Legal Disclaimer

Legal Statement

Achieve Financial Group, LLC trademarks are: Plan with purpose™

Information on this website is provided “AS IS” without warranty of any kind, either express or implied, including, but not limited to, the implied warranties or merchantability, fitness for a particular purpose, or non-infringement. Some jurisdictions do not allow the exclusion of implied warranties, so the above exclusion may not apply to you. The data set forth on this website is for informational purposes only, and no warranty is made that the information is error-free. Please note that once you leave this site, either by specifying your own destination, Achieve Financial Group accepts no responsibility for the content, products and/or services, provided at these non-Achieve Financial Group sites. Achieve Financial Group does not control, endorse, promote or have any affiliation with any other website unless expressly stated on this site.

IN NO EVENT WILL ACHIEVE FINANCIAL GROUP BE LIABLE TO ANY PARTY FOR ANY DIRECT, INDIRECT, SPECIAL OR OTHER CONSEQUENTIAL DAMAGES ARISING OUT OF ANY USE OF THIS WEBSITE, OR ANY OTHER HYPER-LINKED WEBSITE, INCLUDING, WITHOUT LIMITATION, ANY LOST PROFITS, BUSINESS INTERRUPTION, LOSS OF PROGRAMS OR DATA ON YOUR EQUIPMENT, OR OTHERWISE, EVEN IF WE ARE EXPRESSLY ADVISED OF THE POSSIBILITY OR LIKELIHOOD OF SUCH DAMAGES.

Information on the website may contain inaccuracies or errors. Information may be changed or updated without notice. We have no obligation to update information presented on this website, so information contained herein may be out of date at any given time. We may also make improvements and/or changes in the products and/or programs described in this information at any time without notice.

All service marks and logos located on this site are owned by Achieve Financial Group unless otherwise indicated. All materials are Achieve Financial Group property, unless otherwise indicated. All materials are protected by United States copyright laws and all other applicable laws. Removal or reproduction, by any means, of any Materials, logo, trademark, service mark, or the name of Achieve Financial Group or its affiliates, is expressly prohibited without the prior written consent of Achieve Financial Group.

Privacy Statement

Your internet privacy concerns are important. This statement describes our practices concerning the collection, use and security of the personally identifiable information that you provide us over the internet.

Collection of Information

In some areas of our website, we may request that you provide personally identifiable information, including your name, address, e-mail address, telephone number, social security number, or policy/contract number. We limit the collection and storage of personally identifiable information to that necessary for us to administer our business, provide quality service, or offer you opportunities we think might be of interest.

Disclosure of Information

If you provide personal information to us via our website, we will not disclose that information outside of the Company except as described below.

We may disclose personal information outside of the Company with your express authorization.

We may disclose personal information to other entities that are involved in administering or providing services on our behalf. These entities may include your agent, a reinsurance company or, in the case of job applicants, a company that performs background checks. We will disclose information in compliance with applicable laws and regulations and will require the recipient to protect the information and use it only for the purpose provided.

We may disclose information if we are required to do so by law.

Cookies

Cookies are small pieces of information that websites can store on your computer. At this time this website does not use cookies.

Changes to Privacy Statement

This privacy statement is effective as of January 1, 2017. The company may change this Statement from time to time. If we decide to change our Privacy Statement, we will post changes on this website so that you will always know what information we gather, how we might use that information, and to whom we will disclose it.

This Statement is not intended to and does not create contractual or other legal rights on behalf of any party.

Business Continuity Plan

Achieve Financial Group has developed a Business Continuity Plan on how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions is unpredictable, we will be flexible in responding to actual events as they occur. With that in mind, we are providing you this information on our business continuity plan.

Contacting Us

If after a significant business disruption you cannot contact us as you usually do at (903) 596-8211 or (800) 278-8994 or at [email protected], you should call our alternative numbers, (903) 520-7579 or (214) 549-9000 or go to our website at www.achievefinancialgroup.com for further instructions. If you cannot access us through either of those means, you should contact our investment companies, or other third party that sponsors your investments or insurance products through us. Their toll-free numbers are shown on your statements you receive periodically from them. Also, if you are an employee of a group please check your Employee Benefits Group Website for contact information.

Our Business Continuity Plan

We plan to quickly recover and resume business operations after significant business disruption and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the firm’s books and records and allowing our customers to transact business. In short, our business continuity plan is designed to permit our firm to resume operations as quickly as possibly given the scope and severity of the significant business disruption.

Our business continuity plan addresses: data backup and recovery; all mission critical systems; financial and operational assessments; alternative communications with customers; employees and state and federal regulators; alternative physical location of employees; critical supplier, contractor, bank and counter-party impact; regulatory reporting; and assuring our customers’ prompt access to their client information including insurance and/or investments through our firm.

Our investment companies, or other third parties, are required to backup our important records. While every emergency situation poses unique problems based on external factors, such as time of day and the severity of the disruption, we have been advised by our investment companies, or other third parties that their objective is to restore their own operations and be able to complete existing transactions and accept new transactions and payments within a reasonable time depending on the scope of the disruption. Your requests for funds could be delayed during this period.

Varying Disruption

Significant business disruptions can vary in scope such as only our firm, the single building housing our firm, the business district where our firm is located, the city where we are located or the whole region. Within each of these areas, the severity of the disruption can also vary from minimal to severe. In a disruption to only our firm or the building housing our firm, we will transfer our operations to a site outside of the affected area, and recover and resume business within a reasonable time depending on the scope of the disruption. In either situation, we plan to continue in business, transfer operations to our investment companies or other third parties if necessary, and notify you through our website at www.achievefinancialgroup.com, or our customer emergency numbers above on how to contact us.

For More Information

If you have questions about our business continuity planning, you can contact us at (903) 596-8211 or (800) 278-8994 or [email protected]