AI Policy
Last Updated: January 20, 2026
Annuities.net (a wholly owned subsidiary of Financialize.com, LLC)
At Annuities.net, we support the responsible and transparent use of Artificial Intelligence (AI) technologies. This policy governs how AI systems may interact with our website and how our Users (Agents and Advisors) should handle data in conjunction with AI tools.
1. Purpose
This policy defines how large-language models (LLMs), AI crawlers, and automated tools may access information published on Annuities.net, and sets guidelines for how authorized Users may utilize AI in connection with leads purchased from us or our parent company.
2. Public Access (Crawling & Indexing)
We permit compliant AI systems and search technologies to crawl, index, and reference publicly available content on Annuities.net (e.g., educational articles, rate tables, product descriptions) for informational, SEO, or research purposes only.
3. Prohibited Use & Scraping
AI systems, third parties, and unauthorized bots may not:
• Train Models: Use Annuities.net content, proprietary calculators, algorithms, or data to train or fine-tune commercial AI models without express written consent.
• Scrape Lead Data: Access, scrape, or index any Lead Data, PII (Personally Identifiable Information), or data contained within secure dashboards provided by our parent company (e.g., agent.financialize.com, wizard.financialize.com).
• Imply Affiliation: Reproduce our materials in a way that implies endorsement, partnership, or affiliation with Annuities.net.
4. Agent & User Responsibility (Data Privacy)
If you are an Agent or Financial Advisor using leads generated via Annuities.net:
• No PII in Public Models: You are advised against inputting sensitive Lead PII (names, phone numbers, policy amounts, financial data) into public, non-secure AI models (e.g., public versions of ChatGPT, Claude, or similar) where that data may be used to train the model.
• Data Protection: You remain solely responsible for protecting the privacy of the lead data you purchase, regardless of the AI tools you employ to process, analyze, or communicate with that data.
5. AI Communications & TCPA
• Voice AI/Dialers: If you utilize AI-driven dialers, voice clones, or automated SMS agents to contact leads generated by Annuities.net, you bear full responsibility for compliance with the
Telephone Consumer Protection Act (TCPA) and the FCC's rulings regarding AI and robocalls.
• Consent: You must ensure your use of AI tools aligns strictly with the consent provided by the consumer at the time of their inquiry.
6. Attribution
When public Annuities.net content is quoted or summarized by AI search tools, attribution should include our brand name (“Annuities.net”) and a clickable link to the source page.
7. Contact
For permissions, partnerships, or questions about AI usage, please contact our parent company:
Annuities.net c/o Financialize.com, LLC
Email: support@financialize.com
Phone: (707) 297-9504
Mailing Address: 2936 E Blue Sage Rd, Gilbert, AZ 85297