Last updated October 14, 2026

Privacy Policy

Annuity Wealth is an education and marketing website operated by LSRT Insurance Services. This policy explains how we collect and use information submitted through this website.

Information we collect

When you request a planning conversation, we collect the contact and retirement-planning details you provide, including your name, email address, phone number, state of residence, requested timing, approximate savings range, and message. We also collect basic submission metadata such as consent language version, submission time, IP address, and browser information to help prevent spam, document consent, and maintain form integrity.

How we use information

LSRT Insurance Services and Jesse Ramirez use submitted information to respond to your request, discuss insurance and financial products, provide requested educational information, maintain internal lead records, and comply with applicable insurance and communication rules. We do not sell your personal information for another company’s independent use.

Calls and text messages

When you affirmatively check the contact-consent box, you give LSRT Insurance Services, through Jesse Ramirez, permission to call or text the number you provide with marketing messages about annuities and insurance products, including using an automatic telephone dialing system or an artificial or prerecorded voice. Message frequency varies. Message and data rates may apply. You can reply STOP to cancel or HELP for help. Consent is not a condition of purchase.

How information is shared

We may share information with insurance carriers, service providers, and professionals only as necessary to respond to a request, obtain an illustration or application, operate the website, or meet legal requirements. We may also disclose information when required by law or to protect our rights and users.

Security and retention

We use reasonable safeguards designed to protect submitted information. No online transmission or storage system can be guaranteed completely secure. Please do not submit account numbers, Social Security numbers, health information, or other sensitive personal information through this website unless specifically instructed through a secure process.

Your choices

You may request access, correction, or deletion of information we hold about you, subject to legal and insurance recordkeeping requirements. To make a request or ask a privacy question, contact Jesse Ramirez at jesse@lsrtinsurance.com or (949) 817-2022.

Contact

LSRT Insurance Services
1100 W Town & Country Rd, Suite 1250
Orange, CA 92868
jesse@lsrtinsurance.com