Retirement Life USA

Privacy Policy

Effective Date: January 1, 2026 | Last Updated: September 2026

Retirement Life USA ("we," "our," or "us"), operated in affiliation with Charleston Real Estate Company, is committed to safeguarding your personal privacy. This Privacy Policy details our practices concerning the collection, use, maintenance, and disclosure of information obtained through retirementlifeusa.com, the RetirementRelo application, and our associated digital services.

1. Information We Collect

We collect personal information that you voluntarily submit when engaging with our platforms, downloading digital guides, or requesting real estate referral assistance:

  • Personal Identification Details: First and last name, email address, telephone number, and mailing address.
  • Relocation Criteria: Target relocation cities, price parameters, preferred housing types, timeframe for moving, and lifestyle priorities.
  • Technical and Analytical Data: IP addresses, browser types, device identifiers, and page interaction timestamps gathered via cookies and tracking pixels.

2. How We Use Collected Information

The information we collect is utilized strictly to provide and improve our services, including:

  • Delivering requested resources, including digital relocation guides, state tax overviews, and book materials.
  • Connecting you directly with independent, pre-screened real estate professionals within our vetted national agent network when you request referral assistance.
  • Distributing relevant informational broadcasts, market updates, and educational relocation content via email.
  • Improving website functionality, evaluating user engagement, and securing our digital infrastructure.

3. Information Sharing and Disclosure

We do not sell, rent, or lease your personal information to third-party commercial marketing brokers. Information is shared solely under the following conditions:

  • Vetted Real Estate Network: When you request assistance in a target market, relevant contact and search parameters are transmitted to an independent licensed agent within our pre-screened referral network to facilitate your property inquiry.
  • Essential Infrastructure Providers: Trusted software platforms operating on our behalf (such as CRM databases, secure email delivery systems, and hosting providers) bound by strict confidentiality terms.
  • Legal Compliance: When required by enforceable judicial order, regulatory directive, or applicable law to protect legal rights and client safety.

4. Data Security and Storage

We maintain industry-standard physical, procedural, and technological safeguards to shield personal data against unauthorized disclosure, loss, alteration, or interception. While no electronic transfer or cloud storage system is 100% impenetrable, we continually audit and update our security protocols.

5. Your Privacy Rights

Depending on your state of residence, you maintain specific rights regarding your personal information, including:

  • Access: The right to request a summary of the personal records we maintain regarding your account.
  • Correction: The right to request the prompt correction of inaccurate or incomplete contact records.
  • Opt-Out: The right to unsubscribe from marketing broadcasts at any time using the direct unsubscribe link located in every email footer.
  • Deletion: The right to request that we delete your personal information from our active databases, subject to legal documentation requirements.

6. Cookies and Tracking Technologies

We utilize standard session cookies, web beacons, and analytical tags to measure traffic distribution, preserve user preferences, and assess advertising campaign delivery across platforms like YouTube and Google. You may adjust or disable cookie tracking via your individual browser settings.

7. Contact and Inquiries

To exercise any privacy rights, request data updates, or ask questions regarding our privacy compliance practices, please contact us directly:

Retirement Life USA
Mount Pleasant, SC 29466
Email: [email protected]

Important Notice on Brokerage Relationships: Accessing, viewing, or interacting with this website, the RetirementRelo app, or any associated consultations, calls, or communications does not create an agency or fiduciary relationship between you and any brokerage firm or licensee. Under South Carolina law, until you enter into a written buyer agency or listing agreement, you are considered a customer, and Keith Lucas, Charleston Real Estate Company, and Retirement Life USA are presumed to be acting as a transaction broker, not as your representative.

Retirement Relocation Blueprint is a registered trademark of Retirement Life USA. Keith Lucas is a licensed real estate broker and the founder of Retirement Life USA. This information is produced solely for educational and entertainment purposes and should not be considered a source for financial, accounting, tax, or legal guidance. For advice on financial or legal matters, please seek assistance from a qualified financial advisor or lawyer. Opinions expressed herein are solely those of Retirement Life USA.