Privacy Policy
This policy explains what information we collect through this website, how we use it, and the choices you have.
1. Who we are
This website lets visitors learn about annuities and book an educational Annuity Discovery Call. This policy covers information collected through this site, its forms and its scheduler.
2. Information we collect
Information you give us, such as the answers and contact details you enter in our form and notes from your call.
Information collected automatically, such as IP address, device and browser type, pages visited and advertising click identifiers.
Scheduling information, such as the time you book and the email used to confirm it.
3. How we use information
To respond to you, confirm and run your call, assess whether we can help, send educational material where you have agreed, measure and improve our advertising, and meet legal and regulatory obligations.
4. How we share information
We share information with service providers that help us operate, such as our form, scheduling, CRM, email/SMS and advertising platforms, only as needed to provide their services.
We do not sell your personal information.
5. Text messages and calls
If you provide your number and consent, we may contact you by call or text about your request. Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time or HELP for help. Consent is not a condition of any purchase.
6. Cookies and advertising
We use cookies and pixels, including the Meta Pixel, Google Ads and analytics tools, to measure visits and advertising. You can opt out via your browser settings, Meta ad preferences (facebook.com/adpreferences), Google Ads Settings (adssettings.google.com) and the Google Analytics opt-out add-on.
7. Your choices and rights
Depending on where you live, including under the CCPA or GDPR, you may have the right to access, correct, delete or limit the use of your personal information. To make a request, reply to any message you receive from us. We will not discriminate against you for exercising your rights.
8. Retention and security
We keep information only as long as needed for the purposes above or as required by law, and use reasonable administrative, technical and physical safeguards to protect it.
9. Children and scope
This site is intended for adults 18 and older in the United States. We do not knowingly collect information from children.
10. Changes
We may update this policy from time to time. Changes take effect when posted on this page.