EFFECTIVE DATE: AUGUST 23, 2026
Effective Date: August 23, 2026
We do NOT collect Social Security numbers or account numbers on this site.
When you request a quote or contact us, we collect basic personal data to provide accurate services. This includes your name, email address, phone number, device information, IP address, and Meta Pixel data to improve your experience.
Your information is used strictly to deliver the retirement-planning quotes and insurance services you requested. We use it to communicate with you, verify your identity, and ensure our website functions securely.
We keep your personal information only as long as necessary to fulfill the purposes outlined above and to comply with legal and regulatory obligations.
We do not sell, rent, or share your personal information - including your mobile phone number and your SMS consent - with third parties or affiliates for their own marketing purposes. Text messaging opt-in data and consent will never be shared with any third party.
We are dedicated to transparency and giving you control over your personal information.
California residents may request to know what personal data is collected, ask for its deletion, and opt out of its sale or sharing at any time.
We safeguard your non-public financial information strictly in accordance with the Gramm-Leach-Bliley Act, ensuring your data is protected and secure.
You maintain the right to review, update, or remove the information we have on file. Please direct these requests to our primary contact channels.
Have a question about how we handle your data? Reach out directly. We're committed to personal service and full compliance.
+1 (678) 643-4370