Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law allows financial companies to share nonpublic personal information necessary for processing or administering a financial transaction requested or authorized by a consumer. In addition, federal law allows information sharing for purposes of preventing fraud, responding to judicial process or a subpoena, or complying with federal, state, or local laws. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

All financial companies need to share client personal information to run their everyday business. In the section below, we list the reasons financial companies can share their client’s personal information; the reasons SIM chooses to share; and whether you can limit this sharing.

Ad Opt-In Terms of Acceptance for Calls and Texts
By opting into our communications, you agree to the following terms:
Consent to Communications: You hereby consent to receive communication from our company through emails, autodialed and/or pre-recorded telemarketing calls, AI calls, and text messages (including SMS and MMS) from or on behalf of Secure Income Management and our affiliated partners at the telephone number provided, including your wireless number, if applicable. You understand that consent is not a condition of purchase.
Frequency of Messages: You acknowledge that the frequency of messages from Secure Income Management may vary. Standard message and data rates may apply to text messages.
Third-Party Communication: You agree that Secure Income Management and its trusted partners may contact you for marketing, promotional, and other purposes related to the services or products you have expressed interest in or that we believe may be of interest to you.
Opt-Out Option: You understand that you can withdraw your consent at any time by replying STOP to any text message or by contacting us at Secure Income Management.

For assistance, you can reply HELP
Privacy Policy: Your information will be used in accordance with our Privacy Policy, which explains how we collect, use, and protect your data, as well as how we share it with trusted third parties. Please review our Webinar and Seminar Privacy Policy on this same page for more information.
Changes to Terms: We reserve the right to amend these terms at any time. Your continued participation in our communications program following any changes signifies your acceptance of those changes.

Secure Income Management, LLC

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

Client non-public personal information is collected by SIM in the course of conducting business. This information may be collected from multiple sources. These sources include, but are not limited to, the collection of your information during the performance of our business operations and services, from your accounts and transactions, from applications and other forms, when processing business on your behalf, during electronic, telephone, written, and verbal communications and/or communications with you and with your authorized representatives (such as your attorney, accountant, or any other third party representative you have authorized), and from other personal information that you provide.

Federal law gives you the right to limit only

• Sharing for non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

State laws and individual companies may gYour choices will apply to everyone on the account.

Secure Income Management operates as a DBA (Doing Business As) of Secure Investment Management. All services provided by SIM are managed and executed under the legal entity Secure Investment Management. 

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

A formal agreement between non-affiliated financial companies that together market financial products or services to you.