Privacy Policy
Our Privacy Policy
WHAT DOES FIRST HEARTLAND® DO WITH YOUR PERSONAL INFORMATION?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
WHAT INFORMATION?
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
• Social Security Number
• Investment Experience
• Assets
• Account Numbers
• Income
• Account Transactions
• Contact Information
• Account Balance
When you are no longer our customer, we continue to share your information as described in this notice. All financial companies need to share customers' personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers' personal information, the reasons First Heartland® chooses to share, and whether you can limit this sharing.
REASONS WE SHARE YOUR PERSONAL INFORMATION:
For our everyday business purposes - Such as to process your transaction, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus.
For our marketing purposes - To offer our products and services to you
For joint marketing with other financial companies
For our affiliates' everyday business purposes - Information about your transactions and experiences
For our affiliates' everyday business purposes - Information about your creditworthiness. We don't share this information.
For non-affiliates to market to you - Only if your financial professional leaves First Heartland®, retires or sells his or her practice.
WHO IS PROVIDING THIS NOTICE
This notice is being provided on behalf of Benefits Solutions, Valentini Insurance Agency, First Heartland® Capital, Inc. and its affiliates: First Heartland® Consultants, Inc., First Heartland® Corporation, and Elite Partners, LLC ("First Heartland®").
HOW DOES BENEFITS SOLUTIONS and First Heartland® PROTECT MY PERSONAL INFORMATION?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. First Heartland® trains its associates on the proper handling of personal information and requires companies that help provide services to you to protect the confidentiality of personal information they receive.
HOW DOES BENEFITS SOLUTIONS and First Heartland® COLLECT MY PERSONAL INFORMATION?
We collect your personal information, for example, when you:
• Open an account
• Direct us to buy securities
• Give us your contact information
• Seek advice about your investments
• Enter into an investment advisory contract
We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.
WHY CAN'T I LIMIT ALL SHARING?
Federal law gives you the right to limit only:
• sharing for affiliates' everyday business purposes - information about your creditworthiness
• sharing for affiliates' everyday business purposes - information about your creditworthiness
• affiliates from using your information to market to you
• sharing for non-affiliates to market to you
State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.
HOW?
All financial companies need to share customers' personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers' personal information, the reasons First Heartland® chooses to share, and whether you can limit this sharing.
SMS TEXT PHONE
SMS opt-in or phone numbers for the purpose of SMS are not being shared with any third party and affiliate company for marketing purposes.
FOR OUR EVERYDAY BUSINESS PURPOSES
Such as to process your transaction, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
FOR OUR MARKETING PURPOSES
To offer our products and services to you
FOR JOINT MARKETING WITH OTHER FINANCIAL COMPANIES
FOR OUR AFFILIATES' EVERYDAY BUSINESS PURPOSES
Information about your transactions and experiences
FOR OUR AFFILIATES' EVERYDAY BUSINESS PURPOSES
Information about your creditworthiness
FOR NON-AFFILIATES TO MARKET TO YOU
Only if your financial professional leaves First Heartland®, retires or sells his or her practice
TO LIMIT OUR SHARING
Call 406-563-3344 for insurance and 800-444-7244 for securities to speak with our compliance department.
PLEASE NOTE
If you are a new customer, we can begin sharing information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice.
However, you can contact us at any time to limit our sharing.
QUESTIONS?
For insurance related inquiries please call 406-563-3344 and for securities relates inquiries please call 800-444-7244 to speak with our compliance department.