Information Collection, Use, and Sharing
We are the sole owners of the information collected on this site. We only have access to/collect information that you voluntarily give us via email or other direct contact from you. We will not sell or rent this information to anyone, and we will only share it in accordance with the terms herein.
We will use your information to respond to you, particularly regarding the reason you contacted us. We will not share your information with any third party outside of our organization excluding member firms of the Entry Point Advisor Network.
This web site contains links to other sites, such as the sites of our Member Firms. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.
Surveys & Contests
From time-to-time our site requests information via surveys or contests. Participation in these surveys or contests is completely voluntary and you may choose whether or not to participate and therefore disclose this information. Information requested may include contact information (such as name and shipping address), and demographic information (such as zip code, production level, or book of business size). Contact information will be used to notify the winners and award prizes. Survey information will be used for purposes of monitoring or improving the use and satisfaction of this site or for general marketing and subscription purposes unless otherwise opted out of.
Your Access to and Control Over Information
You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number given on our website, in some circumstances or where required by law you may simply use the provided “unsubscribe” feature to opt-out:
We work closely with our Member Firms to provide broad modular services to independent financial professionals. When contacting us, signing up for any of these services, or when working with a Business Development Advisor we may share names, or other contact information with our Member Firms in the interest of the topic(s) broached with Entry Point Advisor Network. These Member Firms are not to share this information with any third-parties and will reciprocate the confidentiality granted by Entry Point Advisor Network. No sensitive personal information will be passed to any Member Firms without prior consent, only less sensitive information such as contact information or general notes may be shared in such a manner.
We take precautions to protect your information, both from industry users such as a current firm and from unauthorized access. When you submit sensitive information such as contact information via the website, your information is protected both online and offline.
We do not collect sensitive information, such as credit cards or social security numbers on our website. Such information should be conveyed through the use of encrypted email or encrypted cloud technology. For less sensitive information that is collected on our website, that information is transmitted to us in a secure way consistent with industry standards by a third-party form provider.
While we use vetted providers to protect sensitive information transmitted online, we also protect your information offline. Only employees who need the information to perform a specific job (for example, supporting contracting, establishing new platforms, billing or general service) are granted access to personally identifiable information. The computers/servers in which we store personally identifiable information are kept in a secure environment, locked daily, and protected by firewall.