Newsletter — Preferred Pension Planning Corporation

In the course of providing our clients with pension consulting advice, we receive significant personal financial information from our clients. If you are a client of Preferred Pension Planning Corporation, you should know that all information we receive from you isheld in confidence, and is not released to people outside the firm, except as agreed to by you, or as required under applicable law.

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, elec-tronic, and procedural safeguards that comply with our professional standards.