Privacy Policy

Sentinel Benefits & Financial Group (“SBFG”) and its family of companies are committed to maintaining the trust and confidence of our customers.  Your personal and financial data is private information and protecting your privacy is our priority.  In compliance with firm and federal privacy regulations, Sentinel Benefits & Financial Group is required to provide you with an annual notice informing you of your rights as a customer/consumer and our obligations as it relates to federal privacy laws to protect information you provide to us.

Information Sentinel Benefits & Financial Group Collects

In order to provide you with individualized service, we collect certain public and nonpublic personal information about you that you provide on applications or other forms, whether in writing, in person, by telephone, electronically or by any other means, as well as information about your account.   This personal information, not available publicly, may come from the following sources of information which you may have provided us:

  • Name and Address 
  • Social Security Number and/or Taxpayer Identification Number
  • Phone Number
  • Date of Birth
  • Assets
  • Income
  • Account Balance(s)  Investment Activity
  • Accounts at Other Institutions

We collect this data in hopes that we may continue to offer you the products and services you need to help meet your investment objectives and to effect, administer or enforce transactions you authorize. We do not sell your information to anyone.

Information We Disclose

We do not disclose any nonpublic personal information about you to anyone, except as permitted by law. We do not sell any nonpublic personal information to anyone. We may disclose the information we collect, as described above, to companies that perform services on behalf of your employer such as accountants or lawyers. If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.

Sentinel Benefits & Financial Group will safeguard personal information you provide

You may rely on us to protect the personal and private information you have entrusted to us.  Every precaution, in accordance with federal laws and regulations, is used to limit access to personal information about you to those employees who assist us in providing products and services to meet your needs.  SBFG maintains internal physical, electronic, and procedural safeguards to protect personal information about you.   

Sentinel Benefits & Financial Group limits the sharing of information

To protect your privacy, we limit the information we share both within and outside SBFG.  We conduct our business with great respect for the confidential nature of the information being provided.  We will not share information about you, unless authorized by you, except as outlined below.

Sharing information within Sentinel Benefits & Financial Group

The sharing of information within SBFG allows us to provide you with complete and superior service.  We may share with SBFG companies the information described above in the section captioned “Information Sentinel Benefits & Financial Group Collects.”  This includes information about your transactions or experiences with us, information you supply on your account applications, and information we receive from third parties.

You have the right to instruct us not to share certain information (other than information about our transactions and experiences with you) from your account applications or information we receive from third parties among affiliated financial service companies.  If you do not want us to disclose this information about you, please call us at: 888-880-1330.  Your request not to share this information will apply to all of your accounts with us, including any new accounts you open after your original request.

Sentinel Benefits & Financial Group shares information with companies who help provide service to you

SBFG may share the information described under the section “Information Sentinel Benefits & Financial Group Collects” with companies external to SBFG to complete a transaction you have requested or to help us service your account.  

 Sharing information in other situations

SBFG may share the information described under the section captioned “Information Sentinel Benefits & Financial Group  Collects” when we are permitted or required by law.  Examples include responding to a subpoena, conducting a fraud investigation, or reporting to a credit bureau.  We may also share this information when authorized by you. 

An ongoing commitment to your privacy

We are just as committed to protecting the privacy of our former customers as we are our current customers.  If you choose to close your account or become an inactive customer, you will continue to be protected by the privacy guidelines and principles described in this policy.

Thank you

At Sentinel Benefits & Financial Group, your business is important to us, and we promise to do our best to safeguard your financial assets and personal and financial information.  If at any time we can help you further, please call us at  888-880-1330 or write to us at Sentinel Benefits & Financial Group, 55 Walkers Brook Drive, Ste. 100, Reading, MA  01867.