Privacy policy

What we collect

When you request an estimate we collect what you enter: your name, email, phone number, state, age range, savings range, account types, retirement status, goals and marital status. We also record the page you came from, marketing tags in the link (UTM tags) and the date and time of your consent.

Like most websites, our hosting and analytics tools also collect basic technical data such as your browser type and the pages you visit.

We use Google Analytics (through Google Tag Manager) and Microsoft Clarity to understand which pages help readers. Clarity records how visitors scroll and click so we can improve the site. It hides what you type into form fields, and we do not use it to identify you. You can learn more in Microsoft's privacy statement at privacy.microsoft.com.

How we use it

• To prepare your estimate and contact you about it by phone, text or email, as you agreed.
• To share your request with a licensed financial or insurance professional who will prepare and review your estimate.
• To improve the site and measure which pages are helpful.

What we don't do

We don't sell your information to data brokers or list sellers. We don't ask for Social Security numbers or account numbers on this site.

Your choices

You can opt out of calls or texts at any time by saying so on a call or replying STOP to a text. You can ask us to delete your information through the contact details on our About page.

Security

Form submissions are sent over an encrypted connection and stored with access limited to the people who need them.

Changes

We'll update this page and its date if our practices change.