Privacy Policy

Last Updated: 12/20/2025

1. Introduction

Annuityverse LLC (“Annuityverse,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, communicate with us, or engage with our services.

By accessing or using this website, you consent to the data practices described in this Privacy Policy.

2. Information We Collect

We may collect personal information from you in a variety of ways, including when you visit our website, complete forms, schedule appointments, download resources, or communicate with us.

Information we may collect includes:

 

• • Full name

• • Email address

• • Phone number

• • Mailing address

• • Age, age range, or date of birth

• • Financial goals or retirement-related information you voluntarily provide

• • IP address, browser type, device information, and website usage data

We do not knowingly collect personal information from children under the age of 18.

3. How We Use Your Information

 

• • We use the information we collect to:

• • Respond to your inquiries and requests

• • Schedule and conduct consultations

• • Provide educational content related to annuities, retirement income planning, and asset protection strategies

• • Deliver requested materials, newsletters, or updates

• • Improve website functionality and user experience

• • Comply with legal, regulatory, and compliance obligations

• • Communicate via phone, email, or text message, consistent with your consent

4. Text Messaging & Email Communications

By providing your phone number or email address, you expressly consent to receive communications from Annuityverse, including appointment confirmations, follow-ups, educational information, and marketing messages.

Message and data rates may apply.

You may opt out of text messages at any time by replying STOP.

You may unsubscribe from email communications by clicking the unsubscribe link included in each email.

Consent to receive communications is not a condition of purchasing any product or service.

5. Sharing of Information

We do not sell, rent or share your personal information.

Phone numbers collected and Opt-In consent received will not be shared with 3rd-party providers.

We may share your information with:

Service providers who assist with website hosting, CRM systems, appointment scheduling, marketing, or communications

Insurance carriers or licensed professionals, when necessary to evaluate products or services you request

Regulatory or legal authorities, if required by law

All third-party service providers are expected to maintain appropriate safeguards to protect your information.

6. Cookies & Tracking Technologies

Our website may use cookies, pixels, and similar technologies to:

Analyze website traffic and usage patterns

Improve marketing effectiveness

Enhance user experience

You may disable cookies through your browser settings, though doing so may limit certain website features.

7. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information. However, no data transmission over the internet or electronic storage system can be guaranteed to be 100% secure.

8. Financial Information Disclaimer

Information provided through this website is for educational purposes only and does not constitute individualized financial, legal, or tax advice. Submission of information through this site does not create an advisor-client relationship.

9. Your Privacy Rights

Depending on your state of residence, you may have the right to:

Request access to the personal information we have about you

Request correction or deletion of your information

Opt out of certain communications

To exercise these rights, contact us using the information on this site.

10. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies.