Privacy Policy

Our Privacy Policy and Commitment to Protecting your Privacy

We thank you for your confidence in The Retirement Planning Institute. The following outlines our privacy policy and our commitment to protecting your personal information.

Use and disclosure of your personal information

Your personal information may only be used or disclosed for the purposes for which it was collected, other purposes you consent to, or as required or permitted by law. It may only be kept for as long as is necessary to satisfy the purposes for which it was collected, or as required or permitted by law, professional standards or other applicable regulatory bodies.

We are committed to protecting your personal information

All employees, associates, advisors, agents, service providers and suppliers who are granted access to personal information are also required to keep this information protected and confidential. They are to use the information only for the intended purposes. We have also established physical and systems safeguards to protect client information from unauthorized access or use.

What we will NOT do with your personal information

We will not sell or share personal information with individuals or organizations outside of our corporate
relationships.

Your privacy choice

You may verify the accuracy and completeness of your information, and request that it be amended, if appropriate.