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Heritage Corporate Benefits, LLC recognizes the critical
nature and reasonable expectation of privacy when handling
the confidential information of our clients. Throughout our
organization we are committed to protecting the privacy and
confidentiality requirements of our clients. We place high
value on the trust that has been placed in our organization.
Our reputation for honesty, ethical business practices and
prudence assure our clients that their trust is well placed
and their interests are protected.
Heritage Corporate Benefits,
LLC will never share or sell any confidential client information
to any parties without the formal written authorization from
the client. Any information shared within our firm is done
so only in the normal course of business and as may be required
to serve the needs of the client. Every Heritage client
can expect, and shall receive, the highest level of professional
integrity in every service provided by our Company.
Heritage
Corporate Benefits, LLC does rely on client cooperation to
maintain the security of private information. Every client
should follow basic security guidelines such as not sharing
any data with unknown persons. This includes unfamiliar persons
who may contact you or contacts made through mediums such
as e-mail where verification of the contact person may be
difficult to verify. We strongly encourage our clients to
exercise due caution in providing information via telephone,
mail, e-mail or any other communications mediums in order
to avoid the misuse of information including becoming the
victim of identity theft. All private or confidential information
sent to Heritage should be clearly marked accordingly.
Any client
with concerns or questions should contact our Company immediately.
Any concerns may be directed to the office of the President
at 770.975.3621 for immediate action by our firm.
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