Privacy Policy

Effective Date: August 28, 2026

1. Introduction Welcome to AnnuityMatch®. AnnuityMatch® is a digital brand and registered assumed name owned and operated by Osmet LLC, an Illinois limited liability company. This policy applies to https://annuitymatch.ai.

2. Information We Collect We collect information you provide directly, including your name, email address, mobile phone number, ZIP code, and the responses you give in our matching questionnaire. We also collect limited technical data such as IP address, browser type, and device information through standard web analytics.

3. How We Use Your Information We use your information to operate the platform, verify your identity, match you with an appropriate licensed professional, schedule appointments, and send you service-related notifications. We do not use your information to build advertising profiles.

4. Data Sharing & Parent Company Disclosure AnnuityMatch® is an operating division of Osmet LLC. Your information may be shared with our parent entity, Osmet LLC, for centralized management, accounting, and technical maintenance. When you are matched, the professional you are matched with receives the contact and questionnaire information necessary to serve you. We do not sell your personal data to third parties for marketing purposes.

5. SMS and Text Messaging If you provide your mobile number and consent to receive text messages, AnnuityMatch® may send automated SMS for account notifications, one-time verification codes, and appointment reminders. Message and data rates may apply. Message frequency varies. Reply STOP to cancel or HELP for help.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent information will not be shared with any third parties.

6. Payment Processing Payment processing is handled by Stripe. All payment information is processed according to Stripe’s Privacy Policy. Osmet LLC does not store full credit or debit card numbers on our servers.

7. Intellectual Property AnnuityMatch® is a trademark of Osmet LLC. The platform software, proprietary matching technology, and all site content are owned exclusively by Osmet LLC.

8. Your Rights Depending on your state of residence, you may have the right to request access to, correction of, or deletion of the personal information we hold about you. To make a request, contact us using the details below.

9. Security We use industry-standard administrative and technical safeguards to protect the information we collect. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

10. Contact Us

Osmet LLC dba AnnuityMatch

159 N Sangamon St, Suite 200

Chicago, IL 60607

Email: support@annuitymatch.ai