Privacy Policy | The Retirement Bank Method™

1. Introduction

The Retirement Bank Method™ ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our services, including the Exit Readiness Scorecard, Business Clarity Snapshot™, and advisory consultations.

2. Information We Collect

We may collect the following types of information:

Personal Information: Name, email address, phone number, and business type when you submit forms or request consultations.
Assessment Data: Responses and scores from the Exit Readiness Scorecard, used to provide your personalized results.
Usage Data: Information about how you interact with our website, including pages visited and time spent.
Device Information: Browser type, operating system, and IP address for security and analytics purposes.

3. How We Use Your Information

To provide and maintain our services, including delivering assessment results and scheduling consultations.
To communicate with you regarding your inquiries, consultations, and service updates.
To improve our website, services, and user experience.
To comply with legal obligations and protect our rights.

4. Data Protection

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. All data transmissions are encrypted using industry-standard SSL/TLS protocols. Access to personal data is restricted to authorized personnel only.

5. Data Sharing

We do not sell, trade, or rent your personal information to third parties. We may share information with trusted service providers who assist us in operating our website and conducting our business, subject to confidentiality agreements. We may also disclose information when required by law or to protect our rights.

6. Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required or permitted by law. You may request deletion of your data at any time by contacting us.

7. Your Rights

You have the right to:

Access the personal information we hold about you.
Request correction of inaccurate or incomplete data.
Request deletion of your personal data.
Opt out of marketing communications at any time.
Lodge a complaint with a data protection authority.

8. Cookies

Our website may use cookies and similar tracking technologies to enhance your browsing experience. You can control cookie preferences through your browser settings. Essential cookies required for site functionality cannot be disabled.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on this page and updating the "Last updated" date. We encourage you to review this policy periodically.

10. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us through the form on our website or reach out to our advisory team directly.