These terms and conditions explain how you may use this website (the “Site”). References in these terms to the Site include annuityalliance.com, info.annuityalliance.com, and any other sites operated by AdvisorRPM LP, and all associated web pages. You should read these terms and conditions carefully before using the Site. By accessing or using this Site, or otherwise indicating your consent, you agree to be bound by these terms and conditions. If you do not agree with or accept any of these terms, you should stop using the Site immediately.
By using this Website, you undertake that you are 18 years of age or older or as applicable in your state.
“we”, “us” or “our” means AdvisorRPM LP.
“you” or “your” means the person accessing or using the Site.
“Site” means any and all web domains, pages or services offered by AdvisorRPM LP, including annuityalliance.com and affiliated web properties such as info.annuityalliance.com.
Annuity Alliance is a brand operated by AdvisorRPM LP. Services offered through the Site are administered by AdvisorRPM LP.
This Website collects data from users and passes this information, unaltered where applicable, to our chosen third-party entities with user approval.
By providing personal information on the “Website” you consent and acknowledge that you will be contacted by an Annuity Alliance customer service representative to facilitate a conversation with a licensed advisor in your area.
Your personal information may be disclosed to service providers existing and operating outside of the United States.
Alterations to these terms and conditions can be made from time-to-time and, once published; these alterations will become immediately effective.
This Website cannot guarantee nor be held responsible for:
Should an agreement or contract be made with a third-party entity by Annuity Alliance, the terms and conditions of that third party agreement or contract are not the responsibility of Annuity Alliance, and are wholly separate from these terms and conditions.
Express permission must be secured prior to the reproduction or the redistribution of material contained on this Website.
Annuity Alliance retains exclusive rights to this Website. All company names and products described on this Website are the property of their respective owners.
Information gathered from this Website must not be used for illegal, immoral, or fraudulent purposes.
We take significant strides to ensure all data on this Website is accurate and up to date, and we endeavor to immediately correct inaccuracies as we are made aware of them. To the extent of the law, however, we will not take any responsibility for the Website or its’ contents or for inaccuracies published on this Website.
This Website does not validate, monitor, or endorse any third party submitted to this Website, and such information may be inaccurate. Annuity Alliance does not validate, monitor or endorse the data or quotations collected from third parties as presented to you on the search results page.
Annuity Alliance is not held responsible for the harmful effects of technology that could result from using this Website, and give no warranty that this Website is free from viruses. Annuity Alliance is excluded from liability where applicable by law, should any losses or claims occur as a result of an inability to access this Website or the use of the information contained therein.
In the event any of the above terms and conditions be breached, we reserve the right to terminate the agreement and immediately remove, cancel, and/or suspend access to this Website and its functions without notice.
All disclaimers, indemnities and exclusions stated within these terms and conditions shall survive termination of the agreement between us for any reason.
Annuity Alliance is not liable for failure to undertake any obligation under this agreement if failure results from events out of its control, including without limitation Internet/telecoms outages, fire, flood, war and acts of God.
The Website is solely directed at those who access the Website from the United States.
Should any provision of the agreement be held unlawful or invalid, that provision shall be deemed severed. Where relevant, the validity of the remaining provision of the agreement will not be affected.
Should Annuity Alliance not enforce any provision of this agreement, such will not be considered a waiver of any provision or right.
Use of the Website and these terms are subject to the laws of the United States which shall exclusively govern the interpretation, application and effect of all the above permissions, exclusions, licenses and conditions of use and shall be construed in accordance with the laws of the United States and the parties submit to the exclusive jurisdiction of the United States courts. Legal disputes will be adjudicated by a court of competent jurisdiction in Oakland County, Michigan and without any claim or consideration of legal diversity.
If you have any questions about this Site or these terms, please contact AdvisorRPM LP at support@advisorrpm.com.
This Privacy Notice applies to customer information AdvisorRPM LP collects through this website.
This website is operated by AdvisorRPM LP. Annuity Alliance is a brand operated by AdvisorRPM LP. In this Privacy Notice, the terms “we”, “our” and “us” mean AdvisorRPM LP.
