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Privacy Statement

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Our Promise to You


One of the most important values we have is maintaining the trust of our clients. The key to doing this is protecting clients' privacy and personal information.

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Key Elements of our Privacy Policies

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  • We gather personal information about our clients in order to develop our Plan Ahead Spending® plans for them.

  • We do not share your information with anyone without your prior consent.

  • We do not share your information with companies for marketing or other purposes.

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