PlanEasy Website Privacy Notice

Updated and last revised July 14, 2026

This Privacy Notice (the “Notice”) describes how PlanEasy, Inc. (“PlanEasy,” “us,” “we,” or “our”), acting as a controller, will collect, use, share, and secure information we collect or receive when you interact with our website https://planeasy.com/ (“Website”).

This Notice applies only to information we collect or receive through our Website that identifies or is reasonably linkable to you (“Personal Information”). It does not apply to Personal Information we may collect in other contexts, such as in connection with our investors or over the phone. This Notice also does not apply to anonymous or de-identified data that is not associated with a particular individual.

Notice at Collection for California Residents

If you are a California resident, the sections below include additional information that we provide pursuant to the California Consumer Privacy Act of 2018 as amended from time to time (“CCPA”). Those sections provide information regarding the categories of information to be collected, the purposes for which the categories of information are collected or used, whether the information is sold or shared, and how long the information is retained. You can find those details by clicking on the links above.

Personal Information We Collect or Receive

Information we collect directly from you

When you use or access our websites, we may collect information directly from you, such as the following:

Information we collect automatically

We and third parties with whom we work may use web-based technologies, such as cookies or web beacons, to collect information about you and your use of our Website. Processing performed by third parties, including through the use of cookies or similar technologies, falls outside our responsibility and is governed by the respective policies of those third parties. A “cookie” is a unique numeric code that is transferred to your device to track your interests and preferences, including to recognize you as a return visitor. A “web beacon” is a transparent graphic image placed on a website, email, or advertisement that enables the monitoring of things such as user activity and site traffic. We may use this information as further described below. For information about how to control the use of cookies on our Website, see the “Your Choices” section below.

We may collect or receive Personal Information automatically through the systems we employ to deliver the Website, such as servers, or the types of tracking technologies described above. That information may include the following:

Third parties with whom we work may also receive, collect, or record the above information though cookies, web beacon, and other similar technologies.

Information collected in connection with analytics technology

We may use various technologies to learn more about how visitors use our Website, such as Google Analytics. Google Analytics uses cookies to help us analyze how visitors use our Website. The information generated by the cookies about your use of our Website includes your IP address. If you choose, you may be able to opt out by turning off cookies in the preferences settings in your browser. We and other parties that provide these technologies may also use them to collect information about your online activities over time and across other websites or other online services. For more information on Google Analytics, including how Google Analytics collects, uses, and discloses information, refer to the following page: www.google.com/policies/privacy/partners. We may also use other similar technologies to monitor your activities on our Website.

Information collected from third parties

We may collect information from third parties, including:

• Other users of the Website, such as if a user of our basic will creation tool enters your name as their proposed executor, beneficiary, or guardian of minor children.
• Our vendors who provide services on our behalf, including providers of analytics and other web-based technologies we use on the Website;
• Third parties, social media networks, Internet service providers, providers of browsers and search engines, or other similar sources.

Purposes for Collecting, Using, Disclosing, and Otherwise Processing Personal Information

We may collect, use, disclose, or otherwise process Personal Information for various purposes, including:

• Conducting our business and providing our products and services to you, including assisting you with understanding annuities, obtaining quotes from insurers, and providing other retirement saving, investment, and financial advisor services and resources;
• Authenticating and authorizing access to our Website and services;
• Communicating with you, including by responding to your inquiries, sharing information about annuities and related financial or investment products, sending newsletters, and promoting our Website and our other products, services, and offerings that we make available through our Website;
• Operating, evaluating, and improving our products, services, and business (including administering the Website, developing new products and services, enhancing, improving, and analyzing our products and services, managing our communications, analyzing our client base and Website, performing data analytics, and performing accounting, auditing of the Website and other internal functions);
• Complying with legal or regulatory requirements;
• Complying with our policies (including due diligence and contracting activities);
• Conducting judicial proceedings and safeguarding our legal defense and the exercise of our rights;
• Securing our Website, including protecting against and responding to fraud, unlawful activity (such as incidents of hacking or misuse of our Website), and claims and other liabilities, including by enforcing our policies;
• Creating aggregate or de-identified data and conducting statistical analyses using aggregate or de-identified data;
• Evaluating or conducting a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of our business, assets or shares; and
• For any other purpose that you may authorize or direct, or that we may disclose, at the time we collect your information.

