Privacy Policy

1. Overview

Annuity Index provides educational information about annuity categories and helps consumers connect with independent financial professionals appropriately licensed for their state. This policy applies to information collected through our website, forms, surveys, appointment tools, email, and related communications.

2. Information We Collect

Depending on how you use our services, we may collect:

• Contact information, such as your name, email address, telephone number, state, and ZIP code.
• Questionnaire information, including age range, retirement objectives, timing, product interests, and an approximate amount you may be considering.
• Appointment information, including requested dates, times, assigned professional, meeting status, and related notes.
• Communications you send to us or participating professionals.
• Technical information, such as IP address, browser, device, referring page, pages viewed, and cookie or analytics data.

Please do not submit account numbers, Social Security numbers, passwords, or other sensitive financial credentials through our website or questionnaires.

3. How We Use Information

We may use information to:

• Provide educational comparison tools and respond to requests;
• Match and connect you with a participating professional licensed for your state;
• Schedule, confirm, administer, reschedule, or follow up on appointments;
• Send service-related communications and marketing communications where permitted;
• Operate, measure, secure, troubleshoot, and improve our website and services;
• Prevent fraud, enforce our terms, and comply with applicable law.

4. How We Share Information

We may disclose information to:

• Participating financial professionals and firms so they may respond to your request and evaluate which products or strategies may be appropriate;
• Service providers that support hosting, analytics, communications, scheduling, video meetings, customer relationship management, security, and other business functions;
• Government authorities or other parties when required by law, necessary to protect rights or safety, or needed to investigate misuse;
• Successors or transaction participants in connection with a merger, financing, acquisition, reorganization, or sale of assets.

We do not sell personal information for money in the ordinary meaning of “sell.” Certain state privacy laws may define some advertising or data-sharing practices more broadly; where applicable, you may have additional rights described below.

5. Compensation Disclosure

Consumers do not pay Annuity Index a direct fee to use our educational website or request an introduction. A participating financial firm may pay Annuity Index a fixed marketing fee for arranging a qualified booked appointment. That fee is not contingent upon whether you purchase an annuity or another financial product.

Participating professionals and firms are independent of Annuity Index and are responsible for their own licensing, recommendations, disclosures, services, and regulatory obligations.

6. Cookies and Analytics

We and our service providers may use cookies, pixels, local storage, and similar technologies to keep the website functioning, remember preferences, understand traffic, measure performance, and support advertising. Browser settings may allow you to block or delete cookies, although some features may not work correctly afterward.

7. Security and Retention

We use reasonable administrative, technical, and organizational safeguards designed to protect information. No internet transmission or storage system is completely secure, so we cannot guarantee absolute security.

We retain information for as long as reasonably necessary for the purposes described in this policy, to meet legal and operational obligations, resolve disputes, prevent fraud, and enforce agreements.

8. Choices and Privacy Rights

You may unsubscribe from promotional email using the link in the message. For text messages, follow the opt-out instructions provided in the message. Service-related communications may still be necessary to administer your request or appointment.

Depending on your state, you may have rights to request access, correction, deletion, portability, or information about certain disclosures, and to opt out of certain targeted advertising, sharing, or profiling. We may need to verify your identity before completing a request, and legal exceptions may apply.

To submit a request, email [email protected]. You may also use an authorized agent where permitted by law.

9. Children's Privacy

Our services are intended for adults and are not directed to children under 18. We do not knowingly collect personal information from children through the services. If you believe a child has provided information to us, please contact us so we can review and address the matter.

10. External Links

Our website may link to third-party websites or services. Their privacy and security practices are governed by their own policies, and we are not responsible for those practices.

11. Changes to This Policy

We may update this Privacy Policy periodically. The revised version will be posted on this page with a new effective date. Material changes may also be communicated through another reasonable method.

12. Contact Us

Questions or privacy requests may be directed to:

Annuity Index, LLC
Email: [email protected]
Website: annuityindex.com