TruChoice Financial Group, LLC (“TruChoice”, “we”, “us”, “our”) is a financial services enterprise (FSE) that helps independent financial professionals enhance their annuity and life insurance businesses for clients in the United States. To provide these products and services, we may collect, use and share personal information about our clients (collectively and hereafter, “you”, “your”). This Privacy Notice explains our information management practices and provides information on how to contact us if you have questions regarding our privacy practices.
This Privacy Notice describes the following:
This Privacy Notice applies to personal information collected, used and shared by TruChoice Financial Group, LLC. For purposes of this Privacy Notice, “personal information” means personal information that identifies you as an individual or relates to an identifiable individual. “Personal information” does not mean publicly available information about individuals.
TYPES OF PERSONAL INFORMATION WE MAY COLLECT ABOUT YOU
We collect personal information about you so that we can process the transactions and services you request. We also collect personal information to inform you of new products and services and to engage in studies or research relating to our business. We limit the personal information collected to what we need for our legitimate business purposes. We may collect your personal information from the following sources:
TYPES OF PERSONAL INFORMATION WE MAY SHARE WITH THIRD-PARTIES
We do not sell or otherwise share personal information about current or former customers with anyone, except to help us operate our business, as permitted by law. Where necessary, we seek your consent prior to sharing your personal information with third-parties. We may share the personal information we collect about you as follows:
We may also share your personal information with third-party service providers to support our business operations, as follows:
HOW WE PROTECT THE PERSONAL INFORMATION WE COLLECT ABOUT YOU
We limit access to your personal information to those employees, affiliates and service providers who need it for our business purposes. We protect your personal information using safeguards that align with applicable laws, regulations and industry-accepted practices. This includes measures that are administrative, physical and technical in nature. We use reasonable measures to secure our websites and protect the personal information that may be shared over these sites.
We select our third-party service providers carefully and seek contractual assurances that the service provider will reasonably safeguard your personal information in a manner consistent with our policies and practices. If we discover a breach of the security of your personal information in our possession, we may seek to notify you of that development. If a notification is appropriate, we will endeavor to do so as promptly as possible under the circumstances and, to the extent we have your e-mail address, we may notify you by e-mail.
RETENTION OF YOUR PERSONAL INFORMATION
TruChoice may retain your personal information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements.
USE OF SERVICES BY MINORS
TruChoice does not knowingly collect, use, or share personal information from children under thirteen (13) years old. We ask that any person under age 13 refrain from using our products and services. If we learn that we have collected the personal information of a child, we will take steps to delete the personal information as soon as possible.
HOW TO CONTACT US
You may contact TruChoice by post, telephone, or email:
TruChoice Financial Group, LLC
Attention: Privacy Official
400 Highway 169 South
Saint Louis Park, MN 55426
PRIVACY NOTICE REVISIONS
TruChoice reviewed and updated this Privacy Notice on 7 October 2019. We reserve the right, at our discretion, to change, modify, add, or remove portions of this Privacy Notice at any time. Your continued use of this website and our Services, following reasonable notice of such modifications, constitutes your acceptance of any changes to this Privacy Notice.