Safer Retirement (“we,” “our,” or “us”) respects your privacy. This Privacy Policy explains how we collect, use, and protect your information when you interact with our website, submit forms, or participate in our SMS and email communication programs.
1. Information We Collect
We may collect the following types of personal information when you use our website or services:
Name, phone number, and email address.
Information submitted through lead forms (e.g., retirement goals, timeline, or preferences).
Technical information such as IP address and device type (collected automatically for analytics and site performance).
2. How We Use Your Information
We use your information to:
Contact you regarding retirement education, appointment reminders, or requested information.
Deliver relevant updates, newsletters, or offers that you have opted in to receive.
Improve our services, marketing efforts, and customer experience.
3. SMS Messaging and Consent
By submitting your phone number through our website, you consent to receive SMS messages from Safer Retirement related to your inquiry, appointment reminders, and educational retirement content. Message frequency may vary.
You may opt out at any time by replying “STOP” to any message. Message and data rates may apply.
4. Information Sharing
We do not sell, rent, or share your mobile information with third parties or affiliates for marketing or promotional purposes.
A compliant Privacy Policy must state that:
“No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.”
We may share your personal information only in the following limited situations:
With service providers: To monitor or analyze service performance or provide technical support.
For business transfers: In the event of a merger or acquisition, your information may be transferred as part of that transaction.
With your consent: When you explicitly authorize us to share your information.
5. Data Retention
We retain your information only as long as necessary to fulfill the purposes described in this policy or as required by law.
6. Data Protection
We implement reasonable technical and organizational measures to protect your personal data from unauthorized access, disclosure, or misuse.
7. Your Rights
You have the right to:
Access, correct, or delete your personal information.
Withdraw consent for SMS or email communications at any time.
8. Policy Updates
We may update this Privacy Policy periodically. The revised version will be posted on our website with an updated effective date.
9. Contact Us
If you have any questions about this Privacy Policy or your data, please contact us:
Safer Retirement
Email: [email protected]
Phone: 773-352-3553
