Privacy Policy
Last updated: September 21, 2025
Workplace Benefits (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or interact with our services.
1. Information We Collect
We collect the following types of information:
a. Information You Provide Directly
Contact details such as your name, email, phone number, and company information when you fill out forms (e.g., Request a Benefits Review, Contact Us).
Employment or company data provided during benefit or retirement plan discussions.
Any messages, inquiries, or documents you share with us.
b. Information Collected Automatically
Technical data such as IP address, browser type, operating system, and device information.
Website usage information (pages visited, time on site, referral sources) collected through cookies and analytics tools.
c. Information from Third Parties
When applicable, we may receive information from partners, such as referral sources (e.g., accountants, chambers of commerce, or business associations).
2. How We Use Your Information
We use the information collected for the following purposes:
To respond to your inquiries and provide requested services.
To design, quote, and administer group benefits and retirement plans.
To send important updates about products, legislation, or service changes.
To improve our website functionality and user experience.
For compliance with regulatory and legal requirements.
For marketing and educational communications (you may opt out at any time).
3. How We Share Information
We do not sell your personal information. We may share your information only in the following circumstances:
With service providers and carriers: To facilitate insurance and retirement plan setup and administration.
With trusted professional partners: Such as accountants, legal advisors, or consultants assisting with plan design.
For legal reasons: If required to comply with applicable laws, regulations, or legal processes.
In business transactions: In the event of a merger, acquisition, or reorganization involving Workplace Benefits.
4. Data Retention
We retain your personal information only as long as necessary to provide services, comply with legal obligations, and maintain records for business purposes.
5. Your Privacy Rights
Depending on your jurisdiction, you may have the right to:
Access and request a copy of the personal information we hold about you.
Request correction or deletion of your information.
Withdraw consent to certain uses of your data.
Opt out of marketing communications.
Depending on your jurisdiction, you may have the right to:
