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Privacy Policy

How we collect, use, and protect the information you share with us.

Overview

MaxMyAnnuityIncome.com ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what we collect, how we use it, and the choices you have. By using this site and our annuity audit tools, you agree to the practices described below.

Information We Collect

We collect the information you provide directly when you use our calculator, request an annuity audit, upload a statement, or contact us. This may include your name, date of birth, state of residence, email address, phone number, the values you enter into the calculator, and any documents you choose to upload, such as an annuity statement.

You are never required to include sensitive details on an uploaded document. You may redact account numbers, addresses, and other personal information before uploading.

How We Use Your Information

We use your information to prepare your annuity comparison, deliver your audit results, respond to your questions, and, if you request it, connect you with a licensed advisor. We may also use it to improve our tools and communicate with you about your request.

How We Share Your Information

We do not sell your personal information. We share it only with the licensed professionals and service providers who help us deliver the services you request, and only as needed to do so. We may also disclose information when required by law or to protect our rights and the safety of others.

Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is completely secure, so while we work to protect your data, we cannot guarantee absolute security.

Your Choices

You may decline to provide certain information, though this may limit our ability to complete your audit. You can ask us to access, correct, or delete the personal information we hold about you by contacting us using the details below.

Cookies and Analytics

We use Google Analytics to understand website visits, traffic sources, pages viewed, and actions such as contact-link clicks and successful form submissions. Google Analytics uses cookies and similar technologies to collect usage information, including browser and device information and approximate location. We do not send the contact details, financial information, or documents you enter into our forms to Google Analytics. Advertising personalization is disabled for this setup. You can control cookies through your browser settings.

How Google uses information from sites that use its services · Google Analytics opt-out browser add-on

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the date below. We encourage you to review this page periodically.

Contact Us

If you have questions about this Privacy Policy or how your information is handled, please reach out to us at (234) 4-INCOME · (234) 446-2663 or Support@maxmyannuityincome.com.

Last updated: September 30, 2026

MaxMyAnnuityIncome

Helping retirees discover if their annuity could potentially be delivering more guaranteed income, at no cost.

(234) 4-INCOME · (234) 446-2663Support@maxmyannuityincome.com

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Notice for New York Residents: The calculations on this website are intended for non–New York residents only. If you are a New York resident, please contact us directly or send us your current annuity statement so we can provide state-specific calculations and recommendations.

Disclaimer: The information on this website, including information provided through the comparison tool, is general in nature and is for informational and illustrative purposes only. It is not intended to constitute individualized investment, financial, tax, or legal advice. Projections are estimates based on values entered and assumed rates, and past performance is not indicative of future results. Use of this website, including the submission of information through the comparison tool, does not create an advisory or client relationship. Please consult a licensed financial professional, tax advisor, or legal advisor, as appropriate, regarding your specific situation before making any financial decisions.

Disclosure: Eric Bilitz, Michael Gonzales and Ben Koplan are registered representatives of Vanderbilt Securities LLC and investment advisor representatives of Vanderbilt Advisory Service. Maxmyannuityincome.com and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Advisory Services offered through Vanderbilt Advisory Services. For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures.

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