Privacy Policy

Foresters Equity Services, Inc. (“Foresters Equity”) is dedicated to maintaining the trust and confidence of all its customers. We want you to understand how we protect your privacy and the measures we take to safeguard your personal information that we collect. 

Keeping customer information secure and private is a priority for us. We obtain personal information about you for purposes of servicing and maintaining your accounts and satisfying regulatory requirements. This information typically includes your name, address, age, social security number, occupation, income, financial resources, investment objectives, and information about accounts at other financial institutions. If you are purchasing life insurance through us we will also typically obtain information concerning your medical history, credit history and driving record.

Foresters Equity collects information about you from a variety of sources, including forms and applications, information you provide your representative, information we receive as your broker-dealer or insurance agent and, as applicable, information furnished by health care providers, clinics, insurance companies, the Medical Information Bureau, and consumer credit reporting agencies.   

Foresters Equity is committed to the protection and privacy of your personal information and, as a general matter, does not share your information with anyone except as required or permitted by law. This normally includes sharing your personal information with both affiliated and unaffiliated companies when it is necessary to process your transactions, services your accounts, or maintain your records. For example, we may share your personal information with (i) unaffiliated service providers obligated to keep the information confidential and use it only to provide the services specified by us; (ii) government or regulatory agencies and law enforcement authorities; and/or (iii) other third parties as required by law with your consent. We do not share your personal information with affiliated or unaffiliated third parties for use in the marketing of their products or services, except with your consent and as permitted by law.

Foresters Equity employs physical, electronic and procedural safeguards designed to comply with federal and state law to protect your personal information, and restricts access to personal information to those who require it to develop, support, offer and deliver the products and services we make available.   

Foresters Equity is a wholly-owned subsidiary of The Independent Order of Foresters, and is a registered broker-dealer and investment adviser. Foresters Equity is a member of the Financial Industry Regulatory Authority and the Securities Investors Protection Corporation. Foresters Equity is generally permitted by law to share with our parent company and its other subsidiaries information about our transactions and experiences with you.

If after reading this Privacy Policy you have any questions or concerns, please contact us by calling the Foresters Equity home office toll-free number at 800-350-9885 or by writing to the Chief Compliance Officer, at Foresters Equity Service, Inc., 6640 Lusk Blvd. Suite A202, San Diego, CA 92121.