What we collect, why we collect it, who we share it with, and the choices you have. Written to be read, not to be skimmed past.
Last updated November 1, 2026
This policy explains how The Pension Team, operated by Proximo Venture Corporation ("we", "us"), handles personal information collected through thepensionteam.com and through the conversations, appointments and reviews that follow from it.
We collect information you give us directly. On our request forms that is your first and last name, email address, phone number, and optionally the school or district where you work. If you go on to meet with us, you may share further details relevant to a retirement review — for example your employer, approximate years of service, existing retirement accounts such as a 403(b) or 457, and your retirement goals.
We also collect information you provide on a paper questionnaire or appointment card at a workplace presentation, and information you provide by phone, text or email.
Our web pages use Google Analytics to count visits and see which pages are used. Google Analytics sets cookies and receives standard browser data such as pages viewed, approximate location and device type. We do not run advertising pixels, and nothing you type into our forms is sent to Google Analytics. Our booking calendar is embedded from our scheduling provider, and that provider receives the details you enter into it in order to create your appointment.
Do not send account numbers, Social Security numbers or copies of statements through the website forms. If a review requires those details, we will collect them from you directly through a secure channel.
When you tick the consent box on one of our forms, you agree that we may call and text you at the number you gave us, including with an automatic telephone dialing system or prerecorded voice, about your request, your appointment and any policy you hold with us. Message frequency varies. Message and data rates may apply.
You can stop messages at any time. Reply STOP to any text to opt out, or HELP for help. Consent to receive texts is not a condition of any purchase. You can also ask any member of our team to remove you, or email us at the address below. Opting out of text messages does not stop us contacting you by phone or email about an appointment you have already booked or a policy you already hold.
Carriers are not liable for delayed or undelivered messages. We do not sell or share your phone number or your consent to any third party for their own marketing. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent are not shared with any third parties, except the messaging providers that deliver our texts on our behalf.
We share personal information only as follows:
All of the categories above exclude text messaging originator opt-in data and consent. That information is not shared with any third parties or affiliates for marketing or promotional purposes. We do not sell, rent or share lead information, phone numbers or opt-in data with other companies.
We do not sell your personal information, and we do not share it for cross-context behavioral advertising as those terms are defined under California law.
We keep lead and client records for as long as we are working with you and afterwards for as long as insurance recordkeeping rules and our own legal obligations require. Records of your messaging consent — including what you agreed to and when — are kept for as long as we may need to evidence that consent, and for at least five years.
If you are a California resident, the California Consumer Privacy Act as amended gives you the right to:
Because we do not sell or share personal information, there is no "Do Not Sell or Share My Personal Information" opt-out to exercise.
Email victor@thepensionteam.com with the subject line "Privacy Request", or call us. We will verify your identity before acting — usually by confirming details we already hold — and respond within 45 days, extending once by a further 45 days if we need to and telling you why. An authorized agent may make a request for you with your written permission.
We restrict access to client records to the people who need them, use access-controlled systems, and require our providers to do the same. No system is perfectly secure, and we cannot guarantee absolute security.
Our services are for adults. We do not knowingly collect personal information from anyone under 16. If you believe a child has given us information, contact us and we will delete it.
If we change this policy we will update the date at the top of this page. Material changes will be highlighted on the site.
The Pension Team, operated by Proximo Venture Corporation
1340 East Route 66, Suite 200, Glendora, CA 91740
Email: victor@thepensionteam.com
Web: thepensionteam.com
The Pension Team is an independent insurance agency. We are not affiliated with, endorsed by, or acting on behalf of CalSTRS, CalPERS, the Los Angeles Unified School District, or any other public retirement system, school district or government agency. Information on this site is for general education and is not tax, legal or investment advice.