Privacy Policy

The Benefit Practice collects nonpublic personal information about their clients from applications and other forms as well as from verbal and e-mail communications.

Our firm collects personal information (such as your name, address, social security number, assets and income) from our discussions with you and from documents that you may deliver to us in the course of our providing services to you. This information may be used to assist in the normal course of our business. In order to service you and assist in affecting your transaction(s), we may provide your personal information to firms that assist us in servicing your account(s) and have a need for such information, as permitted by law. Such information may also be disclosed to service providers that agree to protect the confidentiality of your information and to use the information only for the purposes for which we disclose the information to them. We may also share your information among our related entities listed above.

We also restrict access to your nonpublic personal information among our own personnel. Access is restricted to only those representatives and employees who need to know such information to provide products or services to you. Physical, electronic, and procedural safeguards that comply with federal standards are also maintained to guard your nonpublic personal information.

If you have any questions about our practices with respect to your nonpublic personal information, you may contact us by telephone or mail at the following:

The Benefit Practice
1055 Washington Boulevard
Stamford, CT 06901
(203) 517-3500

Please note that we are required to maintain your records after termination of our relationship for a minimum of 5 years to meet our regulatory obligations. Occasionally we review our files for records that are no longer required to be kept. Any documents that are discarded will be securely destroyed.