Legal

Privacy Policy

Last updated: October 7, 2026

This Privacy Policy describes how TheAnnuityTruth.com (“we,” “us,” or “our”) collects, uses, and shares information when you visit our website or request a Retirement Income Review. We are committed to being clear about what we collect and why.

Information We Collect

Information you provide directly. When you request a Retirement Income Review, you may share your first and last name, email address, phone number, an approximate retirement savings range, your retirement stage, any questions you'd like to discuss, and your selected appointment time. You are not required to share financial figures to request a review.

Information collected automatically. Like most websites, we may collect technical data such as your browser type, device information, approximate location derived from your IP address, pages visited, and the dates and times of your visits through cookies and similar technologies.

How We Use Your Information

To schedule, confirm, and follow up on your Retirement Income Review.
To respond to your questions and requests.
To improve the content, usability, and performance of the site.
To understand which topics and pages are most useful to visitors.
To comply with applicable legal obligations and to protect against fraud or misuse.

How We Share Your Information

We do not sell your personal information. We may share information with service providers who help us operate the site and manage scheduling and customer relationships, and who are bound by obligations to keep it confidential. We may also disclose information when required by law or to protect our rights or the safety of others.

Cookies and Similar Technologies

We use cookies and similar technologies to operate the site and analyze traffic. You can control or delete cookies through your browser settings, but disabling them may affect site functionality.

Data Retention

We retain personal information only as long as necessary to fulfill the purposes described in this policy and to meet legal or operational requirements.

Your Choices

You may decline to provide information, though doing so may limit your ability to request a review. You can request access to, correction of, or deletion of your personal information by contacting us through the details provided on this site.

Third-Party Links

The site may link to external resources for educational reference. We are not responsible for the privacy practices of third-party sites and encourage you to review their policies.

Security

We take reasonable measures to protect the information we collect. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Children's Privacy

The site is not directed to children, and we do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with a revised “last updated” date.

Educational content disclosure: The content on TheAnnuityTruth.com is educational and general in nature. It is not individualized investment, legal, or tax advice. Annuities are insurance products; product availability and features vary by carrier and jurisdiction, and guarantees are subject to the terms of the issuing insurance contract and the claims-paying ability of the issuing insurer. Annuity contracts are not FDIC insured, are not bank guaranteed, and are not a deposit or obligation of, or guaranteed by, any bank.