Legal
Privacy Policy
Effective date: October 4, 2026
This Privacy Policy explains how Ready Retirement Review ("we," "us," or "our") collects, uses, shares, and sells the information you provide when you use our website and request a retirement review.
Please note: when you submit our form, you are requesting to be contacted. A licensed retirement professional may reach out to you by phone, text, or email to review your retirement options.
Our Role and No Government Affiliation
Ready Retirement Review is a marketing and lead-generation service. We are not a federal, state, or local government agency, and we are not affiliated with, endorsed by, or acting on behalf of the Office of Personnel Management (OPM), the Thrift Savings Plan (TSP), the Federal Retirement Thrift Investment Board, or any other government agency or program. Ready Retirement Review does not administer government pensions or retirement benefits and does not provide personalized financial, investment, tax, or legal advice.
Information We Collect
We collect the information you provide through our form, including your name, email address, phone number (if provided), age range, approximate retirement savings, and state of residence. We also collect basic technical and usage data — such as device and browser information, pages viewed, and marketing campaign identifiers (for example, UTM parameters) — using cookies, pixels, and similar technologies.
How We Use Your Information
We use your information to prepare and deliver the retirement review you requested, to have a licensed retirement professional contact you about your results, to schedule appointments, and to operate, improve, secure, and measure our website and advertising.
How We Share, Transfer, and Sell Information
When you submit information through our website, you are requesting information about retirement-planning options. We may share, transfer, or sell the personal information you provide to one or more licensed insurance agents, retirement professionals, agencies, or other marketing partners that may contact you regarding products or services related to your request.
Ready Retirement Review may receive compensation for providing your information to these professionals or companies. The receiving professionals and companies are responsible for their own licensing, communications, recommendations, products, services, and privacy practices.
We may also disclose information to service providers that help us operate our website, process and route inquiries, manage customer relationships, schedule appointments, deliver communications, prevent fraud, maintain security, and measure advertising performance. We may disclose information when required by law, to protect legal rights, or as part of a business transaction such as a merger, acquisition, financing, or sale of assets.
Contact Authorization
By submitting your information and providing the consent requested beside the form's submission button, you authorize Ready Retirement Review and the licensed professional or company selected to respond to your request to contact you at the telephone number and email address you provide regarding retirement-related products or services.
Contact may occur by telephone call, text message, or email. If expressly stated in the consent presented when you submit the form, contact may include communications made using automated dialing technology, artificial or prerecorded voice messages, or automated text-message technology.
Your consent to receive marketing communications is not a condition of purchasing any product or service. Message and data rates may apply. You may opt out of text messages by replying STOP and unsubscribe from marketing emails using the unsubscribe instructions included in the message.
Cookies & Tracking
We use cookies and similar technologies, including advertising and analytics tools, to understand how visitors use our website and to deliver and measure advertising. You can control cookies through your browser settings; disabling them may affect how the website works.
Data Retention and Security
We retain your information for as long as needed to provide the service you requested, to contact you, to comply with our legal obligations, to resolve disputes, and to enforce our agreements. We use reasonable administrative, technical, and physical safeguards designed to protect your information, though no method of transmission or storage is completely secure.
Your Privacy Choices
Depending on where you live and subject to applicable law, you may have rights concerning your personal information, including the right to request access, correction, deletion, or information about how it has been shared, transferred, or sold. You may also have the right to opt out of certain sales, sharing, targeted advertising, or marketing communications.
To submit a privacy request, or to stop being contacted, reply STOP to any text message, use the unsubscribe link in any email, or contact us using the contact information provided on this website. We may need to verify your identity before completing a request. We will not discriminate against you for exercising an applicable privacy right.
Age
Our website is intended for adults 18 and older. We do not knowingly collect personal information from anyone under 18.
Changes to This Policy
We may update this Privacy Policy from time to time. Any changes take effect when we post the updated version with a new effective date.
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