How We Share Personal Information

We may have shared Personal Information with the categories of third parties identified below, as reasonably necessary for the purposes described above. Recipients may include:

• Our business partners, including insurers, annuity providers, and financial advisors;
• Our corporate affiliates and subsidiaries;
• Vendors who provide services on our behalf, including providers of analytics, cookies, and other web-based technologies we use on the Website and to help us promote or improve our services and Website;
• Professional services organizations, such as auditors and law firms, that support our business;
• Third parties as reasonably necessary to protect the rights, property, or safety of PlanEasy, our employees, and others, to comply with law or legal process, in response to requests from law enforcement or other government agencies, to secure or protect our services and Website, to protect against fraud or other unlawful or harmful activity, and to enforce or apply our policies and agreements;
• An actual or potential investor, buyer, successor, or other person or organization in the event of a corporate reorganization, such as an actual or potential merger, or a divestiture, dissolution, or sale or transfer of some or all our business or assets, including as part of bankruptcy, liquidation, or similar proceeding;
• Third parties for purposes consistent with the purposes described in the “Purposes for Using, Disclosing, and Otherwise Processing Personal Information” section above; and
• Any other parties as you may authorize or direct, or that we may disclose, when you provide your Personal Information.

Retention of Personal Information

Unless an applicable law dictates a different retention period, we retain Personal Information for as long as reasonably necessary to carry out the purposes described in this Notice.

Your Choices

You may choose not to provide us Personal Information through the Website. However, when the provision of Personal Information is necessary to offer you a product, service, or Website feature, your choice not to provide that information may affect our ability to provide you with the relevant products or services.

Marketing Emails

You can opt out of marketing emails from us by clicking on the unsubscribe link in the marketing emails you receive from us or by sending an “opt-out” request to the address included in the marketing email.

Managing Cookies and Similar Technologies

When you visit our Website for the first time, a banner may prompt you to accept, reject, or customize your cookie preferences. You may also later adjust your cookie preferences by clicking the “Consent Preferences” icon in the lower left corner of the Website. If you choose to customize your cookie preferences, our cookie control feature will permit you to do so.

You may also be able to restrict the collection of Personal Information or functionality through your device’s operating system or by disabling cookies. To change your web browser settings for cookies, you can follow the instructions in the help section of your web browser or visit https://allaboutcookies.org. You can also opt-out of Google Analytics by visiting https://tools.google.com/dlpage/gaoptout. Please note that without these technologies, you may not be able to use all the features of our Website.

Some Internet browsers have a “do-not-track” feature that lets you tell websites that you do not want to have your online activities tracked. Currently, our Website do not respond to browser “do-not-track” signals. Other parties may collect Personal Information about your online activities over time and across different websites, applications, and other online products or services when you use our Website, including through cookies, web beacons, and other similar web-based technologies.

Third-party Links

Our Website may include links to websites and online services provided by third parties. We are not responsible for the privacy policies or practices of websites or online services provided by third parties. We encourage you to review the applicable privacy policies of such third-party websites and online services if you choose to follow the links provided.

Additional Information for California Residents

This section only applies to our Website visitors who reside in California (“California Residents”) only to the extent we direct the purposes and means of California Personal Information processing and otherwise qualify as a “business” that is subject to the California Consumer Privacy Act of 2018 (“CCPA”) and only with respect to Personal Information that is not excluded or exempted from the requirements of the CCPA.

Personal Information We Collect or Receive

We may have collected in the preceding 12 months the following categories of Personal Information:

Sources of Personal Information

We may have collected or received in the preceding 12 months Personal Information from the following categories of sources:

• Directly from you, such as when you contact us;
• Through information and communication systems, including Website, and devices that automatically collect or create information about users and their interactions with these systems or devices;
• Other users of the Website, such as if a user of our basic will creation tool enters your name as their proposed executor, beneficiary, or guardian of minor children;
• Our vendors who provide services on our behalf, including providers of analytics and other web-based technologies we use on the Website; or
• Third parties, social media networks, Internet service providers, providers of browsers and search engines, or other similar sources.

