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At Arkin Youngentob Associates, LLC, AY Holdings, Inc., AY Insurance Services, Inc., AY Benefits, LLC and AY Retirement Services, Inc. (collectively “Arkin Youngentob”), our clients’ trust and confidence is paramount. We are committed to safeguarding your personal information and providing you with information and options about how this information may be shared. Please read this notice to learn more about our privacy policies and the options available to you.
This notice describes the privacy policies of Arkin Youngentob. The privacy policies apply to individuals who obtain or apply for a financial product or service for personal, family, household or business purposes, or have done so in the past, from any of the businesses listed below.
Our Privacy Principals:
1) Information That We Collect
As part of providing you with our services, we obtain nonpublic personal information about you, which may include the following:
2) Information That We Share
We use or share information in a limited and carefully controlled manner. We use or share your information in order to identify and protect you against fraud, enable us to complete transactions on your behalf quickly and efficiently, determine the right services to meet your needs and to provide you with proper service. Examples of client information that we may share include:
Depending on the type of relationship you have with Arkin Youngentob, we may share information with other Arkin Youngentob affiliates, as well as with unaffiliated third parties.
3) Sharing Information with Arkin Youngentob affiliates
Arkin Youngentob is a member of Partners Financial a subsidiary of the National Financial Partners Corp. (NFP) family of companies. We may share information about you with NFP and other NFP affiliates, as permitted by law, in order to provide you with as many financial tools as possible. We may share identification information and transaction experience with NFP and other NFP affiliates. Our affiliates provide a wide range of financial services to meet your financial needs. Our affiliates include broker-dealers, investment advisors, financial planners and insurance brokers. We may share customer information so that they can tell you about services and products that may be of special interest or value to you. We may share experience and nonexperience-based information as well as nonpublic, personal information with NFP and other NFP affiliates.
4) Sharing Information With Third Parties Not Affiliated With Arkin Youngentob
We disclose information with unaffiliated third parties as required or permitted by law. Please be assured that whatever the reason for sharing your personal information, we take steps to assure that those parties respect your privacy by limiting the use of the information to the purpose for which it was disclosed. These unaffiliated third parties may include:
5) Confidentiality and Security
The security of your information is important to us. Only those persons who need your information to perform their job have access to it. In addition, we maintain physical, electronic and procedural security measures that comply with federal regulations to protect your information. Our employees have limited access to your personal information based upon their responsibilities. All employees are instructed to protect the confidentiality of your personal information as described in these policies, which are strictly enforced.
6) Former Clients
If you end your relationship with Arkin Youngentob, we will continue to adhere to the policies and practices described in this notice.