Scope
This policy applies to annuityorigin.com and the forms, booking pages and other services available through this website. It covers information from advisors, agencies, business contacts and other website visitors.
Information we collect
We collect information you provide directly, including:
- Contact information, such as your name, business email address and phone number.
- Practice and qualification information, such as licensing coverage, annual production, appointment capacity, marketing activity and details you choose to provide about your business.
- Scheduling and communication information, including appointment details and messages exchanged with us.
We may also receive basic technical information when you use the website, such as your IP address, browser type, device information, referring page and server logs. The qualification form temporarily stores draft answers in your browser so you can continue the form.
How we use information
We use information to:
- Review qualification submissions and determine whether our services may fit your practice.
- Schedule calls, respond to requests and communicate about our services.
- Operate, secure, troubleshoot and improve the website and related workflows.
- Maintain business records, prevent abuse and comply with applicable legal obligations.
How we disclose information
We may disclose information to service providers that support our hosting, databases, workflow automation, customer relationship management, scheduling, communications, security and professional services. These providers may process information only for the services they perform for us.
We may also disclose information when required by law, to protect rights or safety, or as part of a merger, financing, acquisition or sale of business assets. We do not sell personal information for money.
Retention and security
We retain information for as long as reasonably necessary to review and respond to your request, provide services, maintain business and legal records, resolve disputes and enforce agreements. Retention periods depend on the type of information and why it was collected.
We use reasonable administrative, technical and organizational safeguards. No website, transmission method or storage system can be guaranteed to be completely secure.
Your choices and privacy rights
You may ask us to access, correct or delete information associated with you. You may also ask us to stop certain communications. Depending on where you live, applicable law may provide additional rights, such as obtaining a copy of your information or appealing a denied request.
We may need to verify your identity before completing a request. We will not discriminate against you for exercising an applicable privacy right.
Third-party services and links
The website uses third-party services, including Calendly, to provide appointment scheduling. Information you submit directly to a third-party service is also governed by that provider's privacy policy. Links to other websites are governed by their own terms and privacy practices.
Children's privacy
Our services are intended for business professionals and are not directed to children under 18. We do not knowingly collect personal information from children through this website.
Changes to this policy
We may update this policy as our services, vendors or legal obligations change. We will post the revised policy on this page and update the effective date.
Contact us
For questions about this policy or requests concerning your information, contact AnnuityOrigin: