We are committed to protecting the privacy and confidentiality of the personal information you entrust to our care. We assure you that your and your clients’ personal information is handled according to our Privacy Policy for the collection, use and disclosure of your and your clients’ personal information, which must be followed by everyone in our organization, including our subsidiaries and affiliated companies, and by any third party service providers or authorized representatives we contract with.

To provide you and your client with the highest quality insurance, investment, and retirement products and service available, it is necessary for us to collect and use personal information that you and your client supply to us. In our industry, such information is essential to conducting business with you. We will not gather information indiscriminately.