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BEACON BENEFITS, INC.’s commitment to your privacy is of paramount importance. Read the notice below to learn more about BEACON BENEFITS, INC.’s policies to maintain the confidentiality and security of nonpublic personal information.


At BEACON BENEFITS, INC. we recognize the importance of protecting clients’ privacy.   This notice applies to Beacon Benefits, Inc. and and governs data collection and usage.  Our policies to maintain confidentiality and security of nonpublic personal information are designed to help you understand what information we collect and how we use that information to serve your account.

Information We May Collect

In the normal course of business, we may collect the following types of information:

  • Information provided including name, address, social security number, date of birth, income and other financial-related information; and

  • Data about transactions, such as the types of investments and account status.

  • If you purchase services, we collect billing and credit card information.   This information is used to complete the purchase transaction.

How We Use Information We Collect

We collect and use personal information to execute the services required to clients.


We do not collect any personal information unless voluntarily provided.  Any and all nonpublic personal information we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law.


In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated there under. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, then we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.


Confidentiality and Security

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to clients. We maintain physical, electronic and procedural safeguards to protect clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.


We do not sell, rent or lease information to any third party.


If you have any questions regarding this privacy notice, please contact William Clifford at 978-468-155

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