Privacy Policy · The Annuity Agency

Last updated: [DATE — replace before launch]

Note to Logan: This is a starter template. Before launch, either replace with a Termly / iubenda generated policy or have counsel review. B2B collection from producers is lower-risk than consumer, but you still want a real policy on file. The structure below is defensible as a placeholder.

Who we are

The Annuity Agency ("we," "us," "our") operates the website at annuity-agency.com and related subdomains. We provide qualified annuity appointment generation services to independent annuity producers. This policy explains how we handle information collected through our website and services.

What we collect

We collect information you provide directly through forms on our site, including:

Name, email address, and phone number when you complete our qualifier or book a call
Your licensed states, annual premium band, and years of production, provided in the qualifier
Any notes or additional context you share on the call or in follow-up communications

We also collect standard analytics data (page views, referrers, device type) via Google Analytics or a comparable tool. This data is aggregated and does not identify you individually.

How we use it

To determine whether you're a fit for our appointment generation services
To schedule and prepare for calls you book with us
To send you occasional producer-focused content if you opt in to our newsletter
To analyze site traffic and improve our marketing

Who we share it with

We share your information only with the tools we use to operate the business:

Our CRM (Go High Level, HubSpot, or equivalent) to manage the sales pipeline
Our email service provider for occasional communications
Our scheduling tool (Calendly) to book calls

We do not sell your data. We do not share it with third-party marketers, other agencies, or lead vendors.

Cookies and tracking

We use cookies for basic site functionality and analytics. If we run paid advertising, we may use Meta Pixel and Google Ads conversion pixels to measure ad performance. You can disable cookies in your browser settings at any time.

Your rights

You can request access to, correction of, or deletion of your data at any time by emailing hello@annuity-agency.com. We respond within 30 days. If you're a California or EU resident, additional rights apply under CCPA / GDPR.

Data retention

We retain your data as long as needed to serve you (or evaluate whether we can serve you) plus a reasonable window for follow-up. Typically 24 months from your last interaction with us. You can request earlier deletion.

Security

We use industry-standard encryption in transit (HTTPS) and rely on our vendors' security practices for storage. No system is perfectly secure. If a breach occurs affecting your information, we will notify you.

Changes

We may update this policy from time to time. Material changes will be posted on this page with an updated "Last updated" date.

Contact

Questions? Email us at hello@annuity-agency.com.