This Privacy Policy explains how Zoop Benefits ("we," "us" or "our") collects, uses and protects information when you visit GreatRetirementRescue.com, register for a seminar or webinar, request a Retirement Rescue Review, download our materials, or receive emails and text messages from us. Great Retirement Rescue is an education program of Zoop Benefits.
1. Information we collect
- Information you give us: your name, email address, mobile number, ZIP code or mailing address, age range, approximate savings range, event preferences, and the questions and concerns you share with us.
- Information you share for a Review: tax returns, account statements, insurance and annuity contracts, Social Security statements and, only with your written consent, IRS transcript data obtained through a third-party service.
- Information collected automatically: your IP address, browser and device type, pages visited, the site that referred you, and information from cookies and similar technologies.
- Information from others: referrals from clients, professionals and event partners.
2. How we use information
- To register you for events and send confirmations and reminders
- To schedule and conduct Retirement Rescue Reviews and prepare recommendations you ask for
- To send educational emails and text messages you have agreed to receive
- To operate, secure and improve our website and services
- To meet our legal, regulatory and recordkeeping obligations
3. How we share information
We do not sell your personal information. We share it only as needed:
- With our affiliated insurance agency, tax strategy firm and investment advisory firm, Zoop Alpha Advisors, and the licensed professionals who work with them, to provide services you request
- With service providers that help us operate — website and CRM, scheduling, email and text delivery, video meetings and secure document storage — who must keep it confidential
- With insurance companies, custodians and other product providers when you apply for or open a product
- With your own professionals, such as your CPA or attorney, when you ask us to
- When required by law, regulation or legal process, or to protect the rights and safety of you, us or others
- As part of a merger, sale or transfer of our business, subject to this policy
4. Text messages
We collect your mobile number and your consent to receive text messages only when you provide them to us.
Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. All of the categories of sharing above exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
You can reply STOP to any message to opt out, or HELP for help. See our Terms and SMS page for details.
5. Cookies and analytics
We use cookies and similar tools, such as analytics and advertising pixels, to understand how our site is used and to measure our advertising. You can block or delete cookies in your browser settings; some features may not work without them.
6. How we protect information
We use administrative, technical and physical safeguards designed to protect your information, and we limit access to people who need it to serve you. No method of transmission or storage is completely secure.
7. How long we keep information
We keep information as long as needed for the purposes above and as required by the laws and recordkeeping rules that apply to insurance and financial services firms.
8. Your choices
- Unsubscribe from emails at any time using the link in each message
- Reply STOP to stop text messages
- Ask to see, correct or delete your information by contacting us, subject to our legal recordkeeping obligations
- Depending on where you live, you may have additional privacy rights under your state's law; we will honor them as required
9. Children
Our website and services are not directed to children under 13, and we do not knowingly collect their information.
10. Other websites
Our site may link to websites we don't control. Their privacy practices are governed by their own policies.
11. Clients of our firms
If you become a client of our insurance agency, tax strategy firm or investment advisory firm, you will also receive the privacy notice for that firm's services, which governs how it handles your nonpublic personal information.
12. Changes to this policy
We may update this policy from time to time. We will post the updated version here with a new effective date.
13. Contact us
Zoop Benefits · 2660 E Diamond Ave, Mesa, AZ 85204
[email protected] · 888-768-9667