Disclaimer

CA License # 0h19231

Retirment Max

4528 Campus Ave

San Diego, CA 92116

858-808-1272

info@retirementmax.net

www.retirementmax.net

The information provided on this website is for informational purposes only and does not constitute insurance, financial, investment, tax, or legal advice. Products and services referenced on this website may not be available in all states and are subject to eligibility, underwriting, and applicable terms and conditions. Nothing on this website should be interpreted as a recommendation to purchase, sell, or replace any insurance or financial product without consultation with a licensed professional.
No guarantees are made regarding the accuracy, completeness, or timeliness of the information contained on this website. While we strive to keep all information current, laws, regulations, and product offerings may change. Users should verify information directly with a licensed representative.
We are not affiliated with Medicare or the U.S. government
Insurance products are offered through licensed insurance professionals. Coverage availability, features, and pricing vary by state and by insurer. Policy terms, conditions, exclusions, and limitations may apply. Please refer to the specific policy contract for complete details regarding coverage.
Email communications sent through this website may not be secure. Do not include confidential or sensitive personal information such as Social Security numbers, financial account numbers, or medical information when contacting us through email. By contacting us via email, you acknowledge and accept the risks associated with electronic communications.
By submitting your information through this website, you authorize us to contact you regarding insurance and financial products and services. Contact may be made via phone call, email, or text message using the contact information you provide. Message and data rates may apply. Consent is not a condition of purchase.
By providing your phone number and submitting this form, you consent to receive marketing communications, including calls and text messages, which may be sent using automated technology or prerecorded messages. You may opt out at any time by following the unsubscribe instructions or replying STOP to text messages.
We respect your privacy and are committed to protecting your personal information. Information collected through this website may include contact details and other information voluntarily submitted by users. This information is used solely for the purpose of responding to inquiries, providing requested services, and communicating relevant information. We do not sell personal information to third parties. For more information, please review our full Privacy Policy.
Our insurance professionals are licensed to sell insurance products in applicable states. License numbers are available upon request. Insurance products are offered through multiple carriers unless otherwise specified.
By accessing and using this website, you agree to the terms and conditions outlined in this disclosure and any related policies. If you do not agree with these terms, please discontinue use of this website.

Privacy Policy

Information We Collect

To provide accurate insurance quotes and retirement strategy evaluations, we collect the following types of information:

• Personal Identifiers: Name, mailing address, email address, and phone number.

• Demographic & Financial Data: Date of birth, employment status, estimated income, and current retirement account types (e.g., 401(k), IRA).

• Health Information: For certain products (like Medicare or Life Insurance), we may collect high-level health status indicators.

• Technical Data: IP address, browser type, and cookies used to improve your experience on our site.

2. How We Use Your Information

We use the data collected through our lead capture forms to:

• Generate personalized insurance quotes and financial illustrations.

• Connect you with licensed professionals or specific insurance carriers.

• Provide requested information regarding retirement planning or Social Security optimization.

• Comply with legal and regulatory requirements.

3. Sharing and Disclosure

We do not sell your personal information to "list brokers." However, to fulfill your request for insurance services, we may share your data with:

• Insurance Carriers: To obtain formal underwriting or quotes.

• Service Providers: Third-party tools used for CRM management, email delivery, or website analytic

• Legal Authorities: If required by law or to protect against fraudulent activity

4. Data Security

We implement industry-standard security measures, including SSL encryption, to protect your data during transmission. While we strive to protect your personal information, no method of transmission over the Internet is 100% secure.

5. Your Rights and Choices

Depending on your location, you may have the right to:

• Request a copy of the data we hold about you.

• Request the deletion of your personal information.

• Opt-out of future marketing communications by clicking "Unsubscribe" in any email.

7. Email communications sent through this website may not be secure. Do not include confidential or sensitive personal information such as Social Security numbers, financial account numbers, or medical information when contacting us through email.

By contacting us via email, you acknowledge and accept the risks associated with electronic communications. By submitting your information through this website, you authorize us to contact you regarding insurance and financial products and services.

6. Contact Information

If you have questions about this Privacy Policy, please contact:

Retirement Max

info@retirementmax.net

4528 Campus Ave

San Diego, CA 92126

Email communications sent through this website may not be secure. Do not include confidential or sensitive personal information such as Social Security numbers, financial account numbers, or medical information when contacting us through email.

Disclaimer

Privacy Policy

This website uses cookies.