PRIVACY POLICY STATEMENT
A recently enacted federal statute, known as the Gramm-Leach-Bliley Act requires us as a “financial institution” to take affirmative steps to explain to you what our specific policy regarding the usage of information about you. Additionally we are required to advise you regarding other information about you that we may collect during this process.
Categories of Information We Collect
We at Levin Financial Services, Inc., and RG Capital, LLC collect nonpublic personal information about you from the following sources:
• Information we receive from you on forms and RG Capital applications
• Information to transfer to RG Capital, LLC for whom we solicit business
Categories of Information We Disclose and Parties to Whom We Disclose
We at Levin Financial Services, Inc., and RG Capital, LLC may disclose the following kinds of non-public personal information about you:
• Information we receive from you on applications or other forms such as your name, your address, your social security number, your asset level and/or your income level.
• This will be given only to RG Capital, LLC for whom we solicit or only to the IRS or to a court if presented with legal requirements to do so at the time.
Categories of Parties to Whom We Disclose
We may disclose non-public personal information about you to the following types of third parties:
• Financial services providers, such as RG Capital, LLC, the court and IRS in certain specific instances in which case you will be notified should this ever occur
• No one else, without your permission. See “Your Right to Opt Out.”
Your Right to Opt Out
We have the right to disclose the information above. However, we at Levin Financial Services, Inc., have chosen NOT TO DISCLOSE any client information to third parties without your permission. If we need to share data, we will obtain that authorization from you in writing. Once we have obtained that information, please know that we will protect it to the highest level. Levin Financial Services, Inc., does not sell, trade or otherwise disclose clients’ names or information to non-affiliated parties except as required by law, a court order or with your permission. We value your business and your time and we will not violate your trust.
Should you have any questions or concerns, please call our firm at 888-973-0000 or you may fax us at 410-654-1238 or you may contact us by email at:
Planning@LevinFinancialServices.Com.
Confidentiality and Security
We at Levin Financial Services, Inc., restrict access to non-public personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic and procedural safeguards that comply with required standards to guard your non-public personal information.
Web Site Indemnity:
Levin Financial Services, Inc., is neither a direct provider of financial plans nor asset management services. All financial services are offered by third-party financial services providers for whom we act as a solicitor.
As a condition of use of this website, the user agrees to indemnify Levin Financial Services, Inc., against any and all liabilities, expenses (including attorney's and expert's charges) and damages arising out of claims resulting from user's use of this website and reliance upon any information that is not directly provided by Levin Financial Services, Inc.
We are providing the links as a service to you and encourage you to contact the provider of the links directly regarding information found on their sites. Changes are periodically made to the information published at this site and on the links. It is the user's responsibility to verify the accuracy of the data and its current status prior to reliance upon same. Changes are made without the requirement of notice and can be made from time to time without notice.
Important information about third-party providers. In order to provide better service to you, we have entered into relationships with certain third parties. If you choose to select the "Continue" button below, you will be leaving the Levin Financial Services, Inc., website and entering the website of a separate, independent company. Levin Financial Services, Inc., disclaims and has no control or responsibility for the web content, products, information services, or advice provided by that company.
Levin Financial Services, Inc., is not liable for the results or failure of any of the products, information, services, or advice provided by that company. Please review the privacy policy and security practices of the company since they may be different from the privacy policy and security practices of Levin Financial Services, Inc.
By selecting "Continue" below, you acknowledge that you have read and understand the disclosure about third-party providers.
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