Privacy Policy
Last updated: January 2026
Retirewise ("we," "us," or "our") operates a digital platform that connects individuals with independent, licensed annuity advisors. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website or use our services.
Information We Collect
When you schedule a call or request a quote, we may collect your name, email address, phone number, retirement savings range, age, and state of residence. We also collect information automatically through analytics tools, such as your IP address, browser type, pages visited, and the date and time of your visit.
How We Use Your Information
- To match you with a licensed advisor in your state.
- To send you appointment confirmations and reminders.
- To improve our website, content, and user experience.
- To comply with legal obligations and protect against fraud.
Information Sharing
We share your contact information and relevant financial details with the advisor we match you with so they can prepare for your call. We do not sell your personal information to third parties. We may share aggregated, non-identifiable data for analytics and marketing purposes.
Data Retention
We retain your personal information for as long as necessary to provide our services and comply with legal requirements. You may request deletion of your data at any time by replying to your confirmation email.
Cookies and Tracking
We use cookies and similar technologies to track page interactions (such as video plays and calendar clicks) and improve our content. You can disable cookies in your browser settings, but some features may not function properly.
Your Rights
Depending on your state, you may have the right to access, correct, or delete your personal information. To exercise these rights, reply to your confirmation email or contact us through the platform.
Security
We use industry-standard measures to protect your personal information. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.
Children's Privacy
Our services are intended for individuals aged 50 and older. We do not knowingly collect information from anyone under 18.
Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated revision date.