Matrix Group Financial Service : Privacy Statement

We at Matrix Group are committed to preserving your privacy. As a policy, we seek to keep all personal and nonpublic information given to any of our companies in the strictest confidence. We do not sell or rent your information. Because we limit the sharing of your nonpublic information, no action is necessary on your part to limit such sharing. Our website may contain links to other sites; we are not responsible for the privacy practices or the content of those sites. We have, however, taken due care to be sure the companies that own the sites are trusted.

We limit access to your information by employees and other representatives to those individuals and third parties who have a business reason for knowing it as it relates to serving your needs. We maintain physical, electronic and procedural safeguards to protect this information. Privacy is an important issue. We are all concerned about protecting the details of our personal lives from access by strangers. This concern is heightened when the information involves your financial or medical situation, or any personal matters that may exist.

We will not disclose nonpublic personal information about you to any company that is not a part of our business or affiliated by contract with any of our companies except as otherwise required by law. We use the information we collect to process your insurance or securities applications, and to provide ongoing service for your policies or accounts.

In addition, your representative has access to the personal information needed to provide service to you. We may also share information with companies that provide products or perform services for your insurance and investment accounts. In addition, we may disclose information as required by insurance, securities and regulatory authorities and reporting agencies, law enforcement agencies or other governmental authorities. We will work to protect your privacy and your future.

Matrix Group Financial Service
4620 N US 31 N
Traverse City MI, 49686
Phone: (231) 938-3200
Toll Free: (800) 782-0232

Call us, real people answer the phone at (231) 938-3200. 
9:00AM-4:30 PM  Eastern Standard Time.
We are here to help!
Securities offered through Brooklight Place Securities, Inc.
1901 Butterfield Road, Suite 220
Downers Grove, Il 60515
(888) 976-0659
Member FINRA and SIPC                                                                                                                

Brooklight Place Securities, Inc. and Matrix Group are not affiliated.
Matrix Group and Matrix Surplus Agency, Inc. are agents  and insurance agencies for life and health insurance.