Email Contact

1(800)866-8780 – Privacy Policy

As a trusted financial services firm we believe protecting your privacy is paramount. All members of our firm are committed to following policy.

What information is collected?

We only collect general contact information that you provide along with any questions you submit through our website by email. This allows our experts to contact you at your preferred method of contact and follow up with the information that you desire. We will only collect more detailed personal information by phone, if after speaking with an expert, you decide you would like to know if an annuity is suitable for your situation, or you would like to proceed with an application. This personal information will only be shared with the insurance company you and your expert have selected together in the event you decide to proceed with an application.

Will sell my personal information?


When will you send my personal information to an insurance company?

We will only share your information with the Insurance company selected by you after you have decided to proceed with an application.

Will provide my email address to Third Parties?


Legal Disclaimer

When by judicial proceeding, court order, or legal process served upon we reserve the right to share your personal information to comply with the law.

Additional Questions

If you have any additional questions regarding our safeguarding of your privacy, please contact us at 1(800) 866-8780.

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