Privacy Policy

Effective date: · The Financial IQ, LLC

The Financial IQ, LLC (“The Financial IQ,” “we,” “us,” or “our”) respects your privacy. This policy explains what information we collect through thefinancialiq.com (the “Site”), how we use it, and the choices you have.

Information we collect

When you submit a form on our Site — including the Income X-Ray™ intake form — we may collect:

  • Your name, email address, and phone number
  • Information about your existing annuity contract (purchase year, carrier, income status, and approximate value) that you choose to share with us
  • Standard technical information such as browser type and device type, collected automatically for analytics purposes

How we use your information

We use the information you provide to prepare your requested Income X-Ray™ review, to contact you by phone, email, or text about your request, to schedule and confirm consultations, and to follow up regarding the review you requested. We do not use your information for any purpose unrelated to the service you asked us for.

How we share your information

We do not sell your personal information. We do not share your information with third parties for their own marketing purposes.

No mobile information, including text messaging originator opt-in data and consent, will be shared with any third parties or affiliates for marketing or promotional purposes. All other categories of information may be shared with vendors who help us operate our business (such as our scheduling and customer relationship platform), solely to provide the services you requested, and subject to confidentiality obligations.

SMS / text messaging

If you opt in to receive text messages from us, we use your phone number solely to send messages related to your Income X-Ray™ request, including appointment confirmations, reminders, and related follow-up. See our Terms for full program details, including how to opt out.

Your choices

You can ask us to stop contacting you, correct your information, or delete your information at any time by calling (612) 242-5410 or emailing us. If you opted in to text messages, you can reply STOP at any time to stop receiving them, or HELP for assistance.

Data security

We use reasonable administrative and technical safeguards to protect the information you share with us. No method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Contact us

If you have questions about this policy, contact The Financial IQ, LLC at (612) 242-5410.