Privacy Policy

We may collect protected information about our clients in connection with underwriting an application for developing college funding plans and/or submitting financial aid forms. This information will be used by authorized company personnel for these purposes. Protected information means any nonpublic, personally identifiable information including financial information, employment-related information, and medical information. Unless permitted by law, we will only collect information from sources other than our clients with written authorization.

We do not disclose any protected information about our clients or former clients to anyone except as permitted by law. We do not sell client lists or other protected information. With some exceptions, we will not disclose protected information without written authorization. There are circumstances when we will disclose protected information related to medical underwriting, a claim investigation, or other activities relating to your college funding plan without authorization to third parties or affiliates assisting us with these activities, as permitted by law. We will also disclose protected information to third parties without authorization as required by law, such as in the case of subpoenas and mandated governmental disclosures.