Bensure is an educational service only. We do not provide legal, financial, or investment advice. This Privacy Policy explains how we collect, use, and protect the information you share with us when reaching out for guidance on beneficiary designations.
Information We Collect
When you contact Bensure or complete our intake form, we may collect the following types of information:
- Your name and contact information — email address and phone number
- General information about the types of retirement accounts you hold (e.g. IRA, 401(k), 403(b)) and the institutions that hold them
- Recent life events that may be relevant to your beneficiary designations (e.g. marriage, divorce, job change)
- Your general marital status
- Any additional context you voluntarily share with our team
We do not collect and you should never share with us account numbers, Social Security numbers, passwords, login credentials, or specific account balances.
How We Use Your Information
The information you share with Bensure is used solely to:
- Understand your general situation so our team can provide appropriate educational guidance
- Respond to your inquiry and follow up with relevant information
- Help connect you with the right resources, processes, or next steps
- Improve our service and communications over time
We do not use your information to make financial recommendations, provide legal advice, or make decisions on your behalf.
How We Protect Your Information
We take the privacy of your information seriously. Information shared with Bensure is:
- Accessible only to Bensure team members who need it to assist you
- Never sold, rented, or shared with third parties for marketing purposes
- Stored securely and handled with care
- Retained only as long as necessary to provide our service to you
Information We Do Not Collect
To be clear about what Bensure does not ask for or store:
- Social Security numbers or government ID numbers
- Account numbers or financial account credentials
- Specific account balances or investment holdings
- Passwords or login information of any kind
If anyone representing Bensure asks you for any of the above, do not provide it and contact us immediately at info@bensure.co.
Sharing of Information
Bensure does not sell, trade, or transfer your personal information to outside parties. We may share general, non-identifying information for the purpose of improving our service or communicating about the beneficiary designation landscape broadly.
We may be required to disclose information if required by law or in response to valid legal process.
Your Rights
You have the right to:
- Request a copy of the information we hold about you
- Ask us to correct or update any inaccurate information
- Request that we delete your information at any time
- Opt out of any follow up communications from our team
To exercise any of these rights simply contact us at info@bensure.co and we will respond promptly.
Cookies and Website Data
Our website (bensure.co) may collect standard anonymous usage data such as page visits and general traffic patterns. We do not use tracking cookies for advertising purposes and do not sell website visitor data to any third party.
Changes to This Policy
We may update this Privacy Policy from time to time as our service evolves. Any changes will be posted on this page with an updated date. We encourage you to review this page periodically.
Educational Service Disclaimer
Bensure is an educational and guidance service only. Nothing we communicate — whether through this website, our intake form, email correspondence, or conversations with our team — constitutes legal, financial, tax, or investment advice. Our role is to help you understand beneficiary designation concepts and processes and to support you in taking your own informed action.
Always consult a qualified attorney, financial advisor, or your plan administrator for advice specific to your personal situation.