Information We Collect
Worth Winning, LLC, collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information Worth Winning, LLC, collects may include:
Information Worth Winning, LLC, receives from you on forms (such as name, address, Social Security number, profile documents, assets and income);
Information you provide Worth Winning, LLC, directly about your personal finances or personal circumstances or which Worth Winning, LLC, may receive from brokerage statements or other information you authorize Worth Winning, LLC, to receive.
Information Disclosed In Administering Products and Services
Worth Winning, LLC, will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. Worth Winning, LLC, does not sell any personal information about you to any third party. Worth Winning, LLC, will not disclose personal information without your authorization, except as required or permitted by law.
Procedures to Protect Confidentiality and Security of Your Personal Information
Worth Winning, LLC, has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, Worth Winning, LLC, maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.