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Privacy Statement

Security Benefit Privacy Policy

The privacy of Security Benefit's customers is of utmost importance to us. You provide nonpublic personal information ("NPI") to us in the course of doing business. We treat this information as confidential and restrict access to it.

We collect NPI about you from: (1) your requests for literature; (2) your applications and forms; (3) your financial advisor; and (4) your transactions with us. We do not sell information about current or former customers. We disclose information among our affiliates and to third parties as needed to process transactions or service your account.

For example, we may contract with third parties to send you statements. Also, we disclose information as required or permitted by law. Except with regard to California residents, we also may disclose information to companies: (1) that help us sell our products; and (2) with whom we jointly offer products. When we contract with others, we will require them to adhere to our privacy standards.

At Security Benefit, we restrict access to your NPI. Such information is given only to those who need it to provide products or services to you. We also maintain: (1) physical; (2); electronic; and (3) procedural safeguards to guard your NPI.

Website Privacy Policy

Effective May 1, 2008

We also collect personally identifiable information through your transactions on our web site, should you choose to contact us via the web. Such information may include your name, your address, your date of birth, and your social security number. Through your secure account access via our web site, we do allow you to change your address of record on the accounts that you maintain with us.

Changes to this privacy policy will be posted to the Security Benefit website in accordance with the effective date of such changes.

This Privacy Policy applies to the following companies: Security Benefit Life Insurance Company, Security Benefit Corporation, Security Distributors, First Security Benefit Life Insurance and Annuity Company of New York, and Security Financial Resources, Inc.

 


Privacy Statement | Notice of Privacy | Business Continuity | Legal Information

 

Services are offered through and securities distributed by Security Distributors, a subsidiary of Security Benefit Corporation (Security Benefit).

Security Benefit is a leading provider of retirement plan services throughout the nation, primarily in the education marketplace. Security Benefit offers trust account programs under 401(k) and 401(a) and under §401 of the Internal Revenue Code; voluntary custodial accounts under 403(b)(7) ERISA and 403(b)(7) of the Internal Revenue Code; §457 Governmental Programs; and trust account Top Hat programs under §457(g) of the Internal Revenue Code; and Voluntary Employees' Beneficiary Association (VEBA) trust programs qualified under Section 501(c)(9) of the Internal Revenue Code.

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