P Financial, Inc. dba Pfleger Financial Group, Inc. is a member firm of M Financial Group. Pfleger Financial’ s collection and use of personal information is fundamental to our ability to serve our clients. We collect and use personal information for such purposes as analysis in conjunction with quotes for insurance, administering our products or services, assisting with claims and offering additional financial products or services. Our relationship with you is our most important asset. Clients entrust us with private financial information on a regular basis, and Pfleger Financial is dedicated to maintaining that trust. Pfleger Financial does not disclose personal information to third parties, except in the course of business in the execution of the specific services you have requested. We may only disclose personal information to companies that help us process or service these transactions, such as insurance companies and/or financial institutions in the case of premium financing. Most of the information we collect is obtained directly from you or your representatives when applying for our products or services. For insurance products, we may be required to collect information pertaining to the prospective insured's health. We only collect medical information in connection with underwriting insurance policies or as may be necessary for claim settlement purposes. Pfleger Financial protects the confidentiality and security of your personal information. We restrict access to personal information to employees and agents who have a need for such information for business purposes only. Every employee is trained and required to safeguard such information. We maintain physical, electronic, and procedural safeguards to guard your personal information and update those procedures on a regular basis.
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.
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