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Privacy Policy
Last Updated: December 20, 2025
This Privacy Policy explains how the Synergy family of companies (“Synergy,” “we,” “us,” or “our”) collects, uses, and protects personal information when you visit our websites, engage with our content or services, or communicate with us, including via SMS text messaging.
Information We Collect
We may collect the following categories of information:
Information You Provide Directly
We may collect your name, email address, phone number, and other contact details, as well as information you voluntarily submit through contact forms, scheduling tools, or direct communications.
Information Collected Automatically
When you visit our websites, we may automatically collect technical information such as IP address, device type, browser information, pages viewed, time spent on the site, and interactions with our content. We may use cookies and similar technologies to support website functionality and analytics.
Information Received From Third Parties
We may receive limited information from referral sources, marketing or analytics platforms, and publicly available sources.
How We Use Your Information
We use collected information to respond to inquiries, communicate regarding content or services you request, schedule and manage appointments or meetings, improve website functionality and user experience, deliver updates or informational communications, and comply with applicable legal or contractual obligations.
SMS Messaging and Consent
If you provide your mobile phone number, you may opt in to receive SMS (text message) communications from Synergy related to information, services, or interactions you have requested. These messages may include confirmations, reminders, updates, or informational communications.
Message frequency varies.
Message and data rates may apply.
Opt-Out and Help
You may opt out of SMS communications at any time by replying STOP to any message. For assistance, reply HELP or contact us using the information below. SMS consent is not a condition of purchasing any goods or services.
How We Share Your Information
We do not sell your personal information.
We may share information only with service providers that support our operations, professional partners you authorize us to coordinate with, or authorities when required by law. All third parties are required to maintain confidentiality and use information only for authorized purposes.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.
Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, or disclosure. While we take steps to protect your information, no method of transmission over the internet is completely secure.
Your Choices
You may request access to or correction of your information, opt out of certain communications including SMS messages, withdraw previously given consent, or limit the information you provide through website forms. Some information may be retained as necessary to meet legal, operational, or contractual requirements.
Cookies and Tracking Technologies
We use cookies and similar technologies to operate and maintain our website, analyze site performance, and improve content and user experience. You may disable cookies through your browser settings, though some site features may not function properly.
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.
Children’s Privacy
Our websites and services are not directed to children under the age of 13, and we do not knowingly collect personal information from children.
Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Last Updated” date.
Contact Us
If you have questions about this Privacy Policy or our information practices, you may contact us at:
Synergy
Email: info@synergyannuity.com
Phone: 713-861-4017
Website: https://synergyannuity.com
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties
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