Privacy Policy — Smart Annuity Help
Privacy Policy — Smart Annuity Help
Last Updated: December 2025
Smart Annuity Help (“Company,” “we,” “our,” or “us”) operates the website www.SmartAnnuityHelp.com (the “Site”). Smart Annuity Help operates in partnership with Arize Financial & Insurance Group, LLC (“Arize FIG”). This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our Site, schedule an appointment, download resources, or interact with us by phone, email, SMS, or other channels.
By using our Site, you consent to the practices described in this Policy.
1. Information We Collect
We may collect the following categories of information:
a. Personal Information You Provide
Full name
Email address
Phone number
State of residence
Appointment details
Information about your annuity or retirement accounts
Documents you upload (e.g., annuity statements)
b. Automatically Collected Information
We collect technical data including:
IP address
Device and browser type
Cookies, tags, and pixels
Usage data such as pages viewed and time spent
c. Information from Lead Forms & Scheduling Tools
When you submit a form or book an appointment:
Your information is stored in our CRM
You may receive emails, phone calls, and SMS updates or reminders
2. How We Use Your Information
We use your information to:
Provide annuity reviews, retirement analysis, and requested services
Communicate regarding appointments, reminders, and follow-up
Send educational resources and marketing communications (with opt-out options)
Improve user experience and optimize our Site
Comply with insurance, regulatory, and legal requirements
Facilitate business operations in partnership with Arize Financial & Insurance Group, LLC
We do not sell personal information to third parties.
3. How We Share Information
We may share your information with:
Arize Financial & Insurance Group, LLC (our business partner)
Insurance carriers, when necessary to complete analysis or application processes
Technology and service providers (CRM, scheduling, email/SMS platforms, secure storage)
Compliance organizations and regulators
Legal authorities when required by law
All third parties must protect your information and use it only for authorized purposes.
4. Cookies & Tracking
We use cookies and tracking tools for purposes such as:
Analytics
Advertising
Retargeting
Improving Site performance
You may disable cookies in your browser.
5. Data Security
We use commercially reasonable measures to secure your information.
No method of electronic storage or transmission is 100% secure.
6. Your Rights
Depending on your state, you may have the right to:
Access the data we hold
Request deletion
Opt out of marketing
Request corrections
To exercise these rights, email: [email protected]
7. SMS/Text Messaging Consent
By providing your phone number, you consent to receiving:
Appointment reminders
Follow-up messages
Educational or promotional messages
Message & data rates may apply.
To opt out, reply STOP.
8. Third-Party Links
We are not responsible for privacy practices of external websites we link to.
9. Children's Privacy
Our services are not directed to individuals under 18.
10. Changes to This Policy
We may update this Policy at any time.
The updated version will be posted on this page.
11. Contact Us
Smart Annuity Help
In partnership with Arize Financial & Insurance Group, LLC
Email: [email protected]