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Preferred Planning Associates Inc. | MyPreferredPlan.com

Last Updated: June 2013


Welcome to MyPreferredPlan.com (the “Site”). This website privacy policy (“Policy”) describes how MyPreferredPlan.com and its subsidiaries (“We”, “we”, or “Preferred Planning Associates”) may use and disclose personally identifiable information that we may collect about you through the Site (“Personal Information”).

Collections and Uses of Personal Information

When you use or register with the Site, we may ask for certain Personal Information. The categories of Personal Information we may request include your name, contact information (email, address and phone number). Depending on the nature of your inquiry or activities on the Site, we may also ask for other personal and financial details, educational history, your occupational history, and other information.
We use Personal Information and other data collected through the Site to register you with the Site, to provide you with information regarding financial planning opportunities and other related information, and to otherwise provide you with requested information or services. We may also from time to time use your Personal Information to send you automated email messages or marketing materials regarding our services, including employment information. You may opt out of receiving such marketing email messages by sending a message to the email address below.

Disclosures of Personal Information

MyPreferredPlan.com will not sell your personal information with any 3rd party for commercial, marketing, or data mining services. We may disclose Personal Information to third parties in the following circumstances:
We may disclose information to the extent necessary or appropriate to government agencies, advisors, and other third parties in order to comply with applicable laws, the service of legal process, or if we reasonably believe that such action is necessary to (a) comply with the law requiring such disclosure; (b) protect the rights or property of MyPreferredPlan.com or its affiliated companies; (c) prevent a crime or protect national security, or (d) protect the personal safety of the users or the public.


If you need more information regarding the Site or this Notice, please contact:

Mailing Address

700 Commerce Drive Suite 500 Oak Brook IL, 60523

Email Address

PPA@MyPreferredPlan.com