Every customer’s needs are unique and, in order to ensure that we are providing the right advice for you, we want to understand your particular situation. We ask for sensitive information during the account opening and application process because we are opening your account or completing your annuity application in real-time. We ask all of the necessary questions up front so that we can provide our customers to streamline the process and avoid the lengthy back and forth that sometimes happens with traditional financial companies and insurers.
Most importantly, your personal information helps us prevent fraud and verify your identity. Rest assured, all of the information you've shared with us is stored securely and will never be sold to third parties.