This notice is provided in accordance with applicable privacy laws and regulations concerning the protection of consumer financial information. We encourage you to review the policies and procedures we have in place to safeguard your nonpublic personal information.
INFORMATION WE COLLECT
Evergreen Preneed Solutions collects certain personally identifiable information in the normal course of providing trust-based preneed services. The information we collect helps us fulfill our responsibilities as a fiduciary and deliver tailored services to funeral professionals and their clients. This may include:
• Information you provide on applications, contracts, or other forms;
• Information about your transactions with us or related service providers;
• Information collected through cookies and other web tracking technologies;
• Information received from third parties such as trust administrators, legal representatives, or compliance evaluators.
INFORMATION WE DISCLOSE
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law. We do not sell or share your personal information with third parties for their own marketing purposes.
We may disclose your information to certain nonaffiliated third parties—such as legal, accounting, or regulatory professionals—strictly for the purposes of service delivery, regulatory compliance, or auditing. These parties are contractually obligated to maintain the confidentiality of your information and use it only for the intended purpose.
CONFIDENTIALITY AND SECURITY
We restrict access to nonpublic personal information to employees and service providers who need to know that information in order to fulfill their duties. Evergreen Preneed Solutions maintains physical, electronic, and procedural safeguards that comply with applicable laws and industry best practices to protect your personal information.