SMS Terms & Conditions

SMS Content Communications:

The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

Types of SMS Communications:

If you have consented to receiving text messages from AnnuityPath, LLC, you may receive messages related to the following (provide specific examples):

  • Appointment reminders
  • Follow-up messages
    • Example: “Hello, this is a friendly reminder of your upcoming appointment with Leah Brandt on April 15th at 10:00 AM CT. You can reply STOP to opt out of SMS messaging from AnnuityPath, LLC at any time.”

Message Frequency:

Message frequency may vary depending on the type of communication. For example, you may receive up to one SMS messages per week related to your appointment.

  • Example: “Message frequency may vary. You may receive up to one SMS messages per week regarding your appointments or account status.”

Potential Fees for SMS Messaging

Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

Opt-In Method:

You may opt-in to receive SMS messages from AnnuityPath in the following ways.

  • Verbally, during a conversation
  • By emailing us you’d like to receive text messages

Opt-Out Method:

You can opt out of receiving SMS messages at any time. To do so, simply reply “STOP” to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

Help:

If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at https://www.annuitypath.com/contact/
Additional Options:

  • If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.

Standard Messaging Disclosures:

  • Message and data rates may apply.
  • You can opt out at any time by texting “STOP.”
  • For assistance, text “HELP” or visit our Privacy Policy and Terms and Conditions pages.
  • Message frequency may vary

Are you curious how annuities might work for you?