Last Updated: September 8, 2026
This Privacy Policy describes how Lifetime Retirement Partners collects, uses, and discloses information in connection with this website, website forms, scheduling tools, newsletters, and other digital interactions that we control. It does not replace account-specific privacy notices provided by Osaic Wealth, Inc., custodians, insurance carriers, or other financial-services providers.
Depending on how you interact with the site, you may provide information such as your name, email address, telephone number, communication preferences, preferred financial professional, general financial or retirement interests, information included in a message or form, and scheduling information.
Our general website forms are not intended for Social Security numbers, account passwords, full account numbers, trade instructions, or other highly sensitive financial information. Please do not submit that information through general website forms or ordinary email. If additional nonpublic personal information is needed to establish or service a client relationship, it should be collected through the appropriate secure process and may be governed by separate privacy notices.
When you use the website, we and our service providers may automatically collect information such as IP address, browser and device information, approximate location derived from IP address, referring and visited pages, dates and times of visits, interactions with site features, and cookie or similar-technology identifiers.
The website currently uses third-party technologies and service providers that may process website or scheduling data, including Webflow for website hosting and forms, Google Tag Manager for tag management, Calendly and GReminders for scheduling. We may deploy additional analytics or marketing technologies Additional analytics or marketing technologies may be deployed through tag-management configurations. These providers process information under their own terms and privacy practices as applicable.
We may use information to respond to inquiries; schedule meetings; provide requested information or services; route an inquiry to an appropriate financial professional; administer newsletters and other communications; understand and improve website performance; maintain security; prevent fraud or misuse; maintain records; and comply with legal, regulatory, supervisory, or contractual obligations.
We may disclose information to Osaic Wealth and other financial-services providers when relevant to a requested service; website, scheduling, communications, analytics, security, and technology service providers; insurance carriers, custodians, or other product and service providers when appropriate; regulators, law-enforcement authorities, courts, or other parties when required or permitted by law; and parties involved in a business transaction such as a merger, acquisition, or transfer of assets.
Cookies and similar technologies may be used to operate the site, remember settings, measure website use, improve performance, and support analytics or marketing activities. Browser settings may allow you to block or delete cookies, although doing so may affect site functionality.
Some state privacy laws define a “sale” or “sharing” of personal information broadly and may treat certain disclosures of online identifiers or usage data for advertising or analytics as a sale, sharing, or targeted advertising even when no money changes hands. Where applicable law provides an opt-out right, you may submit a request through our Privacy Rights Request page.
Depending on your state of residence, the law that applies, and any statutory exemptions, you may have rights concerning personal information. These rights can include the right to know or access information, obtain a copy, correct inaccurate information, request deletion, obtain data portability, opt out of certain sale, sharing, or targeted advertising, limit certain uses of sensitive personal information, appeal certain privacy-rights decisions, and receive equal service when exercising privacy rights.
To submit a request, visit our Privacy Rights Request page or contact us using the information below. We may need to verify your identity and request before responding. Authorized agents may submit requests where permitted by applicable law.
If this website is subject to a privacy law that requires recognition of an approved browser-based universal opt-out mechanism, a recognized signal such as Global Privacy Control (GPC) will be treated as an applicable opt-out request for the browser or device sending the signal. Because browser signals may not identify you across other browsers or devices, you may also use our Privacy Rights Request page to submit a request where applicable.
Brokerage and investment advisory relationships offered through Osaic Wealth may be subject to separate financial privacy requirements. Osaic provides a Privacy Notice (GLBA) for Osaic clients and a separate Osaic Privacy Policy. Those notices govern information within their respective scope and should be reviewed together with this website policy when applicable.
You may opt out of marketing email by using the unsubscribe instructions provided in the message or by contacting us. If you receive marketing text messages, use the opt-out method stated in the message. Service, regulatory, or transactional communications may continue where permitted or required.
We retain information for as long as reasonably necessary for the purposes described in this policy, including to respond to requests, provide services, maintain business and regulatory records, resolve disputes, enforce agreements, and satisfy legal or supervisory obligations. Retention periods vary based on the type of information and applicable requirements.
We use reasonable administrative, technical, and organizational measures intended to protect information. No website, transmission method, or storage system can be guaranteed to be completely secure. Do not use general website forms or ordinary email for highly sensitive financial information or time-sensitive account instructions.
This website is intended for adults and is not directed to children under 13. We do not knowingly seek to collect personal information from children under 13 through this website.
This website may link to third-party websites or services. Their privacy practices are governed by their own policies, not this Privacy Policy.
We may update this Privacy Policy as our website, services, vendors, or applicable requirements change. The date above indicates the most recent revision.
Lifetime Retirement Partners
17117 Oak Drive, Suite A
Omaha, NE 68130
800-971-2989
info@lifetimeretirementpartners.com
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Depending on applicable law, you may have privacy rights regarding personal information, including rights to access, correct, delete, or opt out of certain sale, sharing, or targeted advertising. Review our Privacy Policy or submit a Privacy Rights Request.
Securities and investment advisory services offered through Osaic Wealth, Inc. Member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, GA, IA, KS, MD, MO, NE, OK, SD, TN, TX, WA, WY. No offers may be made or accepted from any resident outside the specific states referenced.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. This website is not an offer to buy or a solicitation to sell securities.
