Privacy Statement

iPlan Retirement Privacy

 

Our Policy

iPlan Retirement takes privacy seriously. Your information is not collected, sold, shared, bartered, exchanged with anyone for any reason. Your email address, will not be sold, shared, bartered, exchanged, with anyone for any reason. If you request the Free Retirement Guide, Retirement Software, or Retirement Questionaire, we will email you the information, and you will not receive any further emails from us or anyone else.

iPlan Retirement does not request, nor do we require, any personally identifiable information to prepare your retirement plan. You will not be asked for your social security numbers, drivers license numbers, credit card numbers, bank or investment account numbers, or any other information that can be used to access your financial data. They are not necessary to prepare your retirement plan.

Founder's Oath

I have a university degree in marketing and over ten years of financial industry marketing experience. Including the marketing of bank and retirement products. Therefore, I am incredibly familiar with not only how customer information is used for marketing purposes, but also the importance of protecting customer information.

I will not do on to you what I would not want done unto me. I do not appreciate spam, junk mail, or having my personal information used for data mining purposes. I expect people to respect my personal privacy and I promise to respect yours.

Ramsay Mameesh
Founder of iPlan Retirement
The Green Retirement Company

iPlan Retirement
401 Richmond Dr. #206, Millbrae CA 94030
Phone: 650-455-0072

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