California Consumer Privacy Act (CCPA) Notice

Effective date: August 20, 2026

This CCPA notice applies to California residents and supplements the information in the rest of this Privacy Policy.

Categories of Personal Information We Collect: identifiers (such as your name, email address, and phone number), and information you provide through our website — including contact forms, calculators, and consultation requests. We do not knowingly sell the personal information of minors under 16 years of age.

How We Use and Share Your Information: We use the information you provide to respond to your inquiries and connect you with licensed insurance professionals who can discuss retirement, annuity, and insurance options with you. We may share your information with licensed insurance carriers or partners for this purpose. We do not sell your personal information for monetary compensation.

Your California Privacy Rights: If you are a California resident, you have the right to: know what personal information we collect, use, and share; request deletion of your personal information; correct inaccurate personal information; opt out of the sale or sharing of your personal information; and not be discriminated against for exercising these rights.

How to Exercise Your Rights: To exercise any of these rights, please contact us at [email protected]. We will verify your request and respond within the timeframe required by law.

Contact Us: If you have questions about this CCPA notice, please contact us at [email protected].