Information collected
When you submit the quiz, SBC Business Exit & Retirement Education collects your ZIP code, seven answers, selected investable-asset range, first and last name, email address, and phone number. The site calculates and stores an Exit Readiness Score and band from the seven answers. The asset question asks for a range and excludes your home and an unsold business. Do not enter account numbers, Social Security numbers, balances, or other details the quiz does not request.
How it is used
Submitted information is used to show educational topics based on your answers and to follow up by call, text, or email as described in the consent notice. A lead alert is emailed to the SBC team in the live deployment after email delivery is configured. Preview and development environments do not send email.
Results and scheduling
Some results include a 15-minute call calendar on the results page. The calendar is hosted by LeadConnector. Information you enter in that calendar is handled by LeadConnector under its own privacy terms. Other results receive educational links without a call calendar. Submitting the quiz does not book an appointment.
Storage and retention
Quiz contact details and answers are encrypted before storage in the site database. Records and queued lead alerts are automatically deleted after 30 days. A secure, HttpOnly session cookie is used to show your results and protect access to the eligible calendar; it is not an analytics cookie.
Analytics and external services
The site does not use third-party analytics. The LeadConnector calendar loads only on qualified results. Links to IRS, SSA, SEC, and state or local government sites open those sites, which have their own privacy policies.
Hosting and technical operation
The application does not write contact payloads or assessment answers into application logs. The hosting platform may process routine technical request information to operate and secure the site under its own policies. Do not put personal or financial information into page addresses.