SMS Messaging Policy

Last updated: August 3, 2026

Your Consent

By providing your phone number on our website, you agree to receive text messages from The Annuity Checkup. Your consent is voluntary, and you are not required to provide a phone number to access our website.

Types of Messages You May Receive

Messages may include:

• Appointment confirmations
• Appointment reminders
• Responses to your inquiries
• Follow up communication
• Occasional educational or promotional messages

Message Frequency

Message frequency varies based on your interaction with us. You may receive a higher number of messages while scheduling or preparing for your review, and fewer messages afterward.

Message and Data Rates

Message and data rates may apply. Check with your carrier for details. Message and data rates may apply depending on your wireless carrier and plan. The Annuity Checkup is not responsible for any charges you may incur from your mobile provider.

How to Opt Out

You can stop receiving text messages at any time by replying STOP to any message you receive from us. After you send STOP, we will send you a confirmation message and you will no longer receive SMS communications from us, except for any messages required by law.

How to Get Help

If you need assistance with text messaging from The Annuity Checkup, reply HELP to any message you receive, or contact us directly at (760) 341-8932 Ext. 109.

Consent Is Not a Condition of Purchase

Your agreement to receive text messages is not a condition of purchasing any goods or services. You may request a complimentary annuity review without consenting to SMS communications.

No Sale or Sharing of Consent

We do not sell or share your SMS consent, or your phone number, with third parties for their own marketing purposes. Your information is used only by The Annuity Checkup and the licensed financial advisors conducting your review.

Contact Us

If you have any questions about our SMS messaging practices, please contact us.

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