Speak with a Registered Agent: 1-866-223-2121

Speak with a Registered Agent: 1-866-223-2121

Privacy Policy

This Privacy Policy describes the personal data collected or processed when you use Annuity FYI’s website(s). It also explains how your personal data is used, shared and protected, what choices you have relating to your personal data, and how you can contact us.

We may ask you for certain personal data to provide you with information you request. The personal data may include your name, email, address, telephone number, and financial products you own or are interested in.

We use your personal data in the following ways:

  • to provide you with information you request;
  • to communicate with you about news or events you may be interested in;
  • to refer you to unaffiliated financial professionals to assist you;>
  • to understand user behavior or preferences;
  • to organize and present information on our website.

Your personal information is not shared with third parties except it may be shared with unaffiliated financial professionals we refer you to for purpose of addressing your individual financial situation.

When interacting with our website, certain data is automatically collected from your device or web browser. This data includes: Device IDs, call state, network access,; and Cookies, IP addresses, referrer headers, data identifying your web browser and version, and web beacons and tags.

We do not knowingly collect personal information online from children under the age of 13.

If you fill in one of our online forms and request to be put on our e-mail list, we will from time-to-time send you Annuity FYI-related notices of new annuity product alerts, articles on annuities, and annuity-related investor opportunities in which we think you may be interested. At any time you may remove your name from our mailing list by clicking UNSUBSCRIBE at the bottom of the e-mail, or by replying to the e-mail. Once you Unsubscribe, you will never receive future mailings. Please do NOT report the e-mail as SPAM to your local ISP — this will not remove you from our mailing list.

User data is securely stored by Annuity FYI.

Thank You,

Information Request Form

If you have questions or would like more information, please complete this form and a licensed professional will be happy to help.