1. Introduction
Annuity Resolution respects your privacy. This Privacy Policy explains what personal information we collect through this website, how we use it, who we share it with, and the choices you have. By using this website, you agree to the collection, use, storage, and disclosure of your personal information as described in this policy.
2. Collection of Personal Information
Voluntary submission. You can browse this website without giving us personal information. Some features ask for details such as your name, email address, phone number, state, postal address, and information about your annuity. Examples are requesting our guide, booking a consultation, and using the chat.
How we gather information. We collect information directly, through forms, chat, phone calls, text messages, and email. We also collect it indirectly, through cookies and similar technologies. Cookies identify your browser by a number and help the website work better for you. They do not tell us your name.
3. Use of Personal Information
Responding to you. We use the information you give us to answer your questions, send materials you asked for, and schedule and hold consultations.
Improving the website. The information we gather helps us see how the website is used, fix what does not work, and show content that fits your interests.
Communication. With your consent, we may use your personal information to send you updates, articles, newsletters, and event invitations.
4. Sharing of Information
We do not sell your personal information. We use it to serve you. We share it with affiliated companies and service providers that act on our behalf, and only as needed for the work they do for us. That work includes intake, customer service, scheduling, document handling, messaging, and website hosting.
Advertising and analytics. We use advertising and analytics tools from companies such as Meta, Google, and Microsoft. These tools use cookies and similar technologies to collect device and click information so we can measure how our advertising performs.
Other disclosures. We may disclose personal information to investigate fraud, as part of a business reorganization, or when the law requires it.
Text messaging data. We do not share mobile phone numbers, text messaging opt-in data, or text messaging consent with third parties or affiliates for marketing or promotional purposes.
5. Security Measures
We protect your personal information with industry-standard technology and security procedures. Our measures include:
- Access controls. Only authorized people who need personal information to do their work can reach it.
- Staff training. Employees are trained on our privacy and security policies.
- Physical security. Paper copies are kept in secure storage.
- Data encryption. Information is encrypted when it is transmitted.
- Firewalls. Firewalls block unauthorized access attempts.
- Regular testing. We review our security procedures on a regular schedule.
- Third-party oversight. Contractors and service providers must meet our security standards.
6. Updates to Privacy Policy
We may update this Privacy Policy to reflect changes in how we handle information. Changes are posted on this page with a new revision date.
7. State Privacy Rights, Including the California Consumer Privacy Act (CCPA)
If you live in California or another state with a consumer privacy law, you may have the right to ask what categories and specific pieces of personal information we have collected about you, to ask us to correct it, and to ask us to delete it. You may also ask us not to share your personal information for advertising. To make a request, email us at [email protected]. We will not treat you differently for making one.
8. Opting Out and Contact Information
Marketing database. To be removed from our marketing database, email us at [email protected].
Telephone data. We follow the Federal Trade Commission's Do Not Call Registry. To register a number, visit www.donotcall.gov.
Contact us. For questions about this Privacy Policy or your visit to our website, email us at [email protected].
9. Automatically Collected Information
When you visit, we collect and temporarily store certain information for site management and security. This includes your internet domain, IP address, browser type, and the pages you visit. Inside our organization, only authorized people who need this information see it.
10. Personally Identifiable Information
We do not collect personally identifiable information unless you choose to give it to us. We use it to fulfill your request or answer your question, and we get your consent before using it for anything else.
11. Information Collected for Tracking and Customization (Cookies)
We use session cookies and persistent cookies for technical and analytical purposes. You can turn cookies off in your browser. Some parts of the website may not work as well without them.
12. Text Messages
If you give us your mobile number and agree to receive text messages, we may text you about your request, appointment confirmations and reminders, and follow-up about our services. Message frequency varies. Message and data rates may apply. Reply STOP at any time to stop receiving texts, or reply HELP for help. Your consent to receive text messages is not a condition of using our services.
13. Phone Calls and Chat
Calls with us may be recorded and transcribed for quality and record keeping. The chat on this website is automated, and chat conversations are stored.
14. Information You Provide as a Client
If you become a client, the information you give us is also governed by your engagement agreement and by the rules of professional conduct that apply to attorneys, including the duty of confidentiality.
By continuing to use our website, you acknowledge and consent to the practices described in this Privacy Policy.