
Privacy Policy
This Privacy Policy describes how Retirement Income Visions ("we," "us," or "our") collects, uses, discloses, and protects information when you visit retirementincomevisions.com (the "Site") or use our financial education and consulting services. By using the Site, you consent to the practices described in this Privacy Policy.
1. Company Information
Phone: (888) 791-9677
Email: support@retirementincomevisions.com
2. Information We Collect
- Contact information you submit through forms, such as your name, email address, and phone number.
- Billing and payment information processed through our third-party payment processor when you enroll in a subscription plan; we do not store full payment card numbers.
- Usage data such as IP address, browser type, device information, and pages visited, collected automatically through cookies and similar technologies.
- Information you voluntarily provide during consultations, such as retirement goals or planning preferences.
3. How We Use Your Information
- To provide, manage, and bill for Individual, Family, and Enterprise plans.
- To respond to inquiries and provide customer support.
- To deliver educational content and, where you have opted in, SMS and email marketing communications.
- To maintain, secure, and improve the Site and our services.
- To comply with legal and regulatory obligations.
4. SMS Data Sharing
Text messaging originator opt-in data and consent, including your mobile phone number and opt-in status, are used solely to send you the SMS messages you have requested and will not be shared with any third parties or affiliates for marketing or acoount notification purposes. You may withdraw consent at any time by replying STOP.
5. Cookies and Analytics
We use cookies and similar tracking technologies to operate the Site, remember your preferences, and understand how visitors use the Site. You can control cookies through your browser settings; disabling cookies may affect certain features of the Site.
6. How We Protect Your Information
We maintain reasonable administrative, technical, and physical safeguards designed to protect information from unauthorized access, disclosure, alteration, or destruction. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
7. Your Rights and Choices
- Opt out of SMS messages at any time by replying STOP.
- Unsubscribe from marketing emails using the link included in each email.
- Request access to, correction of, or deletion of your personal information by contacting us at support@retirementincomevisions.com.
8. Children's Privacy
Our Site and services are intended for adults and are not directed to individuals under the age of 18. We do not knowingly collect personal information from children, and we will delete any such information if we become aware it has been collected.
9. Third-Party Links
The Site may contain links to third-party websites, including insurance carriers or financial product providers. We are not responsible for the privacy practices or content of those third-party sites, and we encourage you to review their privacy policies.
10. Changes to This Policy
We may update this Privacy Policy periodically to reflect changes in our practices or for other operational, legal, or regulatory reasons. The updated version will be posted on the Site, and your continued use of the Site after changes are posted constitutes acceptance of the revised policy.
11. Contact Information
If you have questions about this Privacy Policy or how we handle your information, please contact us:
Phone: (888) 791-9677
Email: support@retirementincomevisions.com