LifePro Asset Management Privacy Policy

Your privacy is important to LifePro Asset Management.

Collection and Use of 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.

We collect your personal information, for example, when you:

  • Open an account or give us your contact information.
  • Apply for insurance or seek advice about your investments.
  • Tell us about your investment or retirement portfolio.

We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.

Federal law gives you the right to limit only:

  • Sharing for affiliates’ everyday business purposes – information about your creditworthiness.
  • Affiliates from using your information to market to you.
  • Sharing for nonaffiliates to market to you.

State laws and individual companies may give you additional rights to limit sharing.

Types of Personal 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 and account
  • Assets and transaction or loss history
  • Investment experience and employment information

How Personal Information Is Used

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 Voya chooses to share; and whether you can limit this sharing. Reasons we can share your personal information:
  • For our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, detect and prevent fraud, or report to credit bureaus
  • For our marketing purposes – to offer our products and services to you
  • For our affiliates’ everyday business purposes – information about your transactions and experiences
  • For our affiliates to market to you

Protection of 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.

Privacy Questions

If you have any questions or concerns about LifePro Asset Management’s Privacy Policy or data processing or if you would like to make a complaint about a possible breach of local privacy laws, please contact us. You can always contact us by phone at 1-888-543-3776.

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