Privacy Policy
Last Updated: April 2026
1. Information We Collect
We collect information that you provide directly to us, including:
- Name, email address, and phone number
- Financial and retirement planning information
- Survey responses and consultation notes
2. How We Use Your Information
We use the information we collect to:
- Provide retirement planning services
- Communicate with you about your policy
- Send important updates and notifications
3. Information Sharing
We do not sell, trade, or rent your personal information to third parties. We may share your information with:
- Insurance carriers (e.g., Ameritas) for policy underwriting
- Service providers who assist in our operations
- Legal authorities if required by law
4. Data Security
We implement reasonable security measures to protect your personal information. However, no method of transmission over the Internet is 100% secure.
5. Your Rights
You have the right to:
- Access your personal information
- Request correction of inaccurate information
- Request deletion of your information (subject to legal requirements)
- Opt-out of marketing communications
6. Contact Us
If you have questions about this Privacy Policy, please contact us at:
Roddy Life Planning Group, LLC
Fairfax, Virginia
Phone: (703) 895-5363
Email: [email protected]