Legal
Privacy Policy
How we collect, use, and protect the information you share with us.
Information we collect
When you submit a form or book a call we collect the details you provide — typically your name, email address, phone number, and any context you share about your retirement situation. We also collect standard technical information such as pages viewed, referring source, and campaign parameters from advertising links, so we can understand which content is useful.
How we use it
We use your information to respond to your request, schedule and prepare for your consultation, send the educational material you asked for, and improve this website. We do not sell your personal information.
Who we share it with
We share information only with service providers that help us operate — our scheduling, form, email, and analytics providers — and where required by law or regulation. These providers are permitted to use the information only to deliver their service to us.
Cookies and tracking
This site uses cookies and similar technologies, including analytics and advertising pixels, to measure traffic and the performance of our campaigns. You can block or delete cookies in your browser settings; some parts of the site may not work as intended if you do.
Your choices
You can ask us to correct or delete the information we hold about you, or unsubscribe from our emails at any time using the link in any message. Email hello@modernannuityguru.com and we will action the request.
Security and changes
We take reasonable steps to protect the information we hold, though no method of transmission over the internet is completely secure. We may update this policy from time to time; the version published here is the current one.