Privacy Policy

Effective Date: August 12, 2026
Website: www.tdlegacy.org

1. Introduction

Solid Retirement (“we,” “our,” or “us”) respects your privacy. This Privacy Policy explains how we collect, use, and protect the information you provide when you visit our website or use our services related to retirement planning, life insurance, and financial education. By using our website, you agree to the practices described in this policy.

2. Information We Collect

We may collect the following types of information:

a. Personal Information You Provide

Name
Email address
Phone number
Mailing address
Financial details you voluntarily share through forms, surveys, or consultations

b. Non-Personal Information

IP address
Browser type
Device type
Website usage data (via cookies or analytics tools)

3. How We Use Your Information

We use the information collected to:
Provide information about Indexed Universal Life (IUL) and other retirement planning solutions
Respond to inquiries and provide personalized consultations
Improve our website, services, and user experience
Send relevant updates, newsletters, or marketing materials (you may opt-out at any time)
Comply with legal, regulatory, or compliance obligations

4. Sharing of Information

We do not sell or rent your personal information. We may share information only in these cases:

• To trusted service providers that process information on our behalf and assist us in operating our website or providing our services;

• When required by law, regulation, court order, or other legal process; or

• In connection with a merger, acquisition, financing, reorganization, or sale of all or part of our business.

Mobile Information and SMS Consent

No mobile information will be shared with third parties or affiliates for their own marketing or promotional purposes.

We may provide mobile information to service providers only when necessary to send text messages or provide services requested by the consumer. These service providers may not use the information for their own marketing or promotional purposes.

SMS opt-in data and consent will not be sold, rented, or shared with third parties or affiliates for purposes unrelated to providing the requested services.

5. Cookies & Tracking

Our website may use cookies and similar technologies to enhance your browsing experience, analyze site traffic, and personalize content. You may disable cookies in your browser settings, but some features of our site may not function properly.

6. Data Security

We use reasonable security measures to protect your personal information from unauthorized access, disclosure, or misuse. However, no system is 100% secure, and we cannot guarantee absolute protection.

7. Your Rights

Depending on your location, you may have the right to:
Access, correct, or delete your personal information
Opt-out of marketing communications
Request limitations on how your data is used
To exercise these rights, please contact us at info@tdlegacy.com.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.

9. Children’s Privacy

Our website and services are intended for adults. We do not knowingly collect information from individuals under the age of 18.

10. Updates to This Policy

We may update this Privacy Policy from time to time. The updated version will be posted on our website with a new “Effective Date.”

11. Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact us:

Solid Retirement
Email: info@tdlegacy.com
Phone: (408) 823-8090

Website: www.tdlegacy.org