Privacy policy
Last updated October 20, 2026
What we collect
Your quiz answers (age range, retirement timing, approximate savings range, where your money is held, your main concern, and timeline), and the contact details you enter: name, email, mobile phone, and state. We also record the date, time, IP address, browser, and the exact consent wording you agreed to, along with which page or video link brought you here.
How we use it
To show and email your Retirement Income Profile, to send a short series of educational emails, and, if your situation may be a fit, to have a licensed insurance professional we work with contact you by phone, text, or email about retirement income and annuity options. We use the referral information to understand which of our videos and pages are helpful.
Who we share it with
We share your information only with a licensed insurance professional we work with, the licensed insurance professional we work with, and with service providers that help us run this site (hosting, database, email, text messaging, and scheduling), who may use it only to provide those services. We do not sell your information or share it with lead lists or other agents.
Your choices
Click “unsubscribe” in any email to stop emails. Reply STOP to any text to stop texts. To have your information deleted, email us using the address in our emails and we’ll remove it, except for the consent record we’re required to keep.
Security
Your information is stored in an encrypted database that is not accessible from the public internet. Access is limited to the people who need it to help you.
Children
This site is intended for adults and is not directed to anyone under 18.