“My first appointment had over $1M to invest into annuities,
and he was well prepared for my visit. The qualification team really did its job!
Oct, 09, 2015
Copyright 2014,
For years, Info-investments.com has provided objective, unbiased annuity information to consumers interested in making the right choices with their retirement savings. We do NOT sell annuities or any other financial products or services, and we are NOT affiliated with any other company. Our job is to answer questions on as wide a range of annuity topics as possible, and provide free annuity quotes to consumers who feel an annuity might be the right fit for them.
Financialize.com is a marketing technology company designed specifically to help Financial
Professionals source and purchase leads. We provide the traditional method of lead purchase as
well as an auction platform that allows advisors and agents to create territories from which they
would want to receive lead alerts, and an auction process that allows them to place bids on those
leads they wish to target.
We have a combined 25+ years experience in generating high-quality financial leads, and we
work with some of the biggest brands both online & offline.
One of our core value propositions is that we control the lead process from A to Z, including
owning and operating our own call center. As a result, we leave nothing to chance and can
ensure that all aspects of lead quality can be closely monitored.
Financialize.com a privately held Limited Liability Company registered in Delaware.
For more information, please contact us.
In this document “www.Financialize.com.” or “we” refers to www.Financialize.com. and www.Financialize.com., Inc. Instances of the word “you” refer to a visitor to this website who, by using our online services, agrees to these terms of use. You should read through all the Terms carefully. The Terms constitute a legally binding agreement between you and www.Financialize.com., Inc. a Delaware corporation that is the owner of the Site. You agree that your use of the Site, including provision or use of any Content, does not violate any applicable law.
www.Financialize.com. does not offer individual investment advice. This site is published with the understanding that the publisher is not engaged in rendering legal, tax, or investment services. Since each individual’s situation is unique, a qualified professional should be consulted before making financial decisions.
The information is provided on an “as is” basis. We make no guarantees as to the accuracy, thoroughness or quality of the information, and are not responsible for errors or omissions. The information provided at this site is neither comprehensive nor appropriate for every individual. Some of the information is relevant only in Canada or the U.S., and may differ elsewhere. Some of the site content and linked sites relate to subjects or investment strategies that might not be appropriate for some individuals. You are strongly cautioned to verify any information before using it for any personal, financial or business purpose. This site is provided on the express condition, to which all making use thereof assent, that no liability shall be incurred by www.Financialize.com., www.Financialize.com., Inc. or any of its employees.
You also understand that www.Financialize.com. cannot and does not guarantee or warrant that files available for downloading through the site will be free of infection or viruses or other code that manifest contaminating or destructive properties. You are responsible for implementing sufficient procedures and checkpoints to satisfy your particular requirements for accuracy of data input and output, and for maintaining a means external to the site for the reconstruction of any lost data.
When you use the Site to send an information request to us, you agree to allow the Site to add your e-mail address to our database of contacts. Please review our Privacy Policy for more information regarding our information collection practices and safeguards, and how to opt not to receive e-mails. Your use of the Site signifies your acknowledgement of and agreement with our Privacy Policy, which is expressly incorporated into these Terms.
In no event will www.Financialize.com. be liable for (i) any incidental, consequential, or indirect damages including, but not limited to, damages for loss of profits, business interruption, loss of programs or information, etc. arising out of the use of or inability to use the service, or any information or transactions provided on the service, or downloaded from the service, or any delay of such information or service. Even if www.Financialize.com. or its authorized representatives have been advised of the possibility of such damages, or (ii) any claim attributable to errors, omissions, or other inaccuracies in the service and/or materials or information downloaded through the service. Because some countries do not allow the exclusion or limitation of liability for consequential or incidental damages, the above limitation may not apply to you. In such countries, www.Financialize.com.’s liability is limited to the greatest extent permitted by law.
All Content on the Site, and the Site itself, is protected by copyright and you will abide by any and all additional copyright notices, information, or restrictions contained in or relating to any Content on the Site. Copying or storing of any Content other than for your personal, noncommercial use is expressly prohibited without the prior written permission from us or the applicable copyright holder.
We may change, suspend or discontinue any aspect of the Site at any time, including the availability of any Site features, database, or Content. We may also impose limits on certain features or services or restrict your access to parts or all of the Site without notice to you or liability to us.
This Site may contain links and pointers to other Internet sites. Links to and from the Site to other sites, maintained by third parties, do not constitute an endorsement by us of such third-party sites or the contents thereof.
We do not separately file the Terms entered into by each user of the Site. Please make a copy of these Terms for your records by printing and/or saving a downloaded copy of the Terms on your personal computer.
We may immediately and in our sole discretion terminate any user’s access to or use of the Site due to such user’s breach of these Terms, our Privacy Policy or other unauthorized use of the Site. If you are aware of or experience any Content, activity or communication through or in connection with the Site that appears to be in violation of the above, or in violation of any other provision of these Terms, we ask that you please contact and inform us of any such violations; Contact Us.This agreement shall all be governed and construed in accordance with the laws of Delaware in the United States of America. By using our website, you consent to the agreement as specified above.
Last updated January, 2023
This Privacy Policy describes how Annuities.net (“we”, “us, or “our”) collects, uses, shares, and secures your personal information in connection with our website, mobile applications, and other digital properties that link to this Privacy Policy (collectively, the “Sites”) and how we provide the Sites, educational materials, insurance coverage estimates and quotes, insurance brokerage services, estate planning tools, and other services (the “Services”) more broadly. It applies to information collected from and about you in connection with your use of the Sites and Services, as well as from other sources, such as over the telephone with our representatives or from third parties in connection with our Services, and not to External Sites (as defined below). By using the Sites and Services, you consent to the data practices described in this Policy.
