Privacy Policy

Effective Date: May 13, 2026
Last Updated: May 13, 2026

Determined Solutions Durham LLC (“we,” “us,” or “our”) operates convert401ktoannuity.com. This Privacy Policy explains how we collect, use, and protect your personal information when you use our website and calculator tool.

1. Information We Collect

When you use our calculator or submit our contact form, we may collect the following information:

  • Full name
  • Phone number
  • Email address
  • Estimated retirement savings balance
  • Age and state of residence (collected in the calculator)

We also automatically collect non-personal data such as browser type, IP address, pages visited, and time spent on the site through standard web analytics tools.

2. How We Use Your Information

We use the information you provide to:

  • Respond to your inquiry about annuity products
  • Connect you with licensed insurance professionals
  • Send follow-up communications related to your request
  • Improve the functionality of our website and calculator

3. How We Share Your Information

By submitting your information on this website, you consent to being contacted by licensed insurance agents or financial professionals who may assist you with annuity products. Your information may be shared with:

  • Licensed insurance agents and brokers
  • Annuity carriers or their authorized representatives
  • Third-party service providers who assist in operating our website (such as email delivery services), under strict confidentiality agreements

We do not sell your personal information to data brokers or unrelated third parties.

4. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes described in this policy, or as required by law.

5. Cookies and Tracking

Our website may use cookies and similar tracking technologies to improve user experience and analyze site traffic. You can control cookie settings through your browser. Disabling cookies may affect certain features of the site.

6. Your Rights

Depending on your state of residence, you may have the right to:

  • Request access to the personal information we hold about you
  • Request correction or deletion of your personal information
  • Opt out of future marketing communications

To exercise any of these rights, contact us at seo@determinedsolutions dot com.

7. Security

We implement reasonable technical and organizational measures to protect your personal information. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

8. Children’s Privacy

This website is not intended for individuals under the age of 18. We do not knowingly collect personal information from minors.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will post the updated policy on this page with a revised effective date. Continued use of the site after changes constitutes your acceptance of the updated policy.

10. Contact Us

If you have questions about this Privacy Policy, please contact:
Determined Solutions Durham LLC
Attn: Bruce Paulson
Email: seo@determinedsolutions dot com