PRIVACY & EDUCATION

Your information, explained plainly.

We designed this assessment to provide value before asking for contact details. You can view and download your results without agreeing to marketing.

What we collect

We collect your 15 assessment answers, calculated readiness results, basic technical and interaction events used to understand the assessment experience, and a secure report-access token. If you choose to save contact details, we also collect your name, email address, optional phone number, and your separate email and SMS consent choices.

How we use it

We use assessment data to generate and protect your personalized educational report, improve the assessment, measure aggregate completion and consultation activity, and allow authorized consultants to support prospects. If supplied, contact details help us identify your report and respond to you.

Marketing consent is separate

Email and SMS promotional consent are separate, optional, and unchecked by default. Neither is required to see results, download your report, or request a consultation. You may withdraw consent using the unsubscribe or STOP instructions in a message.

Storage, retention, and access

Reports are protected by a secure browser cookie; authorized consultants can access operational records through authenticated accounts. Assessment records are scheduled to expire after 24 months unless a shorter period is required. Access is limited through database security policies and server-side authorization.

Deletion requests and privacy questions

To request access, correction, or deletion of your information, or to ask a privacy question, please use UNTHINK Retirement’s published contact channel.

Educational limitation

This assessment and roadmap are educational only, not financial advice, and this material does not guarantee evaluation success, funding, payouts, profitability, or readiness. Trading involves risk of loss.