Privacy Policy

Effective September 29, 2026 · Updated October 28, 2026

This Privacy Policy explains how Greg Stevens, doing business as Ask Greg About Annuities ("we," "us," or "our"), collects, uses, and protects information you provide through askgregaboutannuities.com, our chat widget, forms, phone calls, email, and text messages.

Information we collect

We collect information you choose to give us, such as your name, email address, phone number, and details about your financial situation or questions. We may also collect basic technical information, such as your browser type and pages visited, to keep the site working properly.

How we use your information

We use your information to respond to your questions, schedule and hold conversations, provide the services you request, send appointment reminders and follow-up messages, and meet our legal and regulatory obligations.

Text messaging (SMS)

If you provide your mobile number and opt in, we may send you text messages related to your inquiry, appointments, and our services. Message frequency varies. Message and data rates may apply. You can opt out at any time by replying STOP, and reply HELP for help.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All of the categories described in this policy exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Website analytics and cookies

This site uses Google Analytics to understand how visitors use it, such as which pages are viewed, how long visits last and what device or general location (city level) a visit comes from. Google Analytics uses cookies and similar technologies to collect this information, which is reported to us in aggregate and does not include your name, email or phone number. You can block cookies in your browser settings or install the Google Analytics opt-out browser add-on. Learn more in how Google uses information from sites that use its services.

How we share information

We do not sell your personal information. We share information only with service providers who help us operate our business (such as our scheduling, email, and customer management tools), with insurance carriers when you ask us to submit an application on your behalf, or when required by law. These providers may use your information only to perform services for us.

How we protect information

We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission over the internet is completely secure, so please do not send Social Security numbers or account numbers through our website, chat, or text messages.

Your choices

You may ask us to update or delete your information, or stop contacting you, at any time by emailing greg@askgregaboutannuities.com. To stop text messages, reply STOP.

Contact us

Greg Stevens, Ask Greg About Annuities
Austin, Texas
Email: greg@askgregaboutannuities.com
Phone: 512.764.0723