To Pension Solutions Customers…
We value you as a customer and respect your right to
privacy. We pledge our commitment to treat your information
show you that we are working hard to protect your privacy.
How do we protect the confidentiality and
security of your information?
What personal information do we collect about
We use physical and technical safeguards to protect
your information. We restrict access to your information
to those who need it to perform their jobs. Third-party
business partners are bound by law to use the information
only for our purposes. They may not disclose it
or use it in any other way. We comply with all data
We collect personal information about you from different
- We collect information you send us on applications
- We collect information from your transactions
with us, our third-party business partners, or others.
- Based on the product or services requested,
we may receive information from a medical provider.
What types of information do we disclose
and to whom?
We do not sell your information to anyone. We may disclose
this information to a business that carries out services
and marketing for us. We may disclose your information
as required or permitted by law. We may disclose your
information for a legal or regulatory purpose. These
include the following types of information.
- Information we receive from you on applications
or other forms. This may include your name, address,
beneficiaries, Social Security number, and family
- This may include information from your transactions
with our third-party business partners, or us. It
may include your account balance and transaction
histories. It may also include shares you purchase,
claims, and purchase method.
How do we use your medical information?
We sometimes receive medical information. We do not
use or share it, internally or externally, for any purpose
except the following:
- administering your account,
- as required or permitted by law, or
- as otherwise authorized by you.
We value our customers. We want you to know how we use
your information. For questions about our privacy
policy, please contact us at (405) 478-4321.