Privacy Policy

1. Introduction

Welcome to My Pension Tree, LLC ("we", "our", or "us"). We are committed to protecting your personal information and your right to privacy. If you have any questions or concerns about this privacy notice, or our practices with regards to your personal information, please contact us at info@mypensiontree.com.

This Privacy Policy applies to all information collected through our website (https://www.mypensiontree.com), and/or any related services, sales, marketing, or events (we refer to them collectively in this privacy notice as the "Services").

2. Information We Collect

We collect personal information that you voluntarily provide to us when you register on the Services, express an interest in obtaining information about us or our products and services, when you participate in activities on the Services, or otherwise when you contact us.

The personal information that we collect depends on the context of your interactions with us and the Services, the choices you make, and the products and features you use. The personal information we collect may include the following:

• Names
• Phone numbers
• Email addresses
• Mailing addresses
• Job titles
• Contact preferences
• Financial information (e.g., for service engagement)
• Other similar information.

We also automatically collect certain information when you visit, use, or navigate the Services. This information does not reveal your specific identity (like your name or contact information) but may include device and usage information, such as your IP address, browser and device characteristics, operating system, language preferences, referring URLs, device name, country, location, information about how and when you use our Services, and other technical information.

3. How We Use Your Information

We use personal information collected via our Services for a variety of business purposes described below. We process your personal information for these purposes in reliance on our legitimate business interests, in order to enter into or perform a contract with you, with your consent, and/or for compliance with our legal obligations.

• To facilitate account creation and logon process.
• To send administrative information to you.
• To fulfill and manage your orders, payments, returns, and exchanges.
• To post testimonials (with your consent).
• To request feedback and to contact you about your use of our Services.
• To protect our Services (e.g., for fraud monitoring and prevention).
• To respond to legal requests and prevent harm.
• For other business purposes, such as data analysis, identifying usage trends, determining the effectiveness of our promotional campaigns, and to evaluate and improve our Services, products, marketing, and your experience.

4. Will Your Information Be Shared With Anyone?

We only share information with your consent, to comply with laws, to provide you with services, to protect your rights, or to fulfill business obligations. We may process or share your data that we hold based on the following legal basis:

• Consent
• Legitimate Interests
• Performance of a Contract
• Legal Obligations

More specifically, we may need to process your data or share your personal information in the following situations: Business Transfers, Affiliates, Business Partners.

5. SMS Messaging Policy

If you have opted-in to receive SMS messages from us, we will collect and use your mobile phone number to send you transactional messages (e.g., account updates, appointment reminders) and/or promotional messages (e.g., special offers, new product announcements).

Message frequency will vary. Message and data rates may apply. You can opt-out of receiving SMS messages at any time by replying STOP to any message you receive from us. For help, you can reply HELP. Your decision to opt-out of SMS messaging will not affect your ability to use our other services.

We do not share your mobile phone number with third parties for their marketing purposes without your explicit consent.

6. How Long Do We Keep Your Information?

We will only keep your personal information for as long as it is necessary for the purposes set out in this privacy notice, unless a longer retention period is required or permitted by law (such as tax, accounting, or other legal requirements).

7. How Do We Keep Your Information Safe?

We have implemented appropriate technical and organizational security measures designed to protect the security of any personal information we process. However, despite our safeguards and efforts to secure your information, no electronic transmission over the Internet or information storage technology can be guaranteed to be 100% secure.

8. Your Privacy Rights

In some regions (like the EEA, UK, and Canada), you have certain rights under applicable data protection laws. These may include the right (i) to request access and obtain a copy of your personal information, (ii) to request rectification or erasure; (iii) to restrict the processing of your personal information; and (iv) if applicable, to data portability.

If you would like to make such a request, please contact us using the contact details provided below.

9. Updates to This Notice

We may update this privacy notice from time to time. The updated version will be indicated by an updated "Last Updated" date and the updated version will be effective as soon as it is accessible. We encourage you to review this privacy notice frequently to be informed of how we are protecting your information.

10. How Can You Contact Us About This Notice?

If you have questions or comments about this notice, you may email us at info@mypensiontree.comor by post to:

My Pension Tree, LLC
121 Alhambra Plaza, 10th Floor - Suite 19 & 20
Coral Gables, Florida 33134