Privacy Policy

Draft for legal review. This text is a placeholder and is not final.

Information we collect

When you request our guide we collect your first and last name and email address, and optionally your phone number and ZIP code. We also record the page you visited, the time of your request, and your consent choices.

How we use it

• To deliver the guide you requested.
• To share your request with the financial professional named as the sponsor on the page you used, if any.
• To send optional educational emails, only if you separately opted in.

Sharing

Your information is shared only with the sponsoring financial professional identified on the page, and with service providers that help us operate the site. We do not sell your information. Sponsors never receive requests submitted through another sponsor’s page.

Text messages and calls

We do not enroll you in automated text-message or call marketing.

Cookies and advertising

With your consent, we may use advertising measurement tools to understand how our ads perform.

Your choices

You may request access to or deletion of your information, and unsubscribe from emails at any time.