Effective Date: January 2026
At Wynnewood Planning, we are committed to protecting the privacy and confidentiality of the information entrusted to us. This Privacy Policy explains how we collect, use, store, and protect information received through our website and in the course of providing insurance, employee benefits, retirement, and financial planning services.
We may collect information that you voluntarily provide, including:
We may also collect limited technical information regarding website usage, including browser type, device information, IP address, and website activity to help improve website performance and user experience.
Information collected by Wynnewood Planning may be used to:
We collect and use only the information reasonably necessary to provide requested services.
Wynnewood Planning does not sell, rent, or trade personal information.
Information may be shared with insurance carriers, financial institutions, service providers, or other professional partners when necessary to provide requested services, process applications, facilitate transactions, or comply with legal and regulatory requirements.
Wynnewood Planning maintains reasonable administrative and technical safeguards designed to protect confidential information from unauthorized access, disclosure, alteration, or misuse.
Access to sensitive information is limited to authorized individuals who require access in order to provide services and fulfill business responsibilities.
When evaluating employee benefit opportunities, Wynnewood Planning may receive census or workforce information from employers. We encourage employers to review and anonymize information where appropriate before sharing data.
Information received is used solely for the purpose of evaluating benefit opportunities, preparing recommendations, and supporting the requested engagement.
If an engagement does not proceed and there is no legal or regulatory requirement to retain the information, electronic copies of employer-provided census data may be deleted upon request.
Information is retained only for as long as necessary to provide services, maintain business records, satisfy legal or regulatory requirements, or fulfill legitimate business purposes.
Wynnewood Planning may utilize third-party service providers and technology platforms to support business operations, including scheduling, communications, document storage, website hosting, and analytics. These providers maintain their own privacy and security practices and policies.
Wynnewood Planning may update this Privacy Policy periodically to reflect changes in business practices, technology, legal requirements, or services offered. Any updates will be posted on this page with a revised effective
If you have questions regarding this Privacy Policy or our information handling practices, please contact:
Wynnewood Planning, Corp.
914.552.0502
Hugh@wynnplann.com
178 Myrtle Blvd, Suite 106
Larchmont, NY 10538