Privacy Policy

BrellaFind.com is a website operated by Chilmark Ventures, LLC (“BrellaFind,” “we,” “us,” or “our”). This Privacy Policy explains how we handle information collected through BrellaFind.com, including the Retirement Readiness Assessment.

Information you provide: first and last name, email address, phone number, age, and the answers you select in the assessment.

Information collected automatically: IP address, browser and device type, referring pages, and general usage data collected through standard web logs and similar technologies.

We use the information you provide to generate your Retirement Readiness Snapshot, respond to your inquiry, connect you with licensed insurance or financial professionals, improve the website, and send you educational or marketing communications you have consented to receive.

We may share the information you submit with licensed insurance agents, financial professionals, and marketing partners so they may contact you about products or services relevant to your responses. We may also share information with service providers who operate the website on our behalf, and where required by law or to protect our legal rights.

We do not sell information to parties unrelated to the purposes described above without your consent.

The marketing partners who may receive your information and contact you include: AARP, A Place for Mom, Fisher Investments, RetireGuide. This list may be updated from time to time; the current list is always available on this page.

AARP — Membership organization offering retirement, insurance, and lifestyle resources.

A Place for Mom — Senior living and care referral service.

Fisher Investments — Registered investment adviser providing portfolio management services.

RetireGuide — Retirement education publisher and insurance/annuity referral service.

Each partner handles your information under its own privacy policy. You may opt out of contact from any partner by contacting that partner directly or by emailing privacy@brellafind.com.

Providing your phone number and checking the phone contact consent box on the assessment form constitutes your express written consent for BrellaFind.com and the marketing partners listed above to contact you at that number — including a wireless number — using automatic telephone dialing systems, artificial or prerecorded voice messages, and text messages.

Consent is not a condition of purchasing any goods or services. Message and data rates may apply and message frequency varies. You may opt out at any time by replying STOP to a text, using the unsubscribe link in an email, or contacting us at the address below. Reply HELP for help.

You may complete the assessment and view your results without providing this consent.

We may use cookies and similar technologies to remember your preferences and understand how the site is used. You can control cookies through your browser settings, though some features may not function properly if cookies are disabled.

We use reasonable administrative and technical safeguards to protect the information we collect. No method of transmission or storage is completely secure. We retain information for as long as needed for the purposes described in this policy or as required by law.

Depending on where you live, you may have the right to request access to, correction of, or deletion of your personal information, and to opt out of certain sharing or marketing. To make a request, contact us using the details below. We will respond as required by applicable law.

This website is intended for adults. We do not knowingly collect personal information from anyone under 18 years of age.

We may update this Privacy Policy from time to time. Changes take effect when posted on this page with a revised effective date.

Chilmark Ventures, LLC dba BrellaFind.com — questions about this Privacy Policy or your information may be sent to privacy@brellafind.com.