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Privacy Policy for Benefit Resources & Planning
Effective Date: January 1, 2021
Welcome to Benefit Resources & Planning ("BRP"). At BRP, we are committed to protecting the privacy and security of your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website or use our services. By accessing our website or using our services, you agree to the terms of this Privacy Policy.
1. Information We Collect:
* Personal Information: We may collect personal information such as your name, contact details, financial information, and other relevant data when you use our services.
* Automatically Collected Information: When you visit our website, we may automatically collect information about your device, browser, IP address, and usage patterns using cookies and similar technologies.
2. How We Use Your Information:
* Service Delivery: We use your personal information to provide you with our insurance and investment services, process transactions, and communicate with you regarding your accounts.
*Improving Services: Your information helps us enhance our services, customize your experience, and develop new offerings.
*Marketing: With your consent, we may use your information to send you promotional materials, updates, and information about our products and services.
3. Information Sharing:
*Third-Party Service Providers: We may share your information with trusted third-party service providers who assist us in delivering our services, such as processing transactions or providing customer support.
*Legal Compliance: We may disclose your information to comply with applicable laws, regulations, or legal processes.
*Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of the transaction.
4. Data Security:
*Security Measures: We implement industry-standard security measures to protect your information from unauthorized access, disclosure, alteration, and destruction.
*Data Retention: We retain your information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy or as required by law.
5. Your Choices:
*Opt-Out: You have the right to opt-out of receiving marketing communications from us. You can do so by following the instructions provided in our communications or contacting us directly.
*Access and Correction: You may request access to, correct, or update your personal information by contacting us through the provided contact details.
6. Children’s Privacy:
Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If you believe a child has provided us with their information, please contact us to have it removed.
7. Changes to the Privacy Policy:
We reserve the right to update this Privacy Policy to reflect changes in our practices and services. We will notify you of any material changes by posting the updated policy on our website.
8. Contact Us:
If you have any questions or concerns about this Privacy Policy or our practices, please contact us at vwebb@brplanning.com.
Thank you for choosing Benefit Resources & Planning. Your privacy is important to us.
Benefit Resources & Planning
PO Box 6219, Spartanburg, SC 29304
Phone: (864)-582-3437
Email: Vwebb@brplanning.com
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: SC, NC, GA, CO, FL, CA
Cambridge and Benefit Resources and Planning are not affiliated.
You can find this information in our Compliance Manuel under Communications with Public located here.
FINRA: http://www.finra.org/
Broker Check: http://brokercheck.finra.org/
SIPC: http://www.sipc.com/
Notice of Data Incident: Benefit Resources and Planning was the victim of an email compromise that resulted in a third party gaining unauthorized access to one of BRP’s email accounts. BRP is providing notice of the event so potentially affected individuals may take steps to better protect their personal information should they feel it appropriate to do so.
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