As providers of Services that involve the use of personal – and sometimes sensitive – information, protecting the confidentiality of that information is a top priority. This means we will never sell your personal information and we use industry standard technical, physical, administrative, and organizational controls, to ensure the security and confidentiality of your data!
Our Privacy Policy applies to personal information we collect, use, and share in connection with offering you financial products or services (including insurance products and services), whether that information is obtained through our Sites, over the telephone, from third parties, or by any other lawful means.
We may change this Privacy Policy at any time, and we take such steps as required by applicable law to notify you of any material changes. Your continued use of the Sites or Services following the update and notification means that you consent to our updated policy.
Usage and Sharing
We use information collected on and through the Sites for a variety of purposes in the course of business and as otherwise set forth herein. For example, such information may be used to process your applications to receive quotes or to send you a referral for a licensed advisor in your area. This information may also be used to evaluate what portions of the site are more popular than others, determine where visitors came from, where they go, and how long they stay on a particular page, or the site in general. We may match information collected from you through different means or at different times, and use such information along with information obtained from other sources, including third parties.
Form data may be forwarded to a financial professional who may contact you by email, telephone, postal mail or other forms of communication. We are not responsible, and shall not be liable, if an agent, broker or company to whom we forward your data to violates our Privacy Policy or their own privacy policy, if any.
We may disclose your information to companies that perform technology or marketing services for us. We may transfer, sell or assign aggregate, non-personally identifiable information about site usage to third parties. We may transfer, sell or assign personal information to third parties as a result of a sale of all or substantially all of our assets relating to this portion of our business or in connection with a merger, consolidation, change in control, reorganization or liquidation. We also reserve the right to disclose any information concerning you if required by law or to protect or defend our rights or the rights or well-being of our users or if you are involved (or are reasonably suspected to be involved) in any illegal activity, even without a subpoena, warrant or court order.
Consent to Processing
By providing any personal information to this site, you fully understand and unambiguously consent to the transfer of such personal information to, and the collection and processing of such personal information in the United States.
By submitting this information you are authorizing a licensed; Advisor, Agent, and/or Insurance Professional in the financial services business to contact you directly with quotes, questions or information via telephone, fax, and email, regardless of the presence of your phone number(s) on any local or national no-call list. It is our policy to only share your name with one advisor in your area however from time to time if an advisor is unavailable we will find another advisor to serve you.
Information Collected Generally
For Marketing purposes pursuant to joint marketing arrangements. You may opt out of receiving our marketing communications at any time by contacting us at [email protected] or by using the unsubscribe link in any of our communications. If you wish to opt out of receiving marketing communications from our joint marketing partners, you will need to opt out of those communications directly with those partners.
How We Secure Your Information
We maintain commercially reasonable administrative, physical and technical safeguards designed to prevent any unauthorized use, access, destruction, loss, alteration, or disclosure of your data.
While we take commercially reasonable steps to protect your data we cannot guarantee perfect security – no internet-based service can. No security system is impenetrable. Despite our security measures, we cannot guarantee the security of our databases, nor can we guarantee that the information you supply will not be intercepted while being transmitted to and from us over the Internet.
Cookies
As is standard practice on many websites, we use cookies.
A cookie is a small file containing an identifier (a string of letters and numbers) that is sent by a web server to a web browser and is stored by the browser. The identifier is then sent back to the server each time the browser requests a page from the server.
Cookies may be either “persistent” cookies or “session” cookies: a persistent cookie will be stored by a web browser and will remain valid until its set expiry date, unless deleted by the user before the expiry date; a session cookie, on the other hand, will expire at the end of the user session, when the web browser is closed. We use both persistent and session cookies on our website.
We do not link the information we store in cookies to any personally identifiable information you submit while on our site.
Most browsers allow you to refuse to accept and/or to delete cookies already stored on your computer. However, blocking and/or deleting cookies will have a negative impact on the usability of many websites, including ours.
Children’s Privacy
Our Service does not address anyone under the age of 18 (“Children”).
We do not knowingly collect personally identifiable information from anyone under the age of 18. If you are a parent or guardian and you are aware that your Children has provided us with Personal Data, please contact us. If we become aware that we have collected Personal Data from children without verification of parental consent, we take steps to remove that information from our servers.
External Sites
The Sites may contain links to third-party websites, including, without limitation, the websites of the insurance carriers offering the third-party insurance products made available to you through the Services (“External Sites”), but we do not endorse, and we are not responsible for the content of any linked External Sites or for the privacy practices of the third parties that own and operate such sites. Before using any External Site, please refer to the terms of use and privacy policies of the External Sites for more information, as those terms and policies govern your use of such External Sites.
Your Acceptance of this Policy
By using this site, you signify your acceptance of our Privacy Policy. If you do not agree to this policy, please do not use our site. We reserve the right, at our discretion, to change, modify, add, or remove portions from this policy at any time so visitors are encouraged to review this policy from time to time. Your continued use of our site following the posting of changes to these terms means you accept these changes.
Contact Us
If you have additional questions or would like more information regarding our information collection, use of information, or disclosure practices, please feel free to contact us at [email protected]
Contact us about any questions you may have about our site, or products, and our company. Our toll free number is (888) 390-4132, or you can email us at: [email protected] .
| Investment Amount | Price per Lead |
|---|---|
| $0 to $25,000 | Not a Priority Lead |
| $25,000 to $50,000 | $350 |
| $50,000 to $100,000 | $450 |
| $100,000 to $500,000 | $475 |
| Over $500,000 | $500 |
0