This Privacy Policy explains how The Annuity Partner (“we,” “our,” or “us”) collects, uses, shares, and protects your personal information when you visit our website or interact with our advertising campaigns, including those run on platforms like Facebook.
We respect your privacy and are committed to protecting your personal data in accordance with applicable laws, including the California Consumer Privacy Act (CCPA).
1. Information We Collect
We collect the following personal information:
Contact Information: name, email address, phone number
Demographic Information: age, location, retirement status
Financial Interests: interest in annuities or retirement planning
Technical Data: IP address, browser type, device identifiers, and usage data
We collect this information when you:
Complete forms on our website
Interact with our ads (e.g., Facebook)
Subscribe to communications
Contact us directly
2. How We Use Your Information
Your data is used to:
Connect you with licensed financial advisors
Respond to your inquiries
Send you relevant information and marketing materials
Improve our services and advertising
Comply with legal obligations
3. Sharing Your Information
We may share your information with:
Licensed financial advisors or agencies for lead referrals
Service providers assisting with website and marketing operations
Regulatory or law enforcement authorities if required
We do not sell your personal information.
4. Your Privacy Rights (CCPA)
If you are a California resident, you have the right to:
Request disclosure of the personal information we collect and share
Request deletion of your personal information
Opt-out of the sale of your personal information (we do not sell data)
Not be discriminated against for exercising your privacy rights
To exercise your rights, please contact us at: marketing@theannuitypartners.com
5. Data Retention
We retain your personal information only as long as necessary for the purposes described, or as required by law.
6. Data Security
We implement reasonable technical and organizational measures to protect your information against unauthorized access, disclosure, or loss.
7. Cookies and Tracking Technologies
We use cookies and similar tools to analyze site traffic and personalize your experience. You can manage your cookie preferences through your browser settings.
8. Third-Party Advertising
Our advertising partners, including Facebook and Google, may use cookies and tracking technologies as described in their own privacy policies.
9. Children’s Privacy
Our services are not directed to individuals under 18 years old. We do not knowingly collect data from children.
10. Changes to This Privacy Policy
We may update this policy periodically. Please check the Effective Date above to see when it was last revised.
11. Contact Us
For questions or to exercise your privacy rights, contact us at:
The Annuity Partners
contact@theannuitypartners.com
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