Effective September 3, 2026
When you reach out through this site — by phone or by submitting our contact form — we share your information with one local advisor, who will contact you directly to continue the conversation. We do not distribute your information to multiple companies for the same inquiry.
We do not receive a commission, override, or any share of the proceeds from any product you may or may not purchase from that advisor. Our compensation is structured separately from your purchase decision: it comes from marketing services we provide to that advisor, such as leasing digital marketing assets, or from a flat, per-lead referral fee.
In other words, our compensation does not depend on whether you choose to do business with the advisor we connect you with, or on what you buy from them.
For more on how we collect, use, and share your information, see our Privacy Policy and Terms & Conditions.