Purposes for Collecting, Using, Disclosing, and Otherwise Processing Personal Information

We may collect, use, disclose, or otherwise process Personal Information for the purposes described in the “Purposes for Using, Disclosing, and Otherwise Processing Personal Information” section above.

Notwithstanding the foregoing, we do not intend to use, disclose, or otherwise process Personal Information defined as “sensitive” under relevant data protection law, including the CCPA for the purposes of inferring characteristics about you.

How We Disclose Personal Information

In the preceding 12 months, we may have shared the following categories of Personal Information with the categories of third parties identified below, as reasonably necessary for the purposes identified in this Notice. Recipients may include:

California Residents’ Right to Access

As a California Resident, you may request that we disclose certain information to you about our collection, use, and disclosure of your Personal Information during the applicable time period for your request. If we receive and confirm a verifiable consumer request from you pursuant to the “Exercising Rights” section below, we will disclose to you, depending on the scope of your request:

• The categories of Personal Information we have collected about you.
• The categories of sources for the Personal Information we collected about you.
• Our business or commercial purpose for collecting Personal Information about you.
• The categories of third parties to whom we disclosed your Personal Information.
• The specific pieces of Personal Information we have collected about you.
• If we disclosed your Personal Information for a business purpose, a list of the categories of third parties to whom we disclosed Personal Information for a business purpose identifying the categories of Personal Information disclosed to those parties in the preceding 12 months.

You may request to receive a copy of your Personal Information in a portable and, if technically feasible, readily usable format that allows you to transmit your Personal Information to another person or entity.

California Residents’ Right to Deletion

You may request that we delete your Personal Information, subject to certain exceptions.

California Residents’ Right to Correct Inaccuracies

You may request that we correct Personal Information about you that is inaccurate. We will consider the nature of the Personal Information and the purposes of our processing when we address your request.

Exercising Rights

If you are a California Resident and you would like to exercise the rights described above, please submit a verifiable request by:

• Calling us at 402-235-5150
• Emailing us at support@planeasy.com

To submit a request as an authorized agent on behalf of a California Resident, contact us at support@planeasy.com

Only you, or an agent that you authorize to act on your behalf, may make a verifiable consumer request related to your Personal Information.

Your request must provide information sufficient to verify you are the person about whom we collected Personal Information. To verify your request, we may ask you to provide information such as your first and last name, address, email address, phone number, and any other information necessary to verify your identity. Your request must also include sufficient detail for us to properly understand, evaluate, and respond to it.

You may designate an authorized agent to submit requests on your behalf in certain circumstances. We may require additional information when requests are submitted through an authorized agent, such as by requiring the submission of signed written permission for the agent to act on your behalf and requiring you to verify your identity directly or directly confirm the authorized agent’s permission to act on your behalf.

We cannot respond to a request or provide you with Personal Information if we cannot verify your identity or authority to make the request and/or confirm the Personal Information relates to you. If we cannot fulfill, or are permitted to decline, your request then we will notify you or your authorized agent.

We do not charge a fee to process or respond to your verifiable consumer request unless it is excessive, repetitive, or manifestly unfounded. If we determine that the request warrants a fee, we will notify you before you incur any fee. We reserve the right to either refuse to act on your request or charge you a reasonable fee to complete your request if it is excessive, repetitive, or manifestly unfounded.

Subject to certain exceptions, you have the right to not to be retaliated against for exercising the rights described above.

We Do Not Sell or Share Your Personal Information

In the preceding 12 months, we have not sold or “shared” (disclosed for cross-context behavioral advertising) Personal Information. We do not sell or share Personal Information, and we do not have actual knowledge that we sell or share Personal Information of consumers under 16 years of age.

Changes to this Notice

We reserve the right to update this Notice at any time. If we make changes, we will update the Notice’s effective date and proactively notify you when required by law. If we would like to use your previously collected Personal Information for purposes that are incompatible with the purposes we notified you about at the time of collection, where required by law, we will also seek your consent.

How to Contact Us

To contact PlanEasy with questions about this Notice or to exercise your rights described in this Notice, please use one of the contact methods below:

• Calling us at 402-235-5150
• Emailing us at support@planeasy.com