Privacy Policy

Effective Date: October 29, 2025
Last Updated By: Preeminence Financial Inc.

1. Introduction

Preeminence Financial Inc. (“Preeminence Financial,” “we,” “our,” or “us”) values your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal and financial information when you interact with our services — including tax preparation, trust and estate planning, life insurance, business and personal credit consulting, and our proprietary Preeminence CRM software.

By using our website, CRM platform, or any affiliated digital properties, you consent to the terms described in this policy.

2. Information We Collect

We may collect the following categories of information:

• Personal Information: Name, date of birth, Social Security number, driver’s license, tax identification numbers.

• Financial Information: Income, banking details, credit reports, and tax documentation provided for advisory or compliance purposes.

• Digital Information: IP address, device identifiers, cookies, and analytics data.

• Communications: Emails, text messages, chat submissions, or voice recordings related to client services or onboarding.

• Business Data: Employer identification numbers, business formation documents, and CRM-related client data uploaded to our systems.

3. How We Use Your Information

Your information is used strictly to:

• Deliver professional financial, insurance, and advisory services.

• Process tax filings, trust documentation, and insurance applications.

• Verify identity and prevent fraud or unauthorized access.

• Improve our CRM, website, and user experience.

• Communicate updates, promotions, and important service notices (with opt-out options available).

• Comply with legal, regulatory, and IRS/FINRA/State requirements.

We do not sell or rent your information to third parties. Any sharing occurs only under confidentiality agreements with trusted vendors, legal partners, or financial institutions directly assisting in your requested services.

4. Data Security

We employ multi-layered encryption, firewalls, and access controls to protect your personal data.
Access to sensitive information is restricted to authorized Preeminence Financial personnel and verified service partners operating under data protection agreements.

Despite our best efforts, no system can guarantee absolute security; however, Preeminence Financial maintains industry-standard cybersecurity practices to minimize risk.

5. Data Retention

We retain client information as long as necessary to:

• Fulfill our contractual and legal obligations, and

• Maintain compliance with IRS, insurance, and financial regulations.

After retention periods expire, data is securely destroyed or anonymized.

6. Your Rights

Depending on your jurisdiction, you may have rights to:

• Access, correct, or delete your personal information.

• Request data portability.

• Withdraw consent or restrict data processing.

Requests can be submitted via email at [email protected].

7. Third-Party Links and Integrations

Our website and CRM may include links to external services (e.g., payment processors, banking institutions, or government portals).
Preeminence Financial is not responsible for the privacy practices or security of third-party websites.

8. Children’s Privacy

We do not knowingly collect or process data from individuals under the age of 18.
If such data is identified, it will be promptly deleted.

9. Updates to This Policy

We may update this Privacy Policy periodically.
All updates will be posted with a revised “Effective Date.” Continued use of our services constitutes acceptance of any changes.

10. Contact Us

For privacy questions, data requests, or concerns:
Preeminence Financial Inc.
Attn: Compliance Department
Email: [email protected]
Phone: +1 866-335-8992
Website: www.preeminencefinancial.com