If you have a question or complaint about our personal information handling practices, please contact us at support@advisorrpm.com using the subject line “PRIVACY NOTICE ENQUIRY”.
This Privacy Notice is effective as of September 1, 2026 and governs our practices with respect to personal information we collect through this website, including annuityalliance.com and info.annuityalliance.com.
We collect personally identifiable information such as names, mailing addresses, email addresses, phone numbers, and financial information only when voluntarily submitted by our users. The information collected is used to provide a specific service and is only used to fulfill your specific request unless you give us express permission to use it in another manner.
If you wish to opt-out of any form of future communications, either by email or by telephone, please advise our agents as such during initial contact.
Please note that this privacy policy applies only to this Website. If you travel to another Website from this one, please review the privacy policy as posted on that Website.
This Website uses cookie and tracking technology dependent on the features offered. Cookie and tracking systems are useful for gathering information, such as your browser type and operating system, and also allows us to track the number of visitors to our Website and how this Website is used.
Cookies may also help customize the features of the site. Please note that personal information is not collected by cookies or tracking technology; however, personal information may be tied to it. You agree that aggregate cookie and tracking information may be shared with third parties at our sole discretion.
We do not display third-party advertising on this Website.
We do advertise our own services elsewhere on the internet. This Website uses first-party cookies such as Google Analytics cookies, and third-party cookies such as DoubleClick, so that our advertisements may be shown to people who have previously visited this Website. This practice is known as remarketing.
You can control how Google uses this information, and opt out of personalized advertising, through Google Ad Settings at adssettings.google.com. You can also install the Google Analytics opt-out browser add-on, which is available for most popular browsers.
In some cases, we may share information with governmental agencies and other companies in order to assist us in fraud prevention or fraud investigation. We may share information when:
Information gathered under such circumstances is not provided to outside companies for marketing purposes. In order to provide you with proper service, we require you to provide us with relevant personal and financial information. We will not collect any data about you unless you have submitted it to us, and by doing so, you have consented to its use. This information may be passed on to qualified and licensed third parties in order to properly process your application and provide you with an up to date, efficient, and reliable service.
Your personally identifiable information is kept secure. Only authorized employees, agents, and contractors (who have agreed to keep information secure and confidential) have access to this information. We reserve the right to make changes to this policy. Any changes to this policy will be posted on the Website.
We use industry-standard technical and organizational safeguards to protect your personal information. Information you submit through this Site is encrypted in transit using Transport Layer Security (TLS), and is stored encrypted within our systems.
Access to your information is restricted to authorized personnel, protected by two-factor authentication, and limited to those who need it in order to respond to your request. Information retained for record-keeping is exported and stored in encrypted form.
We do not keep your personal information longer than we need it. Personally identifying fields are automatically deleted from our systems 30 days after submission.
Although we take these precautions, no method of transmission over the internet or method of electronic storage is completely secure. We cannot guarantee that unauthorized access, hacking, data loss or other breaches will never occur.
When you submit a form on this Site, you are asking us to prepare a report and to discuss it with you. To do that, we need to contact you.
By submitting your information, you consent to be contacted by Annuity Alliance by telephone call, text message (SMS) or email at the contact details you provide. Annuity Alliance is operated by AdvisorRPM LP.
If, during that conversation, you qualify and separately agree, we will share your information with a licensed insurance professional who may then contact you to discuss annuity options. We will not pass your information to a licensed insurance professional without that separate agreement.
Your consent is not a condition of purchase. You may opt out at any time by stating “Do Not Call” during any call, replying “STOP” to any text message, or requesting removal by email at support@annuityalliance.com.
Calls to and from Annuity Alliance may be recorded or monitored for training, monitoring and quality assurance purposes, and to record any consent you provide during the call. By submitting a form on this Site and speaking with us, you acknowledge and consent to that recording.
For any question about this Privacy Notice, or to access, correct or delete personal information we hold about you, contact AdvisorRPM LP at support@advisorrpm.com.