Privacy Policy

Last updated: August 3, 2026

Introduction

The Annuity Checkup respects your privacy. This Privacy Policy explains what information we collect when you visit our website or request a complimentary annuity review, how we use that information, and the choices you have about your data.

Information We Collect

When you complete a form on our website to request a complimentary annuity review, we may collect the following information:

• Your first and last name
• Email address
• Phone number
• Information about your annuity, including the approximate current value

We collect this information only when you voluntarily provide it to us.

How We Use Your Information

We use the information you provide to:

• Respond to your request for a complimentary annuity review
• Schedule a phone or video meeting with a licensed financial advisor
• Communicate with you about your review, appointment reminders, and follow up
• Send educational information related to annuities and retirement planning, when requested
• Improve our website and the services we offer

Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to improve your browsing experience, analyze website traffic, and understand how visitors interact with our site. You can adjust your browser settings to refuse cookies, though some features of the website may not function properly as a result.

Analytics

We may use third party analytics tools to understand how visitors use our website. These tools collect information such as pages visited, time spent on the site, and general location data. This information is used in aggregate form and does not identify you personally.

Third Party Services

We may use trusted third party services to help operate our website, schedule appointments, send communications, and manage leads. These providers are contractually obligated to protect your information and use it only for the purposes we authorize. We do not sell your personal information to third parties for marketing purposes.

Calendly Scheduling

If you choose to schedule a meeting through our Calendly links, you will be directed to Calendly's platform. Calendly may collect information such as your name, email address, and phone number in accordance with its own privacy policy. We encourage you to review Calendly's privacy policy before scheduling.

Email Communications

By providing your email address, you consent to receive email communications from us related to your annuity review request, appointment details, and educational content. You can unsubscribe from marketing or informational emails at any time by clicking the unsubscribe link included in those emails.

SMS Communications

By providing your phone number, you consent to receive text messages from The Annuity Checkup. Messages may include appointment confirmations, reminders, responses to your inquiries, follow up communication, and occasional educational or promotional messages. Message frequency varies. Message and data rates may apply. You can reply STOP at any time to unsubscribe or HELP for assistance. Please see our SMS Messaging Policy for more details.

Data Security

We take reasonable precautions to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Your Rights

You have the right to access, update, or request deletion of the personal information we have collected about you. To exercise these rights, or if you have questions about how your information is used, please contact us using the information below.

Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us.

The Annuity Checkup
c/o Ensemble Wealth Management
Phone: (760) 341-8932 Ext. 109