Privacy Policy

Updated 25 October, 2018

At Family Wealth, we are committed to maintaining strong and meaningful privacy protections for our customers and members. Our privacy policy is designed to inform you about the information we collect, how we use it, and your options about certain uses of information.

 

Family Wealth privacy policy applies to website visitors, app users, subscribers, applicants and customers in the United States. It applies across the Family Wealth family of companies and the products and services we provide. Other brands connected as Strategic Partners with their products and services may have their own privacy policies. If there is a conflict between this privacy policy and the service-specific policies, the service-specific policy governs when you are using that service.

1. Information we collect and how it is used

 

We collect and use information when you interact with us, when you use our products and services, and when you visit our websites. This information is used to deliver products and services, access members needs, provide adjustments, establish and maintain member/customer accounts and billing records; contact you about our products and services and direct offers or promotions to you; monitor website statistics; and manage and protect our networks. Information may also be aggregated or de-identified for business and marketing uses by us or by third parties connected to us as Family Wealth representatives (Wealth Ambassadors, Business Strategists, Wealth Strategists, Strategic Partners).

2. Information provided to or used by third-party advertisers

 

Family Wealth and third-party advertisers seek to provide advertising that is more relevant to your interests on the websites, apps, services and devices you use. Advertising technology companies present on our sites may place cookies on your browser when you visit our sites and others, use device identifiers or use similar technologies to collect information about your activities on our websites or apps and may combine this information with similar information they obtain from other websites and apps.

 

We also may help third-party advertisers, i.e. Strategic Partners or Family Wealth Representatives target their ads using certain information about customers, without sharing information that identifies you individually. You have choices and may limit the use of your information.

3. Information sharing

 

Family Wealth shares general information within our family of companies or Strategic Partners and does not share personal credit or personal finance information You can limit our sharing of certain types of customer information, specifically, except as explained in our Privacy Policy, in privacy policies for specific services, or in agreements with our customers, Family Wealth does not sell, license or share information that individually identifies our customers with others outside of Family Wealth who are not doing work on Family Wealth’s behalf without your consent. We may share information with our Strategic Partners and Family Wealth representative. Family Wealth may also share certain non-personal identifiable information with outside companies, for example, to assist with the delivery of advertising campaigns, provide aggregate business and marketing insights, or share de-identified information.

4. Telemarketing

 

Federal "Do Not Call" laws allow you to place your phone numbers on the National Do Not Call Registry to prohibit many telemarketing calls to those numbers. To add your numbers to this list, please call 1-888-382-1222 or visit the National Do Not Call Registry.

 

Most telemarketing laws allow companies to contact their own customers without consulting the federal or state Do Not Call list. If you would like to be removed from Family Wealth’s residential telemarketing list, please con-tact us at 1-800-859-8455. If you would like to be removed from the Family Wealth telemarketing list, please contact us at 1-800-859-8455. Please allow 30 days for your telephone number to be removed from any sales programs that are currently underway.

 

At Family Wealth, we are committed to maintaining strong and meaningful privacy protections for our customers and members. Our privacy policy is designed to inform you about the information we collect, how we use it, and your options about certain uses of information.

 

Family Wealth privacy policy applies to website visitors, app users, subscribers, applicants and customers in the United States. It applies across the Family Wealth family of companies and the products and services we provide. Other brands connected as Strategic Partners with their products and services may have their own privacy policies. If there is a conflict between this privacy policy and the service-specific policies, the service-specific policy governs when you are using that service.

 

5. Marketing email, text messages, postal mail and door-to-door calls

 

Marketing emails you receive from Family Wealth include an unsubscribe instruction (usually found at the bot-tom of the email) that you may use to opt out of receiving future marketing-related emails.


You may opt out of receiving marketing-related postal mailings or prevent door-to-door marketing solicitations from Family Wealth by calling 1-800-859-8455. Text message solicitations from Family Wealth also contain an "unsubscribe" feature that you can use to prevent future marketing text messages from us. Please note that Family Wealth may use bulk mail service for some marketing mailings. These services deliver offers to all homes in a neighborhood or zip code. This type of mailing will continue even if you opt out of receiving marketing-related postal mailings from Family Wealth.

6. security and data retention

 

Family Wealth has technical, administrative and physical safeguards in place to help protect against unauthorized access to, use or disclosure of customer information we collect or store, including social security numbers. Employees are trained on the importance of protecting privacy and on the proper access to, use and disclosure of customer information. Under our practices and policies, access to sensitive personally identifiable information is authorized only for those who have a business need for such access. Personally identifiable and other sensitive records are retained only as long as reasonably necessary for business, accounting, tax or legal purposes.

 

Although we work hard to protect personal information that we collect and store, no program is 100% secure and we cannot guarantee that our safeguards will prevent every unauthorized attempt to access, use or disclose personal information. Verizon maintains security and incident response plans to handle incidents involving unauthorized access to private information we collect or store.

 

If you become aware of a security issue, please contact 1-800-859-8455. We will work with you to address any problems.

7. security and data retention

 

Family Wealth has technical, administrative and physical safeguards in place to help protect against unauthorized access to, use or disclosure of customer information we collect or store, including social security numbers. Employees are trained on the importance of protecting privacy and on the proper access to, use and disclosure of customer information. Under our practices and policies, access to sensitive personally identifiable information is authorized only for those who have a business need for such access. Personally identifiable and other sensitive records are retained only as long as reasonably necessary for business, accounting, tax or legal purposes.

 

Although we work hard to protect personal information that we collect and store, no program is 100% secure and we cannot guarantee that our safeguards will prevent every unauthorized attempt to access, use or disclose personal information. Verizon maintains security and incident response plans to handle incidents involving unauthorized access to private information we collect or store.

 

If you become aware of a security issue, please contact 1-800-859-8455. We will work with you to address any problems.

8. Accessing and updating your information

 

We want our customer records to be as accurate as possible. You may correct or update your Family Wealth customer information by calling customer service at 1-800-859-8455 or info@fmailywealthtoday.com.

9. Information sharing: Blogs and social networking

 

Family Wealth uses facebook and may use Instagram, twitter and others which allow you to participate in blog discussions, message boards, chat rooms, and other forms of social networking and to post reviews. These forums are accessible to others and information you post can be read, collected, shared, or otherwise used by anyone who accesses the forum. If you post content to information sharing forums, you are doing so by choice and you are providing consent to the disclosure of this information.

10. Changes to this policy

 

We reserve the right to make changes to this privacy policy, so please check back periodically for changes. You will be able to see that changes have been made by checking to see the effective date posted at the end of the policy. If Verizon elects to use or disclose information that identifies you as an individual in a manner that is materially different from that stated in our policy at the time we collected that information from you, we will give you a choice regarding such use or disclosure by appropriate means, which may include use of an opt-out mechanism.

933 Louise Ave. Charlotte, NC 28204 | 1-800-859-8455

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