Privacy Policy- Consent

Corporate

Safeguards

Consent

Disclosure of your personal information will be restricted only to those who require that information in order to successfully carry out their duty to you, such as:

• Our employees who require the information in the performance of their duties
• Mutual fund companies, insurance companies, MGA’s, and the mutual fund dealers that we utilize in carrying out our business
• Service providers who require the information in the performance of their duties for us, such as mailings.  These providers have signed confidentiality agreements that are in accordance with our Corporate Privacy Principles
• Any person or organization to whom you gave consent;  
• Withdrawal of Consent:

You may withdraw your consent authorizing us to utilize your personal information and we will comply as long as there are no legal requirements preventing us from doing so.  Withdrawal of your consent may impact our ability to continue to provide you with the products and services. 

• Service Providers:

We use third party service providers for various services such as: printing, mail distribution, information technology, and marketing.  Where any information is provided to third party service providers we require them to sign an agreement stating that this information will be kept confidential and will not be used for any other purposes.

• Special Offers and Marketing Promotions:

From time to time, we may inform you of products or services that may be of interest to you.

• Commitment:

We are committed to protecting your personal information from unauthorized access.  We do so by ensuring that all necessary physical, organizational, and technological safeguards remain in place at all times.  We do NOT SELL your personal information to anyone.  If you do not wish to receive any type of marketing/promotional information you may inform us by telephone, fax, or mail.  If you have any further questions or concerns about our privacy policies and procedures please contact us at:  This email address is being protected from spam bots, you need Javascript enabled to view it.