Privacy Policy Summary

Protecting your privacy is very important to Solid Retirement. We collect only the information necessary to provide financial and estate planning services. We do not sell or rent client information. We share date only with trusted third parties essential to delivering our services, and only with your consent or as required by law. We apply industry-standard security measures, including encryption and restricted access to protect your information. Clients have the right to request access, corrections, or deletion of their information at any time.

Privacy Policy

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:
With trusted service providers who help us operate our website and services (e.g., email platforms, analytics tools)
When required by law, regulation, or legal process
In connection with a business transfer (e.g., merger, acquisition, or sale of assets)

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 [Insert Contact Email].

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: 4088238090

Website: www.tdlegacy.org/solidretirement-iul

1000 Brickell Avenue
Suite #715 PMB 514
Miami, FL 33131

info@tdlegacy.org

Hours

Monday – Friday
10am – 6pm

DISCLAIMER

Life insurance policies are subject to underwriting and may include fees and restrictions. Loans or withdrawals can reduce cash value and death benefits, may cause the policy to lapse, and could have tax consequences. Consult a licensed professional and tax advisor before making financial decisions.