Effective date: September 1, 2026
GetAGLIP.com is operated by SJA Financial Services, LLC, dba Roots and Wealth Group (“we,” “us,” or “our”). This Privacy Policy explains how we collect, use, and protect information you provide when you visit this website or take our GLIP Quiz.
Information We Collect
When you take the GLIP Quiz or otherwise contact us, we may collect your name, email address, phone number, and answers to quiz questions about your retirement goals and financial situation. We do not collect Social Security numbers, account numbers, or other sensitive financial identifiers through this site.
How We Use Your Information
We use the information you provide to respond to your inquiry, connect you with a licensed insurance professional, and provide educational content related to guaranteed income strategies. We do not sell your personal information to third parties.
Third-Party Services
This site uses a third-party quiz and scheduling platform to collect and process your responses. That provider’s use of your information is governed by its own privacy policy. We also use standard analytics tools to understand site traffic and improve this website.
Your Choices
You may request that we delete your information or stop contacting you at any time by reaching out through our contact options on this site.
Contact Us
If you have questions about this Privacy Policy, please contact SJA Financial Services, LLC, dba Roots and Wealth Group.