Privacy Policy

This website is operated by a licensed, insurance-only producer based in Georgia ("we", "us"). We provide educational retirement income planning and offer fixed and fixed indexed annuities and related insurance products. This policy covers this website, our forms, our scheduler and the calls that follow.

Privacy questions and requests: write to 860 Duluth Hwy, Suite 143-19, Lawrenceville, GA 30043, or email MISSING — client to supply: privacy contact email.

Information you give us: what you enter in our forms (such as name, email, phone, age range, state, and approximate retirement savings) and notes we take during calls with you.

Information collected automatically: IP address, device and browser type, pages viewed, referring page, and advertising click identifiers such as fbclid, gclid and UTM parameters.

Scheduling information: the time you book, the email used to confirm it, and any reschedule or cancellation.

• To respond to you, confirm your booking and run your call.
• To understand your situation and assess whether our services are a fit.
• To send educational material, where you have agreed to receive it.
• To measure and improve our advertising.
• To meet our legal, licensing and regulatory obligations.

We share information only with service providers that help us operate: our form and lead-management tool, our scheduling tool (Calendly), our email and text-message providers, our video-call provider (Zoom), and advertising platforms such as Meta and Google. If you move forward with a product, the information needed for an application is shared with the issuing insurance carrier.

We do not sell your personal information, and we do not share it for cross-context behavioral advertising beyond the advertising measurement described below.

By submitting your phone number and checking the consent box, you agree that we may contact you by call or text (including through automated technology) about your request and booking. Consent is not a condition of any purchase. Message frequency varies, typically a few messages per booking. Message and data rates may apply. Reply STOP to opt out at any time, or HELP for help.

We use cookies and similar technologies, including the Meta Pixel, Google Ads tags and analytics tools, to understand how visitors use the site and measure ad performance.

You can opt out through your browser's cookie settings, Meta ad preferences, Google Ad Settings, the Google Analytics opt-out, or the DAA opt-out page.

Depending on where you live, including California under the CCPA/CPRA and, where applicable, the GDPR, you may have the right to know what we hold about you, to access, correct or delete it, to opt out of targeted advertising, and to not be discriminated against for exercising these rights.

To make a request, contact us using the details in section 1. We will verify your identity and respond within the time required by law. You may use an authorized agent.

We keep personal information only as long as needed for the purposes above, or longer where insurance and record-keeping rules require it. We use reasonable administrative, technical and physical safeguards, but no method of transmission or storage is completely secure.

This website is intended only for adults aged 18 or older in the United States. We do not knowingly collect information from children under 13. Our services are not offered in New York or Pennsylvania.

We may update this policy from time to time. The effective date at the top shows when it was last changed. Material changes will be posted on this page before they take effect.