Legal | Annuity Resolution

Disclaimer

Attorney Advertising. This website is for general information only and is not legal, tax or investment advice. Reading it, calling us or sending a form does not create an attorney-client relationship. Prior results do not guarantee a similar outcome. Annuity Resolution does not sell annuities, insurance or investments.

This website is operated by Annuity Resolution LLC, an Arizona limited liability company, 1811 S Alma School Rd, Suite 225, Mesa, AZ 85210.

Privacy policy

This policy explains what personal information Annuity Resolution LLC ("Annuity Resolution," "we," "us") collects through this website, by phone and by email, how we use it and the choices you have.

What we collect

Information you give us: your name, phone number, email address, state, and details about your annuity, such as when it was bought, its approximate value and any concerns you share with us.
Documents you send us: annuity contracts, annual statements and related paperwork, and any authorization you sign so we can request records from your insurance company.
Information about family members: if you contact us on behalf of a parent or relative, the details you provide about them. We speak with you about their contract only with their permission.
Information collected automatically: your IP address, browser and device type, pages visited, the page that referred you and similar usage data, collected through cookies, pixels and analytics tools.

How we use it

To respond to your request, schedule your consultation and, if you ask us to, review your contract.
To contact you by phone, text message or email about your request.
To send the free guide or other materials you ask for.
To run, secure and improve this website, and to measure how our advertising performs.
To meet our legal, regulatory and professional obligations.

Calls, texts and consent

When you submit a form, you agree that Annuity Resolution may contact you at the phone number you provide, including by calls and text messages that may use automated technology, about your request. Consent is not a condition of any purchase. Message and data rates may apply. Reply STOP to any text to opt out, or tell us on a call. Calls with our office may be recorded for quality and training. We will tell you at the start of a call if it is being recorded.

How we share it

We do not sell your personal information, and we do not share it with insurance companies, agents or anyone who sells financial products for their own marketing. We share information only:

With service providers that help us run our business, such as hosting, scheduling, CRM, phone and email providers, under contracts that limit their use of it.
With your insurance company, when you authorize us to request your records.
When required by law, subpoena or court order, or to protect our rights or the safety of others.
As part of a merger, sale or transfer of our business, subject to this policy.

Cookies and analytics

We use cookies and similar tools, including analytics and advertising pixels from providers such as Google and Meta, to understand how visitors use the site and to measure our ads. You can block or delete cookies in your browser settings. Some features may not work without them.

How long we keep it

We keep information for as long as needed to provide our services and to meet legal and recordkeeping requirements, then delete or de-identify it.

Security

We use reasonable administrative, technical and physical safeguards to protect your information. No method of transmission or storage is completely secure.

Your choices and rights

You can ask us to access, correct or delete your personal information, or to stop contacting you, by calling (888) 557-1640 or writing to us at the address below. Depending on your state, you may have additional rights under state privacy law. We will not treat you differently for using them.

Children

This website is not directed to children under 13, and we do not knowingly collect their information.

Changes and contact

We may update this policy and will post the new date at the top of this page. Questions: Annuity Resolution LLC, 1811 S Alma School Rd, Suite 225, Mesa, AZ 85210, (888) 557-1640.

Terms of use

By using annuityresolution.com you agree to these terms. If you do not agree, please do not use the site.

Information only. Content on this site is general information, not legal, tax or investment advice for your situation. Your annuity contract and the law of your state govern.
No client relationship. Using the site, sending a form or calling us does not create an attorney-client or other professional relationship. A relationship begins only when we both sign a written engagement agreement.
Estimates. The surrender charge estimator and similar tools give rough estimates based on common contract terms. Your actual costs can differ.
Our content. Text, graphics, logos and the consumer guide belong to Annuity Resolution LLC. You may print or share them for personal, non-commercial use with credit.
Acceptable use. Do not misuse the site, attempt to access it without authorization, or submit false information.
Other websites. Links to other sites are for convenience. We are not responsible for their content or practices.
Disclaimer of warranties and limit of liability. The site is provided "as is." To the extent the law allows, Annuity Resolution LLC is not liable for damages arising from use of the site.
Governing law. These terms are governed by the laws of the State of Arizona.

Accessibility

We want everyone to be able to use this website, including people who use screen readers, keyboard navigation or magnification. We aim to meet the Web Content Accessibility Guidelines (WCAG) 2.1 at level AA and test the site as we update it.

If anything on the site is hard to use, or you would like information in another format, call us at (888) 557-1640. We will work with you to provide what you need.

Disclaimer, privacy and terms.