Privacy at Pfleger Financial (PFG) - Keeping Your Information a Private Matter

When it comes to your insurance affairs, you expect a relationship built on privacy and integrity. That's why Pfleger Financial does not sell client lists or any other client information to outside companies.

Keeping Your Information Secure

To keep information confidential and appropriately protected, we have policies that limit access to your personal information to only those employees who need it to perform their jobs and provide services to you. We also maintain physical, electronic and procedural safeguards that comply with federal standards to guard your personal information.

Collecting Information

We collect information you provide us on applications, forms, through our web sites, and in conversation; from third parties with your permission; from your transactions with us, our affiliates and our joint marketing partners; and from consumer reporting agencies.

Sharing Information

Only under certain circumstances, and only as permitted by law, will we disclose any of this information about our clients and former clients to unaffiliated third parties, such as companies that perform marketing and other services for us.

In addition, we may share information we collect about our clients and former clients with our affiliated insurance institutions.

Your Privacy Preferences

Pfleger Financial respects your right to restrict the information we disclose to our affiliates and joint marketing partners for marketing purposes. You may limit our use or sharing of information about you for marketing purposes by emailing to info@pflegerfinancial.com

Please note that even if wee do not share your information for marketing purposes, we still may share that information for other reasons, such as to service your existing accounts.

Keeping You Informed

This privacy notice applies to the M Financial Group companies. If our information-sharing practices change, we will send you a revised notice. III, L.P.

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Pfleger Financial, Inc. and their agents;

James Pfleger is presently licensed to sell traditional life insurance in the following states: Arizona, California (License Number 0C82041), Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Minnesota, Nebraska, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Texas, Utah and Virginia.

Jeff Pfleger is presently licensed to sell traditional life insurance in the following states: Arizona, Connecticut, Delaware, Florida, Georgia, Minnesota, North Carolina, New Jersey, New York, Pennsylvania, Texas & Washington State. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

Variable life and annuity products, as well as other securities products, may be sold in the following states: Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, New Jersey, Nevada, New York, Ohio, Pennsylvania, Texas, Utah and Virginia. Residents of other states should consult with a local registered representative for securities products.

Proper state registration is mandatory prior to conducting business in any state.

Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC.
Pfleger Financial, Inc. is owned and operated independently from M Holdings Securities, Inc.

Pfleger Financial, Inc. is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.