At RetireCo we appreciate the trust you place in us when you ask us to help you protect and accumulate your assets. You trust us with your private personal information when you purchase any of our retirement plans and we recognize our obligation to keep information about you secure and confidential. To provide you with the highest quality products and services, we must collect a certain amount of personal information about you. It’s important for you to know that we do not sell or share customer information with nonaffiliated third parties. Our information-sharing practices are designed to protect the confidentiality of your information.
COLLECTING INFORMATION
We may collect the following types of non-public personal information about you in order to provide, administer and/or service our financial products and services, including life insurance policies and annuity contracts:
• The information you provide on applications or other forms, such as your name, address, telephone number, and Social Security number.
• Information about your transactions or experiences with us, our affiliates or third parties such as your insurance coverage, payroll data, account balances, and transactions completed with us.
• Information from your visits to our web site.
• Information from hospitals, doctors, laboratories and other companies concerning your past or present health condition for purposes of underwriting, claims processing, and such other purposes as you may authorize, or as otherwise permitted or required by law.
• Information from your representative, such as updated information pertaining to your retirement plan, contract, or policy.
HOW WE TREAT THE INFORMATION
We treat your information with respect and concern for you privacy. We do not disclose any nonpublic personal or financial information about our customers or former customers to anyone, except as required or permitted by law. In addition to reasonable electronic security measures, our security practices include limiting access to those employees, independent representatives, and business associates with appropriate authority and for intended business purpose only.
If we allow limited access or any type of disclosure to permitted persons it is done for purposes such as servicing or administering your retirement plan or policy, fulfilling your requests, and management oversight. or to inform you about other products and services we offer. Our affiliates include other financial service companies. Before disclosing your information, we require our affiliates to promise to follow our privacy practices and use it only for the transaction we request.
CONFIDENTIALITY AND SECURITY
We restrict access to your non-public personal information to those who need it to provide or financial protection and retirement savings products and services to you, and to maintain and improve customer service. We maintain physical, electronic, and procedural safeguards that comply with federal and state laws and regulations to guard your non-public personal information.
INDEPENDENT RETIRECO REPRESENTATIVES
Because your representative has a unique business relationship with you, s/he may have additional personal information about you that we do not have. Such information would not be subject to our privacy policy and s/he may use this information differently than we would. Contact your independent representative to learn more about his/her privacy practices.
HOW TO REVIEW OUR FILE
You have the right to review and obtain a copy of the personal information contained in our files. When requesting your information, please be sure to include your name, address and contact number. If you feel that our information is incorrect, let us know and we will review it. If we agree, we will correct our files. If we do not agree, you may file a short statement of dispute with us. This statement will be included with any information disclosure we make in the future, or sent to anyone you designate who may have received such information in the past two years, or as otherwise required by law. Mail requests to our Privacy Department at the following address: RetireCo., Privacy Department PO BOX 180050, Delafield, WI 53018.
CHANGES IN PRIVACY POLICY
We many choose to modify our policy regarding the treatment of non-public personal information at any time. Before we do so, we will notify you and provide an updated notice.
Retire Co. is headquartered in Hartland, Wisconsin and offers a diverse portfolio of retirement plans, annuities, and life insurance products to help families and businesses achieve secure financial futures. Founded in 2004 and incorporated in 2009, we have licensed representatives in 42 states.
For more information about Retire Co. products, please visit us on the web at www.retireco.com.
The highest level of safety in a volatile economy, easy to understand solutions allow you to earn competitive interest rates and share in potential market gains without loss. 
LEARN MORE
