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  • Security Policy: Help Prevent Identity Theft

Security Policy: Help Prevent Identity Theft

CLIENT SUPPORT

Jessica Recny
info@retiresmarterinc.com
(404) 807-3403

The Internet allows you to handle many important financial transactions with tremendous ease, and from just about anywhere. But this financial freedom also presents another opportunity for fraudulent persons to try to access your accounts. Thus, it’s important for both Retire Smarter and you to take steps to help safeguard your information.



Identity theft and fraud are crimes that occur when a person deceptively gets a hold of another individual’s personal information and then uses that information to steal money or to commit other crimes.

A common challenge for financial institutions is ensuring that only the true account owners are transacting on an account or obtaining account-specific information. With so many recent headlines regarding large-scale privacy incidents, foreign lottery scams, and “phishing” attempts (an online scam involving fraudulent email messages asking for confidential information such as passwords or account numbers), there is an increasing number of risks to both investors and the companies entrusted to protect both their money and their personal data.


RETIRE SMARTERS’ PRIVACY MEASURES

  • We secure all transactions using SSL and 256-bit encryption.
  • Password requirements: for your protection, we require password complexities to prevent unauthorized individuals gaining access to your account. Your password to the RetireSmarterInc.com site must be 8-20 characters and include a number, both an upper- and lowercase letter, and no spaces.
  • Cybersecurity efforts: We recognize that protecting our systems infrastructure and the data it retains requires constant vigilance and action. Our information security framework is built upon regulatory requirements, industry standards, comprehensive internal guidelines, and other closely guarded controls that are designed to maintain the confidentiality, integrity, and availability of the critical data that we maintain on our systems.
  • We do not send any personal account information in any non-secure emails.
  • We will never send you an unsolicited email that requests your personal information.
  • Read about how we help guard your privacy here.

Retire Smarter will NEVER send you an email requesting personal information unless you initiated correspondence. Even then, we will request that you to submit that information only via a secure link on our website at retiresmarterinc.com or by contacting our Client Relations representatives via telephone to discuss. If you ever get an email that appears to be from Retire Smarter and is requesting any of your personal information via any other means, please do not respond; instead write to us at info@retiresmarterinc.com.


STEPS YOU SHOULD TAKE TO PROTECT YOURSELF
Read all account statements and confirmations in a timely fashion. By enrolling in electronic delivery, we will notify you the same day a confirmation or statement is available, allowing you to access those documents on our website. If you did not enroll in electronic delivery, or if you receive a confirmation of an address change which you did not initiate, please contact us immediately.


CONTACT US IMMEDIATELY ABOUT ANY POTENTIAL INACCURACIES ON YOUR CONFIRMATION OR STATEMENT.

  • Don’t share your passwords.
  • Change your password frequently.
  • Do not use the same password for multiple accounts.

Our Security Policy changes from time to time. We recommend that you review this page periodically for these changes. This notice was last updated January 2018. If you have any questions about our policies, write to us at P.O. Box 53194 – Atlanta, GA 30355 or call us at (404) 807-3403.

LOREM IPSUM // 2020

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Retire Smarter, its affiliates, and financial advisors do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Our website is intended to report solely on retirement strategies and opportunities identified by Retire Smarter, and as such the views contained herein are not to be taken as advice or a recommendation to buy or sell any investment or interest. Opinions, where and when expressed, are subject to change without notice.

Retire Smarter markets certain products that are sponsored, managed, distributed or provided by companies that Retire Smarter is licensed with. Insurance and annuity products are marketed through Retire Smarter, Inc. Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

• Not guaranteed by any bank / credit union • Not FDIC / NCUSIF insured • Not insured by any federal government agency • Offered by licensed insurance advisors only


© 2021 Retire Smarter, Inc. All Rights Reserved.

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© 2020 Retire Smarter, Inc. All Rights Reserved.

Opinions expressed here are subject to change without notice. This commentary is for informational purposes only. The information, data, and analyses presented herein do not constitute investment advice, are provided solely for informational purposes and therefore are not an offer to buy or sell any investment. Retire Smarter has not considered any individual’s circumstances in preparing this information. Before making any investment decision, please consider consulting a financial or tax professional regarding your unique situation.

• Not guaranteed by any bank / credit union • Not FDIC / NCUSIF insured • Not insured by any federal government agency • Offered by licensed insurance advisors only

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