Privacy Policy

The short version

We collect what you tell us. We use it to answer your request and, when you take the assessment, to introduce you to a licensed professional. When you submit the assessment, your information is shared with the licensed professional you are introduced to — that is the purpose of the introduction. You can ask us to delete your information at any time.

The rest of this page is the detail.

Who we are

This site is operated by RetireLevel ("we", "us"), a private company. Contact: hello@retirelevel.com.

What we collect

• Assessment answers. What you tell us about your retirement savings, your age range, your retirement timeline and roughly how much you have saved. Ranges, not exact figures.
• Contact details. Your name, email address and phone number, and the state we infer from them or from the link you followed.
• Messages you send us. If you email us, we have your email.
• Technical and usage data. Collected automatically: IP address, browser and device type, pages viewed, referring URL, the advertising campaign that brought you here, and similar. See the cookies section below.

What we do not ask for. We do not ask for account numbers, your Social Security number, your login credentials or your exact balances. Please do not send them to us. If you send sensitive information we have not asked for, we will delete it.

How we use it

• To introduce you to a licensed professional, which is what submitting the assessment asks for.
• To contact you, and to let that professional contact you, about your review, where you have consented.
• To operate, secure and improve the site, and to understand which content is useful.
• To measure our advertising.
• To meet legal obligations and enforce our Terms of Use.

Who we share it with

Being direct about this, because it is the part that matters:

• The licensed professional you are introduced to. We share your assessment answers and your contact details with the state-licensed insurance professional we introduce you to. They are independent of us and, once your information reaches them, they handle it under their own privacy practices, not ours. They have paid us a referral fee for the introduction. If you would rather this did not happen, do not submit the assessment — everything else on this site is free to read without it.
• Service providers. Companies that host our site, store our records, deliver our messages and provide analytics, acting on our instructions.
• Advertising platforms. In aggregate or hashed form, to measure and target advertising. See cookies below.
• Legal. Where required by law, or to protect our rights, safety, or property.
• A successor. If the business is sold or reorganised, information may transfer as part of that transaction.

We do not sell your personal information for money. Note, though, that our referral-fee model means we are paid for making an introduction that involves sharing your details with the professional. Under some state privacy laws, sharing of this kind may be treated as a "sale" or as "sharing" for targeted advertising, regardless of how we characterise it. We would rather you understood the arrangement than relied on the label.

Marketing consent and SMS

If you give consent on the assessment form, we or the professional you are introduced to may contact you by phone, email or text message about retirement income and annuity options.

• Consent is not a condition of any purchase, and nothing else on this site requires it.
• Reply STOP to opt out of text messages at any time. Reply HELP for help.
• Message frequency varies. Message and data rates may apply.
• Email: use the unsubscribe link in any message, or email us.
• To be removed entirely, email hello@retirelevel.com.

Opting out with us does not automatically opt you out with a professional you have already been introduced to — they are a separate company and you will need to tell them directly. We will help if you ask.

Cookies and tracking

We use cookies, local storage and similar technologies to run the site, remember the advertising campaign that brought you here, measure traffic, and understand which of our advertising works.

This may include third-party advertising and analytics tools, such as the Meta (Facebook) pixel. These allow platforms to recognise visits to this site and to show and measure advertising, including to people who have visited before. Those platforms are separate controllers of the data they collect and handle it under their own policies.

You can block or delete cookies in your browser settings; parts of the site may not work correctly if you do. Advertising platforms also offer their own ad-preference controls. Where required, we honour Global Privacy Control (GPC) signals.

Retention

We keep your information for as long as needed for the purposes above, and to meet legal, tax and record-keeping obligations. Where we have made an introduction, we retain a record of it, including when and how you gave consent. When information is no longer needed, we delete it or de-identify it. We cannot delete information already shared with a professional on your request — you would need to ask them directly.

Your choices and rights

Depending on where you live, you may have the right to access, correct, delete, or receive a copy of your personal information, to opt out of targeted advertising or "sale"/"sharing", and not to be discriminated against for exercising these rights.

To make a request, email hello@retirelevel.com with what you would like us to do. We may need to verify your identity. We will respond within the time your law allows. You may use an authorised agent where permitted.

Security

We take reasonable measures to protect the information we hold. No method of transmission or storage is completely secure, and we cannot promise absolute security.

Children

This site is intended for adults planning for retirement. It is not directed at children, and we do not knowingly collect information from anyone under 18.

Changes

We may update this policy. The "last updated" date at the top will change. Material changes will be flagged on the site.

Contact

Questions, requests, or complaints: hello@retirelevel.com.