Privacy policy

Summary

AnnuityMatchPro respects your privacy. This policy explains what information we collect, how we use it, who we share it with, and the choices you have. The plain-English summary: we collect minimal information when you browse the site, more when you voluntarily submit a contact form, and we share submitted information only with the licensed insurance professionals you ask us to connect you with.

Information you provide directly

When you voluntarily complete a contact form on this site (such as the form at /get-matched requesting an introduction to a licensed advisor), we collect the information you provide. This typically includes name, email address, phone number, U.S. state of residence, age range, retirement asset information you choose to share, and any notes about your situation. You decide what to provide. Required fields are marked on the form.

Information collected automatically

When you browse this site, we automatically collect technical information including:

• IP address and approximate location derived from it
• Browser type and version
• Operating system
• Pages visited, time spent, and navigation paths within the site
• Referring website that brought you to us
• Device type (desktop, tablet, mobile)

This information is collected via standard server logs and analytics tools. It is not personally identifiable on its own.

Cookies and tracking technologies

We use cookies and similar technologies for the following purposes:

• Functional cookies. Required for the site to operate (e.g., remembering which calculator inputs you used during a session).
• Analytics cookies. Help us understand how visitors use the site. Tools may include Google Analytics, PostHog, or similar.
• Advertising cookies. If you visited the site via a paid ad campaign (e.g., Meta Ads), Meta Pixel or similar tools track conversions for the campaign. These cookies are placed by third parties and subject to their privacy policies.

You can control cookies through your browser settings. Disabling functional cookies may prevent parts of the site from working correctly.

How we use information

We use the information we collect for the following purposes:

• To respond to inquiries you submit through contact forms
• To introduce you to licensed insurance professionals when you request that introduction
• To improve the site, its content, and the user experience
• To measure the effectiveness of advertising campaigns
• To detect and prevent fraud, abuse, and unauthorized access
• To comply with applicable laws, regulations, and legal process

Sharing with third parties

We share your information only in specific, limited circumstances:

• Licensed insurance professionals. When you complete a contact form requesting an introduction, we share the information you provided with one or more state-licensed insurance professionals who can assist you. These professionals operate under their own privacy practices and applicable insurance regulations.
• Service providers. Vendors who help us operate the site (web hosting, analytics, email delivery, form processing, CRM, SMS verification) may access certain information to perform their functions. These vendors are bound by contract to protect your information and use it only for the purposes we authorize.
• Legal compliance. We disclose information when required by law, court order, subpoena, or to protect the rights, property, or safety of AnnuityMatchPro, our users, or others.
• Business transactions. If we are involved in a merger, acquisition, sale of assets, or bankruptcy, information may be transferred as part of that transaction.

We do not sell your personal information to data brokers or unrelated third parties.

TCPA consent for phone contact

By providing a phone number on a contact form on this site, you expressly consent to receive telephone calls, SMS text messages, and pre-recorded messages from AnnuityMatchPro and the licensed insurance professionals we connect you with. These communications may use automatic telephone dialing systems. Consent is not a condition of any purchase. Standard message and data rates may apply. You may opt out at any time by replying STOP to any text message, by asking to be removed during a call, or by contacting us in writing.

Data retention

We retain your information for as long as needed to fulfill the purposes described in this policy, comply with legal obligations, resolve disputes, and enforce agreements. Contact form submissions are typically retained for 7 years for compliance and audit purposes. Analytics data is typically retained for 2 years. You may request deletion of your personal information at any time, subject to legal retention requirements.

Security

We implement reasonable administrative, technical, and physical safeguards to protect personal information. No security measure is 100% effective. By using this site, you acknowledge the inherent risk of internet-based information transmission.

Your rights

Depending on your state of residence, you may have specific rights regarding your personal information, including:

• The right to access personal information we hold about you
• The right to correct inaccurate information
• The right to request deletion of your personal information
• The right to opt out of certain processing
• The right to opt out of "sale" or "sharing" of personal information (California, Virginia, Colorado, and similar state laws)
• The right to non-discrimination for exercising these rights

To exercise these rights, contact us via the form at /get-matched. We will respond within the time required by applicable law.

Children's privacy

This site is intended for adults age 18 and older, primarily individuals approaching or in retirement. We do not knowingly collect personal information from children under 13. If we learn that we have collected information from a child under 13, we will promptly delete it.

California privacy disclosures

For California residents, additional disclosures apply under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA). In the past 12 months, we may have collected categories of personal information including identifiers (name, email, phone), commercial information (services requested), internet activity (browsing data), geolocation (IP-based), and inferences drawn from this data. We do not sell personal information for monetary consideration. We do share data with insurance professionals and service providers as described above. California residents have the right to know, delete, correct, and opt out of certain sharing.

Changes to this policy

We may update this policy from time to time. Material changes will be noted with an updated "Last updated" date at the top. Continued use of the site after changes constitutes acceptance of the updated policy.

Contact

For privacy-related questions, requests, or complaints, contact us through the form at /get-matched.