Privacy Policy

We are dedicated to helping protect your and your family's identity and privacy. We endeavor to take reasonable steps to safeguard private, nonpublic information concerning you. We want you to understand what information we collect and how we use it.

   What We Collect

We obtain private information like your date of birth, Social Security Number, and income to provide financial services. This information includes everything we receive from you on applications, planning interviews, or other forms.

   What Information We Disclose

We disclose nonpublic personal information about our current or former clients as required and permitted by law. The law allows us to disclose a client's personal information when necessary to service or process:

1. An investment account, insurance product, or another service that you request or authorize
2. Securities you have authorized us to purchase, with your consent or at your direction
3. To your legal representative
4. In response to a court order
5. To comply with Federal, State, or local laws
6. To prevent fraud
7. To companies that provide services for us and with whom we have a non-disclosure agreement.
8. We also provide your social security number and other information to insurance companies, mutual funds, and custodial companies. They require this information to identify you and provide services for you.

   Our Security Procedures

We collect only relevant information about our customers. We safeguard our current and former customers' personal information and disclose it only for legitimate business or legal reasons. We restrict information about you to only individuals who need to know that information to provide products or services to you, such as underwriting, customer service, claims to process, and securities transactions. Our employees, agents, representatives, and contractors are trained to respect customer privacy. We maintain physical, electronic, and procedural safeguards that comply with State and Federal regulations to guard your personal information.

Collection Methods

We collect personal data through:

• Online forms
• Direct interactions, such as account creation or customer support
• Third-party services

We sometimes use SMS to contact clients, prospects, and business partners. The following terms and conditions apply to SMS Messaging.

By providing your phone number, or by texting our line, you consent to receive SMS communications from Midwest Investment and Retirement Management Inc. Information obtained by SMS is only disclosed as discribed in this privacy policy. Standard message and data rates may apply. Messaging frequency may vary. For assistance or to request we stop texting you please call 1-219-322-9932 or email Chris@mwwb.org subject line STOP TEXT. You can opt out of texts at any time. You may also text us asking for assistance or to request that we stop texting you. We may update this Privacy Policy from time to time. Check here for any significant changes or updates.