Privacy Policy

We care about your privacy and want you to feel comfortable and secure in your use of our site.

At NewRetirement, Inc. (“”), we care about your privacy and want you to feel comfortable and secure in your use of our site ( That is why we do not sell or share personal information about you with other people or non-affiliated companies apart from providing products or services you have specifically requested.

We urge you to read this notice explaining our online information practices. It also describes the choices available to you regarding the use of, your access to, and how to update and correct your personal information. By using this site, you are accepting the practices described in this Privacy Policy.


If you have an unresolved privacy or data use concern that we have not addressed satisfactorily, please contact our U.S.-based third party dispute resolution provider (free of charge) at

Information Collection and Use

Personal Information – this is “individually identifiable” information you provide to us when requesting information through our site.

We collect and use personal information about you to respond to any requests you make for information, products and/or services offered through this website. We may also collect information in order to inform you about products, services, and other opportunities we think will be of interest to you. Even though some personal information we gather from you may be considered publicly available through government records or other public sources, we treat all personal information submitted by you as nonpublic personal information.

The information we collect may be from the following places:

Information you supply to us when you sign up to receive communication from us (example: your email address).
Information provided by you in association with obtaining financial products or services (such as your name, age, telephone number, self-assessed property value).
Information you provide us through surveys, feedback, promotions or other forms hosted on our website or the pages of a partner.
Information about others such as name and age.

Information Sharing and Disclosure

We do not sell and share personal information about you with other people or non-affiliated companies apart from providing products or services you have specifically requested or under the following conditions:

Product or Service Requests – If you enter a request for a financial, insurance or other product or service offered through this website with your consent, we will share personal information included in your request form, such as your name, email, physical address, telephone number, and property information, with lenders and partners in our provider network who offer the product you inquired about and like products with similar benefits to process and complete your request. Everyone on our network of providers, including banks, brokers and other firms has entered into a marketing agreement with and are required to comply with state and federal privacy laws and regulations. and Partners on our provider network may contact you by telephone (including calls to a mobile phone or calls made using automated dialing), email, direct mail or any other method they may deem appropriate based on the information you supplied to us in order to process and complete your request, even if you have opted into the National Do Not Call List administered by the Federal Trade Commission or any state equivalent Do Not Call List. If any of these firms calls you by telephone and you wish not to be contacted again by that firm, then you should notify that firm that you do not wish to be contacted again. If a firm ignores your request and contacts you again, please contact us immediately by sending an email to Customer Service. Please note that the lenders and other firms may maintain the information you provided whether you choose to use their services or not.

Vendors – We sometimes share some of the information we collect with companies, such as marketing partners or other third parties that provide certain services for us such as marketing services, data verification and live chat. We may use the personal information that you supply to us and we may work with other third parties to bring selected retail opportunities to you via direct mail, email and telemarketing. These companies only have access to personal information necessary to deliver their service, and may not share it with others or use it for any other purpose – these limits are specified in confidentiality and other legal agreements with us. If you do not want us to share your personal information with these companies, contact us at Customer Service.

As Permitted by Law – In certain situations, NewRetirement Inc. may be required to disclose personal data in response to lawful requests by public authorities, including to meet law enforcement requirements. We may be required to share your personal information with law enforcement or government agencies in response to subpoenas, court orders, similar legal process or like circumstances. When we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others. It may be necessary to share information in order to investigate, avert, or take action regarding illegal behavior, suspected fraud, and/or violations of’s Terms of Use, or as otherwise required by law.

Business Transfer – At some point it is possible that NewRetirement could merge with or be acquired by another company, you will be notified via email and/or a prominent notice on our Web site of any change in ownership or uses of your personal information, as well as any choices you may have regarding your personal information. If such an acquisition occurs, the successor company would have access to the information maintained by, including customer account information, but would continue to be bound by this Privacy Policy unless you agree otherwise.


We partner with a third party to either display advertising on our Web site or to manage our advertising on other sites. Our third party partner may use technologies such as cookies to gather information about your activities on this site and other sites in order to provide you advertising based upon your browsing activities and interests. 

To opt-out of interest-based advertising by participating companies in the following consumer choice mechanisms, please visit:

Please note this does not opt you out of being served ads.  You will continue to receive generic ads.

Anti-Spam Policy

With the exception of transactional email messages confirming or following up an action you’ve taken on our website, such as requesting information or registering a “Retirement Planner” account, will only send email communications to you if you opt to submit your email address to us or register to receive them. With the exception of transactional email messages confirming or following up an action you’ve taken on our website, such as requesting information or registering a “Retirement Planner” account, NewRetirement will include an opt-out opportunity to unsubscribe in all email communications; you may also opt out on our unsubscribe page. Sometimes, you may also receive emails that advertise’s services from third party publishers. We do not tolerate Spam and have established firm rules for dealing with any third party email services to ensure that advertisements for are not sent out through a “Spam” mailing. Any third party email publishers that refuse to abide by’s anti-Spam policy will be dropped as service providers. If you want to stop receiving emails from a third party, you should follow the opt-out instructions included in the third party email so that you will not be included in any future mailings. If the third party email publisher is unresponsive to your requests, please let us know at Customer Service.

IP Addresses and Cookies

As is true of most web sites, we gather certain information automatically and store it in log files. This information may include internet protocol (IP) addresses, browser type, internet service provider (ISP), referring/exit pages, operating system, date/time stamp, and/or clickstream data.

We may combine this automatically collected log information with other information we collect about you. We do this to improve services we offer you and to improve marketing, analytics, and site functionality.

