Privacy Policy

Last updated: April 24, 2026

This Privacy Policy explains how Annuity Match Pro ("we," "us," or "our") collects, uses, and shares information when you visit annuitymatchpro.com (the "Site") or submit a form to request to be matched with a licensed insurance specialist (the "Service"). By using the Site or Service, you agree to the terms of this Privacy Policy.

1. Who We Are

Annuity Match Pro is an advertising and lead-matching service. We are not an insurance company, insurance agency, broker-dealer, registered investment adviser, or law firm. We do not sell insurance products and do not provide insurance, financial, tax, or legal advice. By submitting your information, you are requesting to be contacted by one or more licensed insurance agents or agencies in our matching network.

2. Information We Collect

Information You Provide

When you complete the form on our Site, we collect information you submit, including:

• Your first name
• Email address
• Phone number
• Age range
• Approximate investable net worth
• Retirement timeline
• Any other information you choose to provide

Information Collected Automatically

When you visit the Site, we automatically collect certain information, including:

• IP address
• Browser type and version
• Device type and operating system
• Pages viewed and time spent
• Referring website and UTM campaign parameters
• Advertising click identifiers (such as Facebook's fbclid and Google's gclid)
• Date and time of your visit
• Consent language shown to you at the time of submission

We use cookies and similar technologies (including the Meta Pixel and, if enabled, Google Analytics) to collect this information. You can control cookies through your browser settings.

3. How We Use Your Information

We use the information we collect to:

• Match you with one or more licensed insurance agents or agencies in our network based on the information you submit
• Contact you by phone (including autodialed calls and prerecorded voice messages), email, and SMS text regarding fixed indexed annuities and related insurance products
• Respond to your inquiries and requests
• Maintain records of your consent for legal and compliance purposes
• Improve our Site and services
• Measure and optimize our advertising campaigns
• Comply with legal obligations and defend legal claims

4. How We Share Your Information

With Licensed Agents in Our Matching Network

We share the information you submit with one or more licensed insurance agents or agencies in our matching network so that they can contact you and provide the information you requested. Agents in our network are independent and are not employed by, controlled by, or affiliated with Annuity Match Pro.

With Service Providers

We share information with third-party service providers that help us operate our Site and Service, including hosting providers, analytics providers, email and SMS delivery providers, and workflow automation tools (such as Zapier). These providers are authorized to use your information only as necessary to provide services to us.

For Legal Reasons

We may disclose information if required by law, subpoena, court order, or other legal process, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others.

Compensation

Annuity Match Pro may receive compensation from agents or agencies for matches, which may influence which agents you are matched with. Not all available products, agents, or carriers in your state are represented in our network.

5. Consent to Communications (TCPA)

By submitting the form on our Site, you consent to be contacted by Annuity Match Pro and the agents in our matching network at the phone number and email you provided, including by means of autodialed calls, artificial or prerecorded voice messages, and text messages, even if your number is registered on a federal, state, or corporate Do Not Call registry. Consent is not a condition of receiving any goods or services. Message and data rates may apply.

You may opt out of communications at any time by:

• Replying STOP to any SMS text message
• Following the unsubscribe link in any email
• Emailing privacy@annuitymatchpro.com

6. Your Privacy Rights

Depending on where you live, you may have the following rights with respect to your personal information:

• Access. You may request a copy of the personal information we hold about you.
• Correction. You may request that we correct inaccurate or incomplete information.
• Deletion. You may request that we delete your personal information, subject to legal retention requirements.
• Opt-out of sale or sharing. California residents have the right to opt out of the "sale" or "sharing" of personal information. We do not sell personal information for money, but our sharing of information with matching network agents may be considered a "sale" or "sharing" under the California Consumer Privacy Act (CCPA).
• Nondiscrimination. We will not discriminate against you for exercising any of your privacy rights.

To exercise these rights, email privacy@annuitymatchpro.com. We may need to verify your identity before fulfilling your request.

7. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, comply with our legal obligations, resolve disputes, and enforce our agreements. Consent records are retained for as long as required by applicable law.

8. Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information. However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

9. Third-Party Links

Our Site may contain links to third-party websites. We are not responsible for the privacy practices of those websites. We encourage you to read the privacy policies of any site you visit.

10. Children's Privacy

Our Site and Service are not directed to individuals under 18, and we do not knowingly collect personal information from individuals under 18. If we become aware that we have collected information from a child under 18, we will delete it.

11. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will update the "Last updated" date at the top of this page. Material changes will be communicated on the Site.

12. Contact Us

Questions, opt-out requests, or privacy complaints:

• Email: privacy@annuitymatchpro.com