At Metzler Retirement, we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and protect the data you share with us through our website, forms, and communication channels.
1. Information We Collect
We may collect personal and non-personal information when you interact with us, including:
Personal Information: Name, email address, phone number, mailing address, date of birth, and other contact details.
Financial Information: Details related to retirement plans, investments, or other financial goals you share with us.
Website Usage Data: Information such as your IP address, browser type, device information, and browsing behavior on our site.
2. How We Use Your Information
Your information helps us deliver and improve our services. We may use it to:
Provide personalized retirement planning and consultation services.
Communicate with you regarding your inquiries or ongoing plans.
Send updates, resources, and relevant offers (you may opt out anytime).
Comply with legal, regulatory, or compliance requirements.
Improve our website’s functionality and user experience.
3. How We Protect Your Information
We implement appropriate administrative, technical, and physical safeguards to protect your personal data against unauthorized access, alteration, disclosure, or destruction.
While we take security seriously, please note that no method of online transmission or storage is 100% secure.
4. Sharing of Information
We do not sell, rent, or trade your personal information.
We may share your data only when necessary:
With trusted service providers who assist us in operating our business (under strict confidentiality agreements).
To comply with applicable laws, regulations, or legal processes.
To protect our rights, safety, or the rights of others.
5. Your Rights and Choices
You have the right to:
Access, update, or correct your personal information.
Request deletion of your information, where legally permissible.
Opt out of receiving marketing emails or messages at any time.
To exercise these rights, please contact us using the information below.
6. Cookies and Tracking Technologies
Our website may use cookies or similar technologies to enhance your browsing experience and collect information about site usage. You can adjust your browser settings to refuse cookies, but this may affect website functionality.
7. Links to Other Websites
Our website may contain links to third-party websites. Metzler Retirement is not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies when visiting them.
8. Updates to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with the updated date. Continued use of our site after changes means you accept the revised policy.
9. Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy, please contact us at:
📧 Email: [email protected]
🌐 Website: www.metzlerretirement.com