Scope
This policy describes how Survival 401K, LLC handles personal information collected through this website, our contact and application forms, our scheduling provider and ordinary business communications.
Categories of information we may collect
- Identifiers and contact details such as name, email address, phone number and mailing address.
- Business information you provide, such as entity type, ownership details and whether you have employees.
- Service records, including appointments booked, messages exchanged and documents prepared.
- Technical data such as IP address, device and browser type, referring pages and pages viewed.
Please do not send Social Security numbers, account numbers or other sensitive identifiers through website forms or unencrypted email.
Forms and scheduling providers
Consultations are booked through a third-party scheduling and client-management provider, and the client portal is operated by that provider. Information you enter there is processed under that provider's own terms and privacy practices in addition to this policy. Website contact forms may be delivered through a third-party form or email service.
How we use information
- To respond to enquiries and schedule consultations.
- To prepare plan documents and provide implementation and ongoing support.
- To send service, administrative and reminder communications.
- To maintain records, improve our website and meet legal obligations.
Analytics and cookies
We may use cookies or similar technologies to operate the site and understand how it is used in aggregate. Most browsers allow you to refuse or delete cookies; doing so may affect site functionality.
Service providers and sharing
We may share information with service providers who support our operations, such as scheduling, document preparation, email, hosting and professional advisers, and with third parties you ask us to coordinate with. We may disclose information where required by law or to protect legal rights. We do not sell personal information.
Data security
We use reasonable administrative and technical measures intended to protect personal information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Retention
We keep information for as long as needed to provide services and to satisfy legal, tax and recordkeeping requirements, after which it is deleted or de-identified.
Your choices
You may ask us to update or delete your contact information, and you may opt out of marketing messages at any time using the unsubscribe link or by contacting us. Some records must be retained for legal or contractual reasons. Residents of some states may have additional rights; contact us to make a request.
Children
This website is intended for adults. We do not knowingly collect personal information from children under 13.
Changes to this policy
We may update this policy from time to time. The revised version will be posted on this page with a new review date.
Contact
Survival 401K, LLC - 833-224-5517, info@survival401k.com.
Last reviewed September 2026.