Privacy policy.

Privacy Policy for Retirement Inquiry Form

Effective Date: 03/30/2024

This Privacy Policy applies to the personal information collected through the Retirement Inquiry Form provided by Greater Edeavors LLC. We are committed to protecting the privacy and security of our clients and website visitors. This policy explains how we collect, use, disclose, and safeguard your information when you submit our form.

Information We Collect

We may collect the following types of personal information from you when you complete the Retirement Inquiry Form:

  • Full Name

  • Email Address

  • Phone Number (Optional)

  • Age Range

  • Current Employment Status

  • Details about your 401k or similar retirement accounts

  • Estimated Value of Your Retirement Accounts

  • Retirement Goals

  • Preferred Contact Times

  • Any Additional Comments or Questions you may provide

How We Use Your Information

The personal information collected is used to:

  • Respond to your inquiries and requests regarding retirement planning and Fixed Indexed Annuities.

  • Provide personalized retirement planning advice and services.

  • Communicate with you about our services that may be of interest to you.

  • Improve our services and customer experience.

Sharing of Your Information

We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information except in the following cases:

  • With your consent.

  • To trusted third parties who assist us in operating our website, conducting our business, or serving our users, so long as those parties agree to keep this information confidential.

  • When we believe disclosure is necessary to comply with the law, enforce our site policies, or protect ours or others' rights, property, or safety.

Security of Your Information

We implement a variety of security measures to maintain the safety of your personal information when you submit or access your personal information. However, no electronic storage, transmission, or method of security is 100% secure, and we cannot guarantee its absolute security.

Changes to This Privacy Policy

We may update this privacy policy from time to time in response to changing legal, technical, or business developments. When we update our Privacy Policy, we will take appropriate measures to inform you, consistent with the significance of the changes we make.

Contact Us

If you have any questions about this Privacy Policy or our treatment of your personal information, please contact us at: info.greater-endeavors.com

Greater Endeavors LLC

By using the Retirement Inquiry Form, you consent to our Privacy Policy and agree to its terms.