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Privacy Policy

A legal disclaimer

At Annuity Partners, we are committed to protecting your privacy and ensuring the security of your personal and financial information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your data when you engage with our retirement planning services. By using our services, you agree to the terms of this policy.

1. Information We Collect

We collect both personal and non-personal information to provide and enhance our retirement planning services.

a. Personal Information

Personal information includes details that identify you or can be used to contact you, such as:

  • Full name

  • Date of birth

  • Social Security Number (SSN) or Tax Identification Number (TIN)

  • Mailing address, email address, and phone number

  • Financial account details

  • Income and retirement savings information

  • Employment details

  • Investment preferences and risk tolerance

  • Any other information you provide to us in the course of our services

b. Non-Personal Information

Non-personal information may include:

  • Browser type and version

  • IP address

  • Website usage data through cookies and tracking technologies

  • Device information

2. How We Collect Your Information

We collect information in several ways, including:

  • When you complete forms on our website or in person

  • Through phone calls, emails, or other communications

  • From third-party financial institutions and investment platforms

  • From publicly available sources and regulatory agencies

  • Automatically through website tracking technologies such as cookies and analytics tools

3. How We Use Your Information

We use your information to:

  • Provide personalized retirement planning and financial advisory services

  • Process transactions and manage your accounts

  • Communicate with you regarding your financial plan, investment options, and policy updates

  • Improve our services and website functionality

  • Ensure compliance with legal and regulatory requirements

  • Prevent fraud and unauthorized transactions

  • Conduct market research and analytics (aggregated and anonymized data only)

4. Sharing and Disclosure of Your Information

We do not sell your personal information. However, we may share your data with:

  • Service Providers: Third-party vendors who assist in processing transactions, account management, IT services, and compliance monitoring.

  • Financial Institutions: Banks, insurers, or investment firms where transactions or account management is required.

  • Legal and Regulatory Authorities: If required by law, court order, or regulatory obligations.

  • Business Transfers: In the case of a merger, acquisition, or business restructuring, your information may be transferred to the new entity.

  • With Your Consent: In cases where you have provided explicit authorization.

5. Data Security and Protection

We implement industry-standard security measures to safeguard your personal and financial information, including:

  • Encryption: Secure encryption protocols to protect sensitive data.

  • Access Controls: Restricted access to personal information based on need-to-know principles.

  • Firewalls and Security Software: To prevent unauthorized access and cyber threats.

  • Regular Security Audits: Routine assessments to detect vulnerabilities and improve security measures.

Despite our best efforts, no method of transmission over the internet or electronic storage is 100% secure. We encourage clients to take precautions when sharing sensitive information.

6. Your Rights and Choices

You have the following rights regarding your personal information:

  • Access and Correction: Request access to your personal data and correct any inaccuracies.

  • Opt-Out of Marketing Communications: You can unsubscribe from our promotional emails at any time.

  • Data Deletion: Request deletion of your personal data where applicable by law.

  • Restrict Processing: Request limitations on how we process certain types of data.

  • Withdraw Consent: Where consent is required, you can withdraw it at any time without affecting previous lawful processing.

To exercise any of these rights, please contact us using the details provided below.

7. Retention of Your Information

We retain your personal information only as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce agreements. Once no longer required, we securely delete or anonymize your data.

8. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to improve user experience and collect analytics. You can manage cookie preferences through your browser settings.

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices and encourage you to review their policies.

10. Updates to This Privacy Policy

We may update this policy from time to time. Any changes will be posted on our website with an updated effective date. We encourage you to review this policy periodically.

11. Contact Us

For any questions, concerns, or requests regarding this Privacy Policy, please contact us at:

Annuity Partners

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