Privacy Policy

When you request a retirement income review or an agent consultation, we collect the details you provide: your first name, last name, email address, phone number, and your answer to a single qualifying question (your retirement savings range, or whether you hold an active life insurance license). We also collect standard technical and campaign attribution data, such as the page you arrived on and Google click identifiers. If you check the optional SMS box, we also record that consent.

We use your information to contact you about the review or consultation you requested, to route your inquiry to our team and customer systems, and to send an internal notification so someone can follow up. We use campaign attribution data to understand which Google Ads campaigns are effective.

If you affirmatively check the optional SMS consent checkbox on our website form, CNRGY USA may send you SMS/text messages. These messages may include inquiry responses, retirement-review and agent-consultation scheduling, appointment confirmations, reminders, and service updates. Providing a phone number or submitting the form without checking the SMS box does not constitute consent to receive text messages.

Message frequency may vary. Message and data rates may apply. Consent is not a condition of purchase. Reply STOP to opt out. Reply HELP for help or contact us at book@cnrgyusa.com or 214-502-6761.

Your mobile information will not be sold or shared with third parties for promotional or marketing purposes. We will not share mobile information with third parties for promotional or marketing purposes.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign. We may share your Personal Data, including your SMS opt-in or consent status, with third parties that help us provide our messaging services, including but not limited to platform providers, phone companies, and any other vendors who assist us in the delivery of text messages.

Your phone number is used solely for communicating with you about the services you requested.

We do not sell your personal information. We share it only with the service providers who help us operate this site and manage inquiries, and only as needed to respond to your request or as required by law.

Your mobile information will not be sold or shared with third parties for promotional or marketing purposes. We will not share mobile information with third parties for promotional or marketing purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign. We may share your Personal Data, including your SMS opt-in or consent status, with third parties that help us provide our messaging services, including but not limited to platform providers, phone companies, and any other vendors who assist us in the delivery of text messages.

We use Google tools, including Google Tag Manager and Google Ads conversion measurement, to understand site performance and campaign results. These tools may set cookies or use identifiers to measure conversions. We do not use Meta or other social advertising pixels on this site.

You may ask us to update or delete the information you submitted, or to stop contacting you, at any time. Contact us at book@cnrgyusa.com or 214-502-6761 and we will honor your request. Reply STOP to opt out of SMS at any time.

If you have questions about this policy or your information, email book@cnrgyusa.com or call 214-502-6761.

Terms