Privacy Policy

AnnuityAlliance.com — Operated by AdvisorRPM LP

Privacy Notice

This Privacy Notice applies to customer information AdvisorRPM LP collects through this website.

1. About Us

This website is operated by AdvisorRPM LP. Annuity Alliance is a brand operated by AdvisorRPM LP. In this Privacy Notice, the terms “we”, “our” and “us” mean AdvisorRPM LP.

If you have a question or complaint about our personal information handling practices, please contact us at support@advisorrpm.com using the subject line “PRIVACY NOTICE ENQUIRY”.

2. Effective Date and Scope

This Privacy Notice is effective as of September 1, 2026 and governs our practices with respect to personal information we collect through this website, including annuityalliance.com and info.annuityalliance.com.

3. Collection of Information

We collect personally identifiable information such as names, mailing addresses, email addresses, phone numbers, and financial information only when voluntarily submitted by our users. The information collected is used to provide a specific service and is only used to fulfill your specific request unless you give us express permission to use it in another manner.

If you wish to opt-out of any form of future communications, either by email or by telephone, please advise our agents as such during initial contact.

Please note that this privacy policy applies only to this Website. If you travel to another Website from this one, please review the privacy policy as posted on that Website.

4. Cookie/Tracking Technology

This Website uses cookie and tracking technology dependent on the features offered. Cookie and tracking systems are useful for gathering information, such as your browser type and operating system, and also allows us to track the number of visitors to our Website and how this Website is used.

Cookies may also help customize the features of the site. Please note that personal information is not collected by cookies or tracking technology; however, personal information may be tied to it. You agree that aggregate cookie and tracking information may be shared with third parties at our sole discretion.

We do not display third-party advertising on this Website.

We do advertise our own services elsewhere on the internet. This Website uses first-party cookies such as Google Analytics cookies, and third-party cookies such as DoubleClick, so that our advertisements may be shown to people who have previously visited this Website. This practice is known as remarketing.

You can control how Google uses this information, and opt out of personalized advertising, through Google Ad Settings at adssettings.google.com. You can also install the Google Analytics opt-out browser add-on, which is available for most popular browsers.

5. Distribution of Information

In some cases, we may share information with governmental agencies and other companies in order to assist us in fraud prevention or fraud investigation. We may share information when:

  • Permitted or required by law;
  • When trying to protect against real or alleged fraud;
  • When protecting against unauthorized transactions;
  • When investigating incidences of fraud that has already occurred;
  • Whenever we receive a subpoena, regardless of the subject.

Information gathered under such circumstances is not provided to outside companies for marketing purposes. In order to provide you with proper service, we require you to provide us with relevant personal and financial information. We will not collect any data about you unless you have submitted it to us, and by doing so, you have consented to its use. This information may be passed on to qualified and licensed third parties in order to properly process your application and provide you with an up to date, efficient, and reliable service.

6. Commitment to Data Security

Your personally identifiable information is kept secure. Only authorized employees, agents, and contractors (who have agreed to keep information secure and confidential) have access to this information. We reserve the right to make changes to this policy. Any changes to this policy will be posted on the Website.

We use industry-standard technical and organizational safeguards to protect your personal information. Information you submit through this Site is encrypted in transit using Transport Layer Security (TLS), and is stored encrypted within our systems.

Access to your information is restricted to authorized personnel, protected by two-factor authentication, and limited to those who need it in order to respond to your request. Information retained for record-keeping is exported and stored in encrypted form.

We do not keep your personal information longer than we need it. Personally identifying fields are automatically deleted from our systems 30 days after submission.

Although we take these precautions, no method of transmission over the internet or method of electronic storage is completely secure. We cannot guarantee that unauthorized access, hacking, data loss or other breaches will never occur.

7. Consent to Contact

When you submit a form on this Site, you are asking us to prepare a report and to discuss it with you. To do that, we need to contact you.

By submitting your information, you consent to be contacted by Annuity Alliance by telephone call, text message (SMS) or email at the contact details you provide. Annuity Alliance is operated by AdvisorRPM LP.

If, during that conversation, you qualify and separately agree, we will share your information with a licensed insurance professional who may then contact you to discuss annuity options. We will not pass your information to a licensed insurance professional without that separate agreement.

Your consent is not a condition of purchase. You may opt out at any time by stating “Do Not Call” during any call, replying “STOP” to any text message, or requesting removal by email at support@annuityalliance.com.

8. Call Recording

Calls to and from Annuity Alliance may be recorded or monitored for training, monitoring and quality assurance purposes, and to record any consent you provide during the call. By submitting a form on this Site and speaking with us, you acknowledge and consent to that recording.

9. How to Contact Us

For any question about this Privacy Notice, or to access, correct or delete personal information we hold about you, contact AdvisorRPM LP at support@advisorrpm.com.