Pension Planners Securities, Inc.

Privacy and Consumer Financial Information (Regulations S-P)

Pension Planners Securities, Inc.
Pension Planners Insurance Services, Inc.
Pension Disbursement Corporation

Confidentiality and Security

We take our role in protecting the private personal and financial information that we have obtained about you with the utmost sincerity. We restrict access to nonpublic information about you to those employees who need to know that information to provide products or services to you and in the maintenance and service of your account. Whether you are a current customer or a former customer you have our assurance that your information will be protected (view entire disclosure).

Broker/Dealer approved states: Arizona, California, Colorado, Connecticut, Washington DC, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Montana, Nevada, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin.

Insurance Firm licenses: Arizona, California (0723059), Colorado (NPA00111037), Connecticut, Washington DC, Florida (A251223), Idaho, Illinois , Indiana, Maryland, Michigan, Missouri (AG11041), Nevada (22359) , New Mexico (550992), New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin.

Registered Investment Advisor approved states: Arizona, California and Nevada
Member of: Financial Industry Regulatory Authority (F.I.N.R.A.), S.I.P.C.