Equias Alliance is in the BOLI and benefit plan news often.

NOTICE OF PRIVACY POLICY

PURPOSE OF THIS NOTICE

This notice provides information about the privacy policies and practices of Equias Alliance, LLC (“Equias Alliance”).

Equias Alliance does not disclose personal information to non-affiliated third parties except as necessary to perform the services our customers request or as required below. Equias Alliance restricts access to non-personal information to those Equias Alliance employees and affiliates who need to know such information in order to provide the high level of service Equias Alliance’s clients expect.

Privacy is very important to us. We do not sell our customers’ information. We maintain policies and procedures designed to ensure the responsible handling of all nonpublic personal information. The examples below of information we collect and the parties with whom we share that information are intended to illustrative of our practices; they are not exhaustive. You do not need to take any action as a result of this notice, but you do have certain rights
as described below.

EQUIAS ALLIANCE PRIVACY POLICIES AND PRACTICES

Information Equias Alliance Collects About Consumers and Customers

Equias Alliance collects nonpublic personal information about consumers and customers from the following sources:

  • Individuals and the individuals’ employers regarding the individuals’ compensation, benefits, insurance applications, benefit plan forms and related documents;
  • Affiliates of Equias Alliance; and
  • Histories of transactions executed with the assistance of Equias Alliance, our affiliates
    and others.

Information that Equias Alliance May Disclose

As permitted by law, we may disclose some or all of the information described above to our affiliates and to companies or individuals that perform services necessary for transactions that an individual or the individual’s employer has requested, such as insurance carriers and agents, securities broker/dealers and trustees. We may also disclose some or all of the information described above to nonaffiliated third parties, including:

  • Companies or individuals that perform services for us or on our behalf, such as independent contractors or technical consultants who program our software;
  • Companies that perform marketing services on our behalf or other financial institutions with which we have joint marketing agreements; and
  • Other nonaffiliated third parties, as permitted by law.

Equias Alliance’s consultants are independent professionals who have chosen to affiliate with Equias Alliance. In the event a consultant leaves Equias Alliance, he is permitted to retain copies of certain nonpublic personal information. If the consultant affiliates with a new firm, the consultant’s subsequent use of the information will be subject to the new firm’s privacy policy. If you are the owner of financial products serviced by Equias Alliance or the sponsor of a benefit plan serviced by Equias Alliance, and you do not want your consultant to retain this information after he leaves Equias Alliance or to transfer this information to his new firm, please contact Linda Radley at (901) 754-0144 to opt out of this information sharing. Your optout will become effective within 30 days after the date of your call or email.

Our Security and Confidentiality Practices for Consumer and Customer Information Equias Alliance restricts access to nonpublic personal information about our current and former customers and consumers to those authorized individuals who need to know the information in order to provide our customers with products or services. Employees are prohibited, both during and after their employment, from disclosing nonpublic personal information to any person or entity outside of Equias Alliance except under the circumstances described above. We also require independent contractors and outside companies who provide services on our behalf to enter into agreements that protect the confidentiality of any consumer and customer information we provide and restrict the use of such information. Finally, we maintain physical, electronic and procedural safeguards that comply with federal regulations to guard consumers' and customers' nonpublic personal information.

This Policy was last updated May, 2011.

Equias News

BOLI Market to Remain Steady in 2018 – Bank Director
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Compensation Strategies to Attract, Retain and Motivate Millennials – BankDirector
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Top 10 Reasons Banks Own BOLI – Joe Schaefer, MBA
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The Value of Customized Deferred Compensation – Bank Director
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More Equias News

Current Events

Bank Director | Acquire or Be Acquired | January 28 - January 30 | Arizona Biltmore Resort, Phoenix, AZ

Ohio Bankers | OBL Economic Summit | February 6 | Greater Columbus Convention Center, Columbus, OH

American Bankers Association | National Conference for Community Bankers | February 25 - February 28 | Hilton Hawaiian Village Waikiki Beach Resort, Honolulu, HI

More Current Events

Insurance services provided by Equias Alliance, LLC, a subsidiary of NFP Corp. Doing business in California as Equias Alliance Insurance Services, LLC (License #0H52337). Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Kestra IS is not affiliated with Equias Alliance LLC, NFP Corp., or any other entity listed herein. Kestra IS does not provide tax or legal advice and is not a Certified Public Accounting (CPA) firm. Not all persons listed on this website are registered with or offer securities through Kestra IS. Only appropriately licensed individuals can offer securities through Kestra IS.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).

Any web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

Equias Privacy Policy

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