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Privacy Policy


At The Strategic Retirement Benefits Group, we are committed to protecting your privacy and ensuring transparency in how we collect and use information.

Information We Collect

We may collect personal information such as name, email address, phone number, and other contact details when voluntarily provided by users or employees. We may also collect information necessary to support secure access to our systems, including authentication-related data.

How We Use Information

We use collected information solely for business operations, including:

  • Providing and maintaining our services

  • Communicating with users and employees

  • Supporting security measures, including multi-factor authentication (MFA) and two-factor authentication (2FA)

  • Ensuring compliance with legal and regulatory requirements

SMS / Text Messaging Use

Our organization uses SMS exclusively for security and operational purposes, such as receiving one-time passcodes for authentication.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.

All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We do not send marketing or promotional text messages.

Information Sharing

We do not sell, rent, or share personal information with third parties for marketing purposes. Information may only be shared with service providers strictly as necessary to support business operations and security, and only under appropriate confidentiality obligations.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect personal information from unauthorized access, disclosure, or misuse.

Data Retention

We retain information only as long as necessary to fulfill the purposes outlined in this policy or as required by law.

Your Rights

Depending on your location, you may have the right to request access to, correction of, or deletion of your personal information.

Contact Us

If you have any questions about this Privacy Policy, please contact us.

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