Effective Date: 05/12/2026 Last Updated: 08/27/2026
Trustmark Financial Group respects your privacy. This Privacy Policy explains how we handle the personal and financial information you share with us. Read it carefully to understand our practices.
This policy covers our website, mobile applications, customer portals, and any related products. Together, we call these the “Services.” Your use of the Services means you accept the terms described below.
Trustmark Financial Group offers specialized planning services for high-net-worth individuals, families, and business owners. Our services include wealth preservation, business succession, executive benefits, premium financing, insurance planning, and philanthropic planning. Many of these services involve life insurance, annuities, and related products. Federal and state laws govern how we manage your information. The Gramm-Leach-Bliley Act (GLBA), among other regulations, sets specific rules for financial professionals like us.
We collect several categories of information. Each category serves a defined purpose tied to delivering the Services.
Your full name, date of birth, Social Security number, and government-issued ID numbers fall into this group. Contact details such as your home address, phone number, and email address are also included.
Account numbers, balances, insurance policy details, transaction history, credit scores, income, and asset information are part of this category. Tax records, estate planning documents, and employment data may also belong here.
Insurance underwriting often requires medical history, prescription records, and lifestyle details. Examples include tobacco use, hobbies, and family medical history. Authorized release forms govern how we collect this information.
Device type, browser, IP address, and operating system are examples of technical data we gather. We also track pages you visit and actions you take on the Services. Cookies and similar tools help us collect this information.
Insurance carriers, credit bureaus, identity verification services, medical information bureaus, and public records supply additional data about you. Referral sources, attorneys, accountants, and trustees may also share your information with us.
You provide most information directly when you complete applications, planning questionnaires, and forms. Automated tools gather technical data as you interact with the Services. Outside parties, such as insurance carriers, lenders, and credit reporting agencies, contribute the rest.
We use your information for the following purposes:
Sharing happens only when necessary. The categories of recipients are listed below.
Companies under common ownership with Trustmark Financial Group may receive your information. Coordinated service across our family of companies is the goal.
Underwriting an insurance policy or arranging premium financing requires sharing your information with the carrier or lender. These parties handle your data under their own privacy practices.
Outside vendors handle tasks such as data storage, customer support, document preparation, and analytics. Strict contracts limit how these partners can use your information.
Attorneys, accountants, trustees, and other professionals may receive your information when coordination of your plan requires it. Your written authorization controls these disclosures.
Government agencies sometimes request information through legal channels. We comply with valid subpoenas, court orders, and regulatory inquiries.
A merger, acquisition, financing, or sale of assets could involve transferring your information. Any successor entity must honor the terms of this Privacy Policy.
You may direct us to share your information with specific parties, such as a family member, advisor, or charity.
We do not sell your personal information to data brokers.
GLBA grants you certain rights as a financial customer. You can limit some sharing of your personal financial information with non-affiliated third parties. An annual GLBA privacy notice describes these choices in detail. Opt-out instructions appear in that notice and can also be requested at any time.
Cookies are small text files placed on your device. They help our Services work properly and remember your preferences. Some cookies analyze how visitors use the Services so we can improve them.
We use the following kinds of tracking tools:
You can control cookies through your browser settings or our cookie preference center. Disabling certain cookies may limit your ability to use parts of the Services. Our Cookie Policy provides more detail.
Strong safeguards protect your information. Encryption, access controls, employee training, multi-factor authentication, and regular security testing are part of our program. No security system can offer absolute protection. Report any suspected breach of your account to us right away.
We keep your information only as long as needed. Retention periods depend on the type of data and applicable laws. Insurance and financial planning records often require retention for seven years or longer, and some life insurance records must be kept for the life of the policy plus several years. Secure deletion or anonymization takes place once retention periods end.
You have rights regarding the information we hold about you. Specific rights depend on where you live and which products you use.
You can request a copy of the personal information we maintain about you.
Inaccurate information should be fixed. Let us know about any errors so we can update our records.
You can ask us to delete certain information. Some records must stay on file to meet legal and regulatory duties.
A portable copy of your data may be requested in a structured, commonly used format.
Marketing communications can be turned off at any time. Use the unsubscribe link in our emails or contact our Privacy Office directly.
Some browsers send “Do Not Track” signals. Our Services currently do not respond to these signals.
You can exercise your rights by contacting us using the details in Section 16. A response usually arrives within 30 days.
Residents of certain states have additional rights under their local laws.
The California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA) give you specific rights. These include the right to know, the right to delete, the right to correct, and the right to opt out of certain data uses. Sensitive personal information uses can also be limited. We do not discriminate against you for exercising these rights.
A “Shine the Light” request lets you ask about disclosures to third parties for marketing purposes. Submit such requests using our contact information.
Similar rights exist for residents of several other states. Each state’s law has its own details and timelines. Reach out to us to learn how your state’s rules apply to your account.
Nevada law lets you opt out of the sale of certain personal information. We do not sell information covered by this law. Confirmation requests are welcome any time.
A trusted person can submit privacy requests on your behalf. Proof of authorization is required before any request is processed.
Our Services are not directed to children under 13. We do not knowingly collect information from children. Any such information discovered in our systems is promptly deleted. Parents who believe a child has shared information should contact us right away.
Some planning services involve minor beneficiaries, such as children named in life insurance policies or trusts. Information about minor beneficiaries is provided by the adult policy owner or trust grantor and is handled under the same privacy standards described in this policy.
Trustmark Financial Group operates within the United States. Information you provide is transferred to and stored in the U.S. Privacy laws vary by country, and U.S. rules may differ from those in your home country. Using our Services means you accept this transfer.
Our Services may include links to outside websites and tools. Other companies run those sites and follow their own privacy practices. Read the policies of any third-party site before sharing information there.
This Privacy Policy may change over time. Material updates trigger a notice posted on our website. Significant changes may also prompt an email or letter to affected customers. Continued use of the Services means you accept the updated terms. The “Last Updated” date at the top shows when the most recent changes took effect.
Questions, concerns, or privacy requests can be sent to our Privacy Office at the following mailing address:
Trustmark Financial Group
Attn: Privacy Office
208 Glenway St., #957
Belmont, NC 28012
Email: info@trustmarkfg.com
A response typically arrives within 30 days. Some complex requests may take longer. Notification will reach you if a delay occurs.
Trustmark Financial Group operates through licensed insurance professionals and may operate through affiliated regulated entities. Applicable regulators include state insurance departments where we hold licenses and, if applicable, the SEC or state securities regulators for any investment advisory business. Complaints can also be filed with the Consumer Financial Protection Bureau (CFPB) at consumerfinance.gov or with your state attorney general.