Who we are

Our website address is: https://socialsecurityprimer.com/.

PRIVACY POLICY

This privacy policy sets out how Social Security Primer uses and protects any information that you provide Social Security Primer. Social Security Primer is devoted to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when accessing your account information, you can be assured that such information will only be used in accordance with this privacy statement. Social Security Primer has a firm policy of protecting the confidentiality and security of information that we collect from our clients. We do not share your non‐public personal information with unaffiliated third parties. Information is only shared with your consent except for the specific purposes below, in accordance with all applicable laws. Please read this policy carefully. It gives you important information about how we handle your personal information. Social Security Primer reserves the right to change this policy at any time.

USE OF INFORMATION 

We limit the collection and use of non‐public personal information to the minimum we believe is necessary to deliver superior service to you. Services can include advising you about our Social Security Planning, services and other opportunities, maintaining your account with us, processing distribution and contribution transactions and administering our business.

WHAT WE COLLECT 

We obtain most non‐public personal information directly from you or your agents whether in person, by telephone or electronically. We may obtain the following information: 

  • First name, last name and job title
  • Contact information including home address, email address, business address, home telephone numbers and business telephone numbers 
  • Social Security Numbers 
  • Employee Identification Numbers Banking information such as wiring information 
  • Accounts with us and transactions and interactions by us, with us or through us

DISCLOSURE 

We do not disclose any kind of non‐public personal information about our clients or former clients to anyone, except when we believe it necessary for the conduct of our business, or where disclosure is required by law. Except those specific, limited situations, without your consent, we will not make any disclosures of non‐public personal information to other companies who may want to sell their products or services to you.

WHAT WE DO WITH THE INFORMATION WE GATHER 

We require this information to understand your needs and provide you with better service, and in particular for the following reasons:

  • Internal record keeping
  • We send email about new investment properties, investor statements, valuation statements, capital calls or other information which we think may be valuable using the email address which you have provided.
  • From time to time, we may also use your information to contact you for general account information and for collecting capital calls. We may contact you by email, phone, fax or mail 
  • We may use the information to customize our website to provide better service to you 
  • We are required by law to provide certain information, including social security numbers and addresses, to the Internal Revenue Service and state and local taxing authorities 

Controlling your personal information 

We will not sell, distribute or lease your personal information to third parties unless we have your permission or are required by law to do so.