Website privacy notice

Last updated: November 9, 2026

This notice describes the inquiry and consultation-request forms on Allen Trumbach’s Annuity Hub, the annuity-focused website of Allen Trumbach, licensed insurance agent. It covers information submitted through this website. An insurance application or transaction may involve additional disclosures from the agent or insurance carrier.

Information you provide

The general inquiry form collects your name, email address, message, and an optional phone number. The consultation questionnaire also collects your state of residence, the approximate amount you are considering for an annuity, your goals, and your timing. If you choose to book, the scheduling service collects the appointment information needed to arrange your consultation.

Please do not submit Social Security numbers, payment information, account numbers, medical records, or sensitive documents through these forms.

How your information is used

Your information is used to respond to your inquiry, review your consultation request, arrange an appointment, and maintain related communications. The consultation form uses your state and stated amount to determine whether to display the online calendar. This is an initial booking screen, not an insurance underwriting, product-eligibility, or suitability decision.

Website and scheduling providers

This website uses GoHighLevel/LeadConnector to host forms, store submissions, manage customer communications, and provide scheduling. These service providers process information as needed to provide those functions. Website services may also process technical information such as browser details, connection information, and cookies needed to operate the site and forms.

Submitting a website inquiry does not itself submit an insurance application or authorize the purchase of a product. Additional information should be shared only through an appropriate process discussed with Allen.

Your communication choices

You may ask for a response by submitting the general inquiry form. The optional text-message checkbox on the consultation form is separate from your request to be contacted by phone or email. If you opt in to appointment-related text messages, message frequency varies and message and data rates may apply. Reply STOP to opt out or HELP for help. Text-message consent is not a condition of purchase.

Questions and requests

To ask about information you submitted, request a correction or deletion, or change your communication preferences, use the Contact Us form and identify your request. Do not include sensitive identification documents. Identity may need to be verified before a request can be fulfilled, and applicable recordkeeping requirements may affect deletion requests.

Updates to this notice

Changes to this notice will be posted on this page with an updated date. Please review it when you submit a new request.

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