OUR PRIVACY POLICY

Your information is safe with us
It's important for you to trust companies you deal with, that’s why we're committed to keeping your personal information secure, and confidential. 

We may gather information about you from:

• Your rate quote form submission results
• Information about you from consumer reporting agencies, unless you request that your information not be shared;
• Companies that provide consumer data as a service or product.

Protecting Your Information
We protect your personal data with electronic safeguards,making sure that we abide by applicable federal security standards. We regularly review our processes and keep abreast of new technology.

In addition, we require all outside firms and agencies we use that help us with any part of our business, including servicing and data processing, and all companies with which we enter into joint marketing agreements, to maintain the confidentiality of your information in accordance with this Privacy Policy and to comply with all applicable laws.

Share of information
Only as follows:

• With companies that we hire to perform necessary account-servicing functions.
• Nonaffiliated companies to help us communicate with you, or to offer you other products and services.
• With a company with which we have a joint-marketing agreement to offer you a product or service.
• To government regulators, law enforcement agencies, in connection with a fraud investigation, or in response to a subpoena or legal process.
• With a proposed or actual sale, securitization, transfer, merger, or exchange of all or a portion of our business.
• Please note that you cannot instruct us not to share information for the five purposes noted above.
• This information sharing is essential for account maintenance.

This Privacy Policy and our practices are subject to change. As significant changes occur, we will update this policy from time to time.

OPT OUT NOTICE
You may "Opt Out" -- that is, you may direct us not to make disclosures to third parties (except as permitted by law) – by e-mailing us at: service@financialplanningwiz.com. If you choose any of these options, you may not hear about future product or service offerings that may be of interest to you.

To learn more, fill out our online Annuity rate quote forms! Or you can fill out the form on this site and receive a call from a certified financial planner to help you with your needs, free and with no obligation.