Privacy Policy
HavenPoint Retirement Strategies, LLC
Website: myoldretirement.com
1. Introduction
This Privacy Policy describes how HavenPoint Retirement Strategies, LLC ("HavenPoint," "we," "us") handles personal information when you visit myoldretirement.com (the "Site"), schedule a consultation, or otherwise interact with us.
By using the Site or submitting your information, you accept the practices described below. If you do not accept them, please do not use the Site.
2. Information We Collect
Information You Provide
When you fill out a form, schedule a consultation, or contact us, we may collect:
• Full name
• Email address
• Phone number
• State of residence
• Retirement account type, such as 401(k), 403(b), 457, IRA, Roth IRA, or pension
• Any other information you choose to share during a consultation or in written
communications with us
Information collected automatically
When you visit the Site, we and our service providers may automatically collect:
• IP address and approximate geographic location
• Browser type, operating system, and device information
• Pages viewed, time spent on pages, and referring URLs
• Cookie and pixel data, described in Section 5
Information from third parties
We may receive information about you from:
• Meta (Facebook and Instagram) advertising platforms when you click on or interact with
our advertisements
• Calendly or similar scheduling tools when you book a consultation
• Referral sources, including past clients or business partners who refer you to us
3. How We Use Your Information
We use the information we collect to:
• Respond to your inquiries and schedule consultations
• Provide retirement planning education and discuss insurance and annuity products
• Communicate with you by email, phone, or text message about your consultation or
services
• Improve the Site, our marketing, and the quality of our services
• Comply with legal, regulatory, and licensing requirements applicable to insurance
professionals
• Protect against fraud, unauthorized activity, and security risks
4. How We Share Your Information
We do not sell your personal information. We share information only in the circumstances below.
Service providers
We share information with vendors that help us operate the Site and our business, including
customer relationship management platforms, scheduling tools, email and text messaging
providers, and hosting and analytics providers. These vendors are contractually required to
protect your information and use it only to perform services for us.
Insurance carriers and submission partners
If you decide to apply for an insurance or annuity product through us, we share information with
the issuing carrier as required to complete your application. That sharing is governed by the
privacy practices of the carrier issuing the product.
Legal requirements
We may disclose information if required by law, court order, subpoena, or regulatory
investigation, or to protect our legal rights and the safety of others.
Business transfers
If HavenPoint is involved in a merger, acquisition, or sale of assets, your information may be
transferred to the successor entity subject to this Privacy Policy.
The Site uses cookies, pixels, and similar technologies to recognize your device, remember
preferences, and analyze how the Site is used. The tools in active use are:
• Essential cookies required for the Site to function
• Analytics tools that show how visitors use the Site
• Meta Pixel, which measures the performance of our advertisements on Facebook and
Instagram and helps display relevant ads
You can control cookies through your browser settings. Disabling cookies may limit some Site
features. You can also opt out of Meta advertising tracking through your Facebook ad
preferences.
5. Cookies and Tracking Technologies
6. Text Messaging Consent
By providing your phone number, you consent to receive text messages and phone calls from HavenPoint about your inquiry, scheduled consultation, or services. Message and data rates may apply. Reply STOP to any text message to opt out, or contact us using the information in Section 14. Opting out of text messaging does not affect other communications you have requested.
7. Email Communications
If you provide your email address, you may receive emails from HavenPoint with educational content, consultation confirmations, and retirement planning information. Every email contains an unsubscribe link, and you can also unsubscribe by contacting us directly.
8.Data Retention
We retain personal information for as long as needed to provide our services, comply with legal obligations (including state insurance recordkeeping requirements, which extend several years past the end of a client relationship), resolve disputes, and enforce our agreements.
9.Data Security
We use reasonable administrative, technical, and physical safeguards to protect personal information. No method of internet transmission or electronic storage is completely secure, so we cannot guarantee absolute security.
10.Your Privacy Rights
California residents (CCPA / CPRA)
California residents have the right to:
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Know what personal information we collect, use, disclose, and (if applicable) sell
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Access or obtain a copy of the personal information we hold about them
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Request deletion of personal information, subject to legal exceptions
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Correct inaccurate personal information
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Opt out of the sharing of personal information for cross-context behavioral advertising
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Limit the use of sensitive personal information
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Not be discriminated against for exercising these rights
We do not sell personal information in the traditional sense. To exercise any of these rights, contact us using the information in Section 14.
Texas residents (TDPSA)
Texas residents have rights under the Texas Data Privacy and Security Act, including the right to access, correct, delete, and obtain a portable copy of personal information, and the right to opt out of targeted advertising and profiling. To exercise these rights, contact us using the information in Section 14.
Virginia, Colorado, and Connecticut residents
Residents of Virginia (VCDPA), Colorado (CPA), and Connecticut (CTDPA) have similar rights to access, correct, delete, and obtain a portable copy of personal information, and to opt out of targeted advertising. To exercise these rights, contact us using the information in Section 14.
Other state privacy rights
Depending on your state of residence, you may have additional rights. Contact us to exercise any state privacy right available to you.
11.Children's Privacy
The Site is not directed to individuals under 18 years of age, and we do not knowingly collect personal information from anyone under 18. If you believe a minor has provided personal information, contact us and we will delete it.
12.Third-Party Links
The Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. We recommend reviewing the privacy policy of any third-party site you visit.
13. Changes to This Privacy Policy
We may update this Privacy Policy. The current version is always posted on the Site with an updated Effective Date. Continued use of the Site after an update constitutes acceptance of the revised policy.
14.Contact Us
To ask a question about this Privacy Policy or to exercise a privacy right, contact us at:
HavenPoint Retirement Strategies, LLC Mailing address: 539 W. Commerce St #2937 Dallas TX 75208
Email: Josh@havenpointretirement.com
Phone: 469-829-6352