Your Privacy Is Important To Us

As a client of International Planning Group, Ltd., you have placed your trust in us to protect those things which you hold most dear.  The financial planning process necessarily means you must share confidential personal information.  Client privacy is a top priority at International Planning Group, Ltd., and we want you to be confident in the knowledge that your information is secure with us.


How We Gather Information

By understanding your needs and objectives, we can provide you with the appropriate products and superior service you deserve.  As a financial planning company, International Planning Group, Ltd. collects information about you from the following sources:

  • Applications, forms, and other information that you or another representative providing services to you provide to us, whether in writing, in person, by telephone, electronically, or by any other means.  This may include your name, address, telephone number, social security number/personal identification number, date of birth, marital status, sex, medical information, driving records, financial information, claims/loss information and insurance coverage’s.
  • Your transactions with us, including information such as name, address, and account activity.
  • Consumer reporting agencies.  This may include information about creditworthiness.


How We Use This Information

  • We use the information that we collect to better serve you with the most appropriate planning solutions and products.
  • Our employees access information about you only when needed to provide services to you.
  • We do not disclose any nonpublic personal information about you that we collect as noted above to anyone, except as required by law or to an appropriate company, in connection with the processing of your applications for various products selected as a result of the financial planning process.


Our Commitment to You

We safeguard any information we collect about you through the implementation of strict controls and the use of secure technology.

  • We protect your information through a combination of physical, electronic, and procedural safeguards.
  • Our directors, managers, and employees receive training about our privacy standards and have signed confidentiality agreements that we keep on file.
  • At your request, we will provide you with a copy of our privacy policy, including any updates.
  • If you decide to terminate your relationship with us for any reason, we will adhere to the privacy standards and procedures described in this notice.

We are committed to maintaining complete and accurate information about our clients, and we will employ reasonable measures to ensure the accuracy, timeliness, and thoroughness of this information.  If you think any information we have about you may be incorrect, please notify us immediately.  We will take prompt action to make the appropriate corrections and to notify anyone with whom we may have shared the inaccurate information.