Effective date: July 29, 2026
This California Consumer Privacy Act (CCPA) notice applies to California residents and supplements the information in our Privacy Policy.
Categories of Personal Information We Collect
We may collect identifiers (such as your name, email address, phone number), and information you provide when completing our online form, such as your retirement timeline. We do not knowingly sell the personal information of minors under 16 years of age.
How We Use and Share Your Information
We use the information you provide to connect you with a licensed insurance professional who can discuss annuity options with you. We may share your information with our licensed insurance partners for this purpose. We do not sell your personal information for monetary compensation.
Your California Privacy Rights
If you are a California resident, you have the right to: know what personal information we collect, use, and share; request deletion of your personal information; correct inaccurate personal information; opt out of the sale or sharing of your personal information; and not be discriminated against for exercising these rights.
How to Exercise Your Rights
To exercise any of these rights, please contact us at rootsandwealth@gmail.com. We will verify your request and respond within the timeframe required by law.
Contact Us
If you have questions about this CCPA notice, please contact us at rootsandwealth@gmail.com.