Effective October 17, 2025
NestEasy, LLC (“we” or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and disclose your personal data when you visit nesteasyannuities.com (the “Site”) or use our digital services to research or purchase annuities directly online (collectively, the “Platform”). By accessing or using our Platform, you agree to the practices described in this Privacy Policy.
We collect information from you directly, from third parties, and automatically through your use of our Platform.
• Information You Provide: This may include your name, address, phone number, email, date of birth, Social Security number, employment details, and financial information necessary to process annuity applications or provide quotes.
• Information from Third Parties: We may receive information about you from insurers, referral partners, and analytics providers.
• Automatic Data Collection: We may use cookies, web beacons, and similar technologies to collect information about your device, browsing activity, and interaction with our content.
NestEasy uses collected information to:
• Provide, operate, and improve our Platform and Services.
• Communicate with you about your account, applications, or support inquiries.
• Personalize your online experience and deliver relevant content.
• Conduct analytics, audits, and security monitoring.
• Comply with applicable laws and regulatory obligations.
We may share your information with:
• Licensed insurance companies for product fulfillment and underwriting.
• Service providers who assist in operating our Platform and managing customer relationships.
• Legal authorities when required by law or to protect our rights.
• In connection with business transfers such as mergers or acquisitions.
We do not sell your personal information for monetary gain.
We and authorized third parties use cookies, pixels, session replay tools, and other tracking technologies to personalize your experience, analyze traffic, and deliver targeted advertisements. You can manage or disable cookies through your browser settings. Note that disabling cookies may impact some functionality of the Platform.
We maintain administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, use, or disclosure. All sensitive data is encrypted both in transit and at rest. Despite these measures, no online platform can guarantee complete security.
We retain your personal data for as long as necessary to fulfill the purposes outlined in this Policy, comply with legal obligations, resolve disputes, and enforce agreements. Retention periods may vary depending on the nature of the data and regulatory requirements.
You may opt out of receiving promotional emails by following the unsubscribe instructions in our messages. We may still send you transactional or account-related communications. You can also limit cookie tracking through your browser preferences.
NestEasy’s Platform is not directed to children under 13, and we do not knowingly collect personal information from them. If we become aware that we have collected data from a child under 13 without parental consent, we will delete it promptly.
If you are a California resident, you have rights under the California Consumer Privacy Act (CCPA), including:
• The right to know the categories of personal information we collect and how we use it.
• The right to request deletion of your personal data.
• The right to correct inaccurate personal data.
• The right to opt out of data sharing for advertising purposes.
You may exercise these rights by contacting us at support@nesteasyannuities.com or by calling (855) 866-3659 during business hours. We will verify your identity before processing requests.
Our Platform may contain links to third-party websites. We are not responsible for the privacy practices or content of such sites. We encourage you to review their privacy policies before providing personal information.
We may update this Privacy Policy periodically to reflect operational, legal, or regulatory changes. Any significant updates will be posted on this page with a new effective date.
If you have any questions or concerns about this Privacy Policy, please contact us:
NestEasy, LLC
759 SW Federal Hwy
Ste 200H
Stuart, FL 34994-2972
Email: support@nesteasyannuities.com
Phone: 1-855-866-3659
Hours: Monday-Friday, 9:00 AM-5:00 PM ET (excluding holidays)