Privacy Policy

Effective Date: January 1, 2025

At Exclusive Annuities, we are committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website or use our services.

Information We Collect

We may collect the following types of information:

Personal Information: Name, email address, phone number, and other contact details you provide when scheduling a consultation or contacting us.

Financial Information: Information about your retirement goals, financial situation, and investment preferences shared during consultations.

Usage Data: Information about how you interact with our website, including IP address, browser type, pages visited, and time spent on pages.

How We Use Your Information

We use your information to:

• Provide you with retirement planning consultations and services
• Respond to your inquiries and communicate with you
• Send you appointment reminders and follow-up communications
• Improve our website and services
• Comply with legal obligations

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information with:

• Insurance carriers when processing applications or quotes on your behalf
• Service providers who assist us in operating our website and conducting our business
• Legal authorities when required by law

Mobile Information Protection: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is 100% secure.

Your Rights

You have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information
• Opt-out of marketing communications

Cookies

Our website may use cookies to enhance your browsing experience. You can choose to disable cookies through your browser settings, though this may affect website functionality.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

Contact Us

If you have any questions about this Privacy Policy or how we handle your information, please contact us:

Exclusive Annuities
William Rapp, Founder & President
Email: [email protected]