Privacy Policy

Although Sentinel Benefits & Financial Group is generally not subject to the Gramm–Leach–Bliley Privacy Act, we value you as a customer and respect your right to privacy. We pledge our commitment to treating your information responsibly.

Sentinel Benefits & Financial Group has established the following policies to assure you that we are committed to protecting your privacy.

Information We Collect
Our firm may collect "nonpublic personal information" about you from several of the following sources:

Information we receive from your employer on annual package requests, payroll feeds, and employee census reports
Information about your transactions from brokerage statements
Information we receive from third parties and
Information we receive from you on enrollment forms, loan applications or claim forms

"Nonpublic personal information" is nonpublic information about you that we obtain in connection with providing administration services for your retirement plan, flexible spending account plan, health insurance, or COBRA coverage.

Information We Disclose
We do not disclose any nonpublic personal information about you to anyone, except as permitted by law. We do not sell any nonpublic personal information to anyone. We may disclose the information we collect, as described above, to companies that perform services on behalf of your employer such as accountants or lawyers. If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.

Our Security Procedures
We take steps to safeguard client information. We restrict access to your personal and account information to those employees who need to know that information to provide services to you. Employees who have access to customer information may use it only for legitimate business purposes. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.