Privacy
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What we collect
When you answer our questions online we collect what you type in: your first name, email, phone number if you give one, and your answers about age range, state, savings range, monthly bills and expected income. We also record the page you came from and basic device information.
How we use it
We use it to show you your results, to send you a copy, and to contact you about retirement income options if you asked us to. If you gave a phone number and ticked the consent box, we or a licensed insurance professional working with us may call or text you.
Who we share it with
We share your information with licensed insurance professionals who can help you, and with the service providers that run our website, email and phone systems. Name the partner or partners here once they are set. We do not sell your information to data brokers.
Calls and texts
You can stop texts at any time by replying STOP. You can ask us to stop calling at any time, on the call or by emailing us. Consent to calls or texts is never a condition of buying anything.
Cookies and ads
We use cookies and similar tools from advertising and analytics providers, such as Google and Meta, to measure which ads bring people to this site. Update when tracking tags are installed.
Your choices
You can ask us to show you, correct or delete the information we hold about you. Add contact email and mailing address.