LAST UPDATED: APRIL 14, 2026
PRIVACY POLICY
Iron Point Retirement Solutions respects your privacy. This policy outlines how we collect, use, and protect the personal information of homeowners seeking mortgage protection across our 9 licensed states.
DATA WE COLLECT
We operate on a principle of data minimization. The following information is collected exclusively to fulfill your requests and provide specialized financial services.
FULL NAME
Used securely to identify your application file and personalize your specialized financial consultation.
PHONE NUMBER
Collected strictly for direct communication regarding your specific quote request and potential policy options.
EMAIL ADDRESS
Utilized exclusively to transmit policy documents, official coverage quotes, and mandatory formal communications.
MORTGAGE BALANCE
Essential analytical data required to calculate the precise coverage limits necessary for adequate home protection.
STATE OF RESIDENCE
Recorded to ensure absolute compliance with your specific jurisdiction's state insurance regulations and availability guidelines.
DATA USAGE
Every data point collected is exclusively analyzed to provide accurate insurance quotes and personalized financial consultations.
COMMUNICATION CONSENT
By providing your phone number, you consent to receive SMS and voice communications from Iron Point Retirement Solutions regarding your quote request. We do not sell or share your mobile data with third parties for marketing purposes. You can opt-out at any time by replying 'STOP'.
STATE & SHARING COMPLIANCE
STATE-SPECIFIC COMPLIANCE
Iron Point Retirement Solutions operates in strict adherence to state-level privacy mandates, including the California Consumer Privacy Act (CCPA) and the Texas Data Privacy and Security Act. You maintain absolute rights over your personal data. We guarantee your ability to request access to the specific information we have collected about you, as well as the right to mandate the deletion of your personal records from our institutional systems upon request.
THIRD-PARTY SHARING
Your privacy is a non-negotiable asset. Data provided to Iron Point Retirement Solutions is utilized exclusively for facilitating accurate policy quotes and consultations. We transfer relevant information strictly to our licensed insurance carrier partners for underwriting purposes. We emphatically prohibit the sale, lease, or distribution of your personal information to third-party lead aggregators or marketing syndicates.
PRIVACY OFFICER
To exercise your rights under applicable state laws, including the California Consumer Privacy Act (CCPA) and Texas privacy regulations, or to submit a verifiable consumer request for access, correction, or deletion of your personal data, please contact our Data Privacy Officer. We are committed to addressing all compliance inquiries promptly, securely, and transparently in accordance with our strictest legal obligations.
IRON POINT RETIREMENT SOLUTIONS
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