Scope
This policy applies to annuityorigin.com and the forms, booking pages and other services available through this website. It covers information from advisors, agencies, business contacts and other website visitors.
AnnuityOrigin is a DBA of PLUTONIUM HOLDINGS LLC. In this policy, "AnnuityOrigin", "we" and "us" mean PLUTONIUM HOLDINGS LLC doing business as AnnuityOrigin.
Information we collect
We collect information you provide directly, including:
- Contact information, such as your name, business email address and phone number.
- Practice and qualification information, such as licensing coverage, annual production, appointment capacity, marketing activity and details you choose to provide about your business.
- Scheduling and communication information, including appointment details and messages exchanged with us.
We may also receive basic technical information when you use the website, such as your IP address, browser type, device information, referring page and server logs. The qualification form temporarily stores draft answers in your browser so you can continue the form.
How we use information
We use information to:
- Review qualification submissions and determine whether our services may fit your practice.
- Schedule calls, respond to requests and communicate about our services.
- Operate, secure, troubleshoot and improve the website and related workflows.
- Maintain business records, prevent abuse and comply with applicable legal obligations.
How we disclose information
We may disclose information to service providers that support our hosting, databases, workflow automation, customer relationship management, scheduling, communications, security and professional services. These providers may process information only for the services they perform for us.
We may also disclose information when required by law, to protect rights or safety, or as part of a merger, financing, acquisition or sale of business assets. We do not sell personal information for money.
Text messaging (SMS) opt-in
You can opt in to text messages from PLUTONIUM HOLDINGS LLC, doing business as AnnuityOrigin, by checking the optional SMS consent box on our discovery call request form at annuityorigin.com/request-call or on the contact step of our qualification form at annuityorigin.com/landing. Providing your phone number alone does not opt you in to text messages. If you opt in, we send informational messages about your discovery call, such as confirmation of your request, scheduling links, call reminders and updates about your appointments with us.
Message frequency varies. Message and data rates may apply. Reply HELP for help. You can opt out at any time by replying STOP. See our Terms & Conditions for the full text messaging terms.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Retention and security
We retain information for as long as reasonably necessary to review and respond to your request, provide services, maintain business and legal records, resolve disputes and enforce agreements. Retention periods depend on the type of information and why it was collected.
We use reasonable administrative, technical and organizational safeguards. No website, transmission method or storage system can be guaranteed to be completely secure.
Your choices and privacy rights
You may ask us to access, correct or delete information associated with you. You may also ask us to stop certain communications. Depending on where you live, applicable law may provide additional rights, such as obtaining a copy of your information or appealing a denied request.
We may need to verify your identity before completing a request. We will not discriminate against you for exercising an applicable privacy right.
Third-party services and links
The website uses third-party services, including Calendly for appointment scheduling and PostHog for website analytics. Information you submit directly to a third-party service is also governed by that provider's privacy policy. Links to other websites are governed by their own terms and privacy practices.
Children's privacy
Our services are intended for business professionals and are not directed to children under 18. We do not knowingly collect personal information from children through this website.
Changes to this policy
We may update this policy as our services, vendors or legal obligations change. We will post the revised policy on this page and update the effective date.
Contact us
For questions about this policy or requests concerning your information, contact AnnuityOrigin: