Facts
What does Trusted Fraternal Life do with your personal information?
Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?
The types of personal information we collect and share depend on the product or service you have with us. The information we collect and the information we share can include:
When you are no longer our customer, we continue to share your information as described in this notice.
How?
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Trusted Fraternal Life chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information
Does Trusted Fraternal Life share?
Can you limit this sharing?
For our everyday business purposes - such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
Yes
No
For our marketing purposes - to offer our products and services to you
For joint marketing with other financial companies
We don't share
For our affiliates’ everyday business purposes - information about your transactions and experiences
For our affiliates’ everyday business purposes - information about your creditworthiness
For our affiliates to market to you
For nonaffiliates to market to you
Who we are
Who is providing this notice?
Trusted Fraternal Life
What we do
How does Trusted Fraternal Life protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. We restrict access to your personal information to employees, representatives, agents and third parties who have been trained to handle nonpublic personal information and who “need to know” your personal information for Trusted Fraternal Life’s business purposes.
How does Trusted Fraternal Life collect my personal information?
We collect your personal information, for example, when you
Why can’t I limit all sharing?
There are three instances, listed below, in which Federal law gives you the right to limit sharing. However, Trusted Fraternal Life does not share or sell your information for these purposes.
What other rights do I have with respect to my personal information?
Applicable law may provide you with the right to inspect the personal information we have about you and to request corrections, amendments or deletion in certain situations. Contact us for more information about these rights at (800) 927‑2547.
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies. Our affiliates are Catholic Knights Financial Services, Inc., Catholic Brokerage Services Corp., Catholic Financial Services Corp., Catholic Financial Life Foundation, Inc. and St. Jean Baptiste Educational Foundation and Conventus Now.
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies. Trusted Fraternal Life does not share with nonaffiliates so they can market to you.
Joint marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you. Trusted Fraternal Life does not have any joint marketing partners.
4844-9020-0684.3 – Effective June 2024
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