AnnuityMax

Email & Text Consent

Exactly what you are agreeing to receive, and how to stop it.

Last updated September 27, 2026

Draft — pending compliance review

This page describes how the service actually works today, but the wording has not yet been through compliance review and is not final. It is published in staging so it can be reviewed, not as a finished legal document.

Email

By providing your email you agree to receive your X-Ray report and related emails from AnnuityMax. Unsubscribe anytime.

Related emails means: your report itself, a single follow-up asking whether it made sense, occasional annuity education, and timing reminders specific to your own contract. Every one of them carries an unsubscribe link.

Text messages

By providing your mobile number you agree to receive your delivery notification, secure upload link, and appointment reminders by text. Msg & data rates may apply. Reply STOP to opt out.

That is the complete list of what we text you: a note when your report lands, your secure upload link if you are sending your statement later, reminders about that upload, booking confirmations, appointment reminders, and a fallback notice if an email to you bounces.

We do not send marketing text messages.

Giving us a mobile number is optional. Decline it and everything still works by email.

Stopping

Reply STOP to any text to stop all texts. Use the unsubscribe link in any email to stop emails. Either one takes effect straight away.

Still needed from counsel or compliance

Listed here rather than invented. Nothing below has been drafted.

  • Final consent wording approved by the firm's compliance consultant
  • Confirmation that the SMS list above matches what the CRM workflows actually send