We NewRetirement, Inc. and our partners use technologies such as cookies or similar technologies to analyze trends, administer the website, track users’ movements around the website, and to gather demographic information about our user base as a whole. Users can control the use of cookies at the individual browser level. We also use TrustArc’s Cookie Consent Manager to enable us to configure and help us achieve cookie compliance requirements across the globe including GDPR and CCPA.

Framing – Some of our pages utilize framing and/or masking techniques to serve content from our partners while preserving the look and feel of our site. Please be aware that you are providing your personal information to these third parties and not to

Google OAuth, Facebook Connect or other OpenID provider – You can log in to our site using sign-in services such as Google OAuth, Facebook Connect or an Open ID provider. These services will authenticate your identity and provide you the option to share certain personal information with us such as your name and email address to pre-populate our sign up form. Services like Facebook Connect give you the option to post information about your activities on this Web site to your profile page to share with others within your network.

Social Media (Features) and Widgets – Our Web site includes Social Media Features, such as the Facebook Like button [and Widgets, such as the Share this button or interactive mini-programs that run on our site]. These Features may collect your IP address, which page you are visiting on our site, and may set a cookie to enable the Feature to function properly. Social Media Features and Widgets are either hosted by a third party or hosted directly on our Site. Your interactions with these Features are governed by the privacy policy of the company providing it.

Public Forums – Our blog is managed by a third party application that may require you to register to post a comment.  We do not have access or control of the information posted to the blog.  You will need to contact or login into the third party application if you want the personal information that was posted to the comments section removed.  To learn how the third party application uses your information, please review their privacy policy.

Testimonials – With your consent we may post your testimonial along with your name. If you want your testimonial removed please contact us at Customer Service. In some cases, we may not be able to remove your personal information, in which case we will let you know if we are unable to do so and why.

Confidentiality and Security

The security of your personal information is very important at, and we take a number of steps to safeguard it. For example:

We limit access to personal information to those employees or agents who have a need to know such information in order to assist in providing requested products and services to you. They are required to adhere to strict policies and procedures regarding the handling of your personal information.
We use industry standard data encryption technologies when sending and receiving consumer information on the website.
We maintain physical, electronic, and procedural safeguards that comply with federal standards to protect personal information about you.

No method of transmission over the Internet, or method of electronic storage, is 100% secure, however. Therefore, we cannot guarantee its absolute security.


If you register or otherwise opt to receive communications from us, such as completing an online form, we will periodically send you newsletters and other e-mails featuring educational information, special offers, and other members-only benefits. If you would like to stop receiving these communications, please let us know by clicking here to unsubscribe or send an email to Customer Service (you may also opt-out by clicking on the unsubscribe link in our emails). Our email database is updated regularly. However, you may continue to receive email communications from us up to ten business days from the time we receive your unsubscribe request.

Third Party Links

This Privacy Policy applies to all information that you provide to Please keep in mind, when you visit websites to which provides a link, you will be dealing with a third party that operates under its own privacy and security policy. If you choose to obtain certain services through a third party site, the data collected by the third party is covered by that third party’s privacy policy. We recommend you review the privacy policies of any other service provider from whom you request services.

Children’s Privacy does not knowingly collect information from children under the age of 16. If we learn that we have collected Personal Information of a child under the age of 16, we will delete that data from our systems.

Updating Your Information

Upon request NewRetirement Inc. will provide you with information about whether we hold any of your personal information. You also have the right to amend or update inaccurate or incomplete personal information, request deletion of your personal information, or request that we no longer use it. Under certain circumstances we will not be able to fulfill your request, such as if it interferes with our regulatory obligations, affects legal matters, we cannot verify your identity, or it involves disproportionate cost or effort, but in any event we will respond to your request within a reasonable timeframe and provide you an explanation. In order to make such requests of us, please contact Customer Service. You can also write us at the address below and request that your personal information be updated. We will respond to your request within a reasonable timeframe (no more than 45 days).

We will retain your information for as long as your account is active or as needed to provide you services. If you wish to cancel your account or request that we no longer use your information to provide you services contact us at Customer Service. We will retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements.

If you are a California consumer, for more information about your privacy rights, please see the section of this Privacy Policy called California Consumer Privacy Statement.

If you are a European Union citizen governed by GDPR.  For more information about your privacy rights, please see the section of this Privacy Policy called General Data Privacy Regulation.

Questions and Suggestions

If you have any questions, concerns or suggestions about our Privacy Policy, you may contact us:

By sending an email to:

By sending a letter to:
NewRetirement, Inc.
Attn: Customer Service
1 Belvedere Drive, Suite 200
Mill Valley, CA 94941

Data Protection Officer: Danielle Jackson

Changes to this Privacy Policy may update or amend this Privacy Policy from time to time. Any material changes to this Privacy Policy or in how uses your personal information, will be posted here. You will be notified prior to the change becoming effective if any of the material changes affect the use of your personal information and will be asked to opt-in to the new use of your personal information. If you disagree with the changes to how your information will be used, please do not continue to use this website.

By using this site, you signify your assent to the Privacy Policy. If you do not agree to this policy, please do not use any of the site. When you request information or quotes through, you are authorizing us to share information with our business partners, who may contact you by phone, email, or mail. If you do not wish to receive any further communications from them, please notify the partner directly. We reserve the right to make updates to this policy at any time and ask you to please check the policy each time you use our website to ensure you are aware of any changes in our privacy practices. Our Privacy Policy will include the date it was last updated. Your continued use of our site will signify your acceptance of the changes to our Privacy Policy.

Last updated: October 6,2022