Privacy Policy

This Privacy Policy describes how Retirement Income Source SFG and its affiliated companies
(collectively, “RIS SFG,” “we,” “us,” or “our”) collect, use, disclose, and protect information
about individuals who visit our websites, use our services, submit information to us, or
otherwise interact with us.

By using our websites or providing information to us, you acknowledge the practices
described in this Privacy Policy.

We may collect information that you provide directly, information collected automatically,
and information received from third parties.

• Information you provide: Name, email address, phone number, mailing
  address, company or firm name, job title, and information included in forms, inquiries,
  registrations, or other communications.
• Automatically collected information: IP address, browser type, device
  information, pages visited, referring URLs, approximate location, and information collected
  through cookies and similar technologies.
• Information from third parties: Information from business partners,
  service providers, public sources, and affiliated companies where permitted by law.

We may use the information we collect to:

• Provide, operate, maintain, and improve our websites and services.
• Respond to questions, requests, applications, and other communications.
• Personalize content and deliver relevant information.
• Administer events, programs, partnerships, and advisor opportunities.
• Analyze website performance and understand how visitors use our services.
• Protect our systems, prevent fraud, and maintain security.
• Comply with applicable legal and regulatory obligations.

We do not sell your personal information. We may disclose information in the following
circumstances:

• To vendors and service providers that perform services on our behalf.
• To RIS SFG affiliates and business partners where necessary to fulfill your request.
• When you direct us to share information or provide your consent.
• To comply with law, legal process, regulatory requirements, or lawful requests.
• To protect the rights, safety, security, or property of RIS SFG, our clients, or others.
• In connection with a merger, acquisition, financing, sale, or other business transaction.

We maintain reasonable administrative, technical, and physical safeguards designed to
protect personal information. However, no website, electronic transmission, or storage
system can be guaranteed to be completely secure.

We retain information for as long as reasonably necessary to fulfill the purposes described
in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce agreements.

Depending on where you live and applicable law, you may have the right to request access,
correction, deletion, or restriction of certain personal information. You may also:

• Unsubscribe from marketing emails by using the link provided in the message.
• Adjust browser settings to limit or block certain cookies.
• Contact us to update information previously submitted through a form.

We may need to verify your identity before completing a privacy request.

We use cookies and similar technologies to operate our websites, remember preferences,
understand website activity, improve performance, and support communications and marketing.
You can manage cookies through your browser settings. Disabling cookies may affect certain
website functions.

Our websites may contain links to third-party websites or services. RIS SFG is not responsible
for the privacy, security, or content practices of those third parties. We encourage you to
review their privacy policies before providing information.

Our websites and services are not directed to children under 13, and we do not knowingly
collect personal information from children under 13. If we learn that such information was
collected, we will take reasonable steps to delete it.

We may update this Privacy Policy periodically. When changes are made, we will revise the
“Last updated” date shown at the top of this page. Material changes may also be communicated
through the website or by other appropriate means.

Email: info@rissfg.com

Phone: (860) 399-8202

Address: 1921 Boston Post Road, Suite 8, Westbrook, CT 06498