Privacy at The Lifeline Program® - Keeping Your Personal Information a Private Matter 

When it comes to your personal affairs, you expect a relationship built on privacy and integrity. That's why we do not sell or share client lists or any other client information with outside companies, except to the extent required by applicable law. 

This notice outlines what we do to protect your personal information and describes how you can limit the sharing of this information. We only use your personal and confidential information to the extent permitted by applicable law. 

Keeping Your Information Secure

To keep your personal information confidential and appropriately protected, we have policies that limit access to your personal information to only those employees and third parties who need it to perform their jobs and provide services to you, as permitted by applicable law. We also maintain physical, electronic, and procedural safeguards that comply with state and federal standards, which apply to us to safeguard your personal information. 

Collecting Information

We collect information you provide us on applications, forms, through our website, and in conversation; from third parties with which we do business, with your permission; and from your transactions with us. 

Sharing Information 
Only under certain circumstances, and only as permitted by law, will we disclose your personal information to unaffiliated third parties. 

Your Privacy Preferences 

We respect your right to restrict the information we disclose to those we work with in our efforts to help serve you and to facilitate viatical and life settlement transactions. You do not need to take any additional action to direct us not to share information about you for marketing purposes. Please note, though, that we still may share that information for other reasons, such as to service your existing transactions with us. 

Keeping You Informed

If our information-sharing practices change, we will send you a revised notice. You also can return to this page on our web site, to view the most current privacy notice. 

This privacy notice applies to all of the following:

Wm. Page & Associates, Inc. (d/b/a The Lifeline Program®)

Investing in Life I, Ltd.