsubscribe from The MOC Brief with the link in any issue, and you can ask us to update or delete what you sent us.

9.2 Depending on where you live, you may have additional rights, including the right to know, access, delete, correct, or obtain a portable copy of your personal information, and to appeal a denial. Write to privacy@modeloptimalcare.com. We will verify your identity before acting, which may include confirming that you control your email address. You may use an authorized agent; we may require proof of the agent’s authority. We will respond within the time the law requires. These rights have exceptions; for example, we may keep information we need to comply with law, complete an order, keep credential verification accurate, secure the Site, or establish or defend legal claims. If we deny a request, we will explain why and how to appeal. We will not discriminate against you for exercising a right.

10. Children

10.1 The Site is not directed to anyone under 18, and we do not knowingly collect information from anyone under 18. If we learn that we have, we will delete it.

11. Where we operate

11.1 We operate the Site from the United States and store its data in the United States. Some service providers may process information outside the United States, for example to deliver web content or email. If you use the Site from outside the United States, your information will be processed in the United States, where data protection laws may differ from those where you live.

12. Changes

12.1 We may update this policy. We will post the new version with a new “last updated” date. Material changes get at least 30 days notice on the Site before they take effect, except changes required by law or changes that do not adversely affect your rights, which may take effect sooner.

13. Contact

13.1 Questions or requests about this policy, including requests under Section 9: Model Optimal Care, LLC, 5227 N 7th St, STE 93203, Phoenix, AZ 85014. privacy@modeloptimalcare.com. For all other questions, write to help@modeloptimalcare.com.