Speak with a Registered Agent: 1-866-223-2121

Speak with a Registered Agent: 1-866-223-2121

Privacy Policy

This Privacy Policy describes the personal data collected or processed when you use Annuity FYI’s website(s). It also explains how your personal data is used, shared and protected, what choices you have relating to your personal data, and how you can contact us.

At AFYI Holdings Group, LLC, we take privacy seriously and are committed to protecting the personal information of our users. This Privacy Policy outlines how we collect, use, and share opt-in information collected through our website.

We may ask you for certain personal data to provide you with information you request. The personal data may include your name, email, address, telephone number, and financial products you own or are interested in.

We use your personal data in the following ways:

  • to provide you with information you request;
  • to communicate with you about news or events you may be interested in;
  • to refer you to unaffiliated financial professionals to assist you;>
  • to understand user behavior or preferences;
  • to organize and present information on our website.

Your personal information is not shared with third parties except it may be shared with unaffiliated financial professionals we refer you to for purpose of addressing your individual financial situation.

When interacting with our website, certain data is automatically collected from your device or web browser. This data includes: Device IDs, call state, network access,; and Cookies, IP addresses, referrer headers, data identifying your web browser and version, and web beacons and tags.

We do not knowingly collect personal information online from children under the age of 13.

If you fill in one of our online forms and request to be put on our e-mail list, we will from time-to-time send you Annuity FYI-related notices of new annuity product alerts, articles on annuities, and annuity-related investor opportunities in which we think you may be interested. At any time you may remove your name from our mailing list by clicking UNSUBSCRIBE at the bottom of the e-mail, or by replying to the e-mail. Once you Unsubscribe, you will never receive future mailings. Please do NOT report the e-mail as SPAM to your local ISP — this will not remove you from our mailing list.

Collection of Opt-In Information

We collect opt-in information from users through various forms on our website, including email subscriptions, contact forms, and event registration forms. This information may include, but is not limited to, names, email addresses, and phone numbers. We only collect opt-in information that is necessary for the purpose it was provided for.

 Use of Opt-In Information

 The opt-in information collected through our website is used to provide our users with the services they requested, such as email newsletters, event updates, and customer support. We may also use this information to personalize the user experience on our website and to improve our products and services.

 Sharing of Opt-In Information

In order to provide requested information, AFYI Holdings Group, LLC shares user information and is compensated by unaffiliated financial professionals who have access to user information submitted to Annuity FYI.

 Data Security

 We take appropriate technical and organizational measures to secure the opt-in information collected through our website from unauthorized access, use, disclosure, or destruction.

 Changes to This Privacy Policy

 We may modify this Privacy Policy from time to time to reflect changes in our privacy practices. If we make any changes, we will update this Privacy Policy and post the revised version on our website.

 Contact Information

 If you have any questions or concerns about our privacy practices or this Privacy Policy, please contact us at 503-595-1333.

Terms of Service

These terms and conditions govern the use of SMS services provided by AFYI Holdings Group, LLCd. By subscribing to the service, you agree to be bound by these terms and conditions.

  • To subscribe to the SMS service, the User must opt-in by providing their mobile number to AFYI Holdings Group, LLC.
  • The User acknowledges that message and data rates may apply. AFYI Holdings Group, LLC is not responsible for any charges incurred by the User.
  • The User acknowledges that they may receive up to 1-2 messages per week.
  • The User may opt-out of the SMS service at any time by replying “STOP” to any Message received.
  • AFYI Holdings Group, LLC will promptly stop sending Messages to the User upon receipt of the opt-out request.

 Disclaimer of Liability

AFYI Holdings Group, LLC will not be liable for any loss, damage or inconvenience caused by the use of the SMS service.

 The User assumes all risks and responsibility for the use of the SMS service.

 By subscribing to the SMS service provided by AFYI Holdings Group, LLC, the User agrees to be bound by these terms and conditions. If the User does not agree to these terms and conditions, they should not subscribe to the SMS service.”

 By clicking “submit”, I consent to join the email list and receive SMS from AFYI Holdings Group, LLC, with access to our latest offers and services. Message and data rates may apply. Message frequency varies. More details on this are in our Privacy Policy and Terms and Conditions. Text “HELP” for help. Text “STOP” to cancel.

User data is securely stored by Annuity FYI.

Thank You,

Information Request Form

If you have questions or would like more information, please complete this form and a licensed professional will be happy to help.

By providing your information and clicking 'Submit' above, you acknowledge that you have read and agree to this site's privacy policy. You also provide your consent to be contacted at the email address or phone number provided above (including any wireless number) by licensed agents or representatives from or on behalf of AFYI Holdings Group, LLC and other companies to provide the information requested and/or offer annuities or financial products. You understand that these calls or SMS messages may be generated using an automated telephone dialing system, a pre-recorded message, or artificial voice. Consent to receive such messages is not a condition to purchase any goods or services. You may opt out at any time by following the instructions in the messages you receive.  Receiving quotes and information through our website is free, and you are under no obligation to purchase any goods or services as a result of this request. You affirm that you are the subscriber of the provided telephone number or that the subscriber authorized you to provide the number. Message and data rates may apply. AFYI Holdings Group, LLC is committed to respecting your privacy and adhering to all applicable laws and regulations, including the Telephone Consumer Protection Act (TCPA).