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CUNA Mutual Group's Privacy Statement

The companies of the CUNA Mutual Group are built, and continue to grow, on more than 65 years of the trust our policyowners place in us. Trusting us to take good care of their money. To invest wisely. To remain a strong and solid partner in an ever-changing world. To keep personal information private.

Your privacy is our priority. This is our pledge to you and, as you will see from this statement of our privacy practices, we take this promise very seriously.

The companies of the CUNA Mutual Group are dedicated to support credit unions in meeting the financial needs of their members. We work closely with credit unions so that together we may provide you with competitive products and services such as insurance, annuities, and mutual funds to meet your financial goals.

We also proudly serve individuals who purchase products from CUNA Mutual Insurance Society that do not have credit union relationships. We are equally dedicated to providing well-priced, high-quality insurance, and investment products that contribute to your financial security.

Our privacy policy promises the following to our customers:

  • Your information is protected. We will maintain strong security controls to ensure that the personal information in our files and computers is protected. Where applicable, we will use security coding techniques to protect unauthorized access to personal records, ensure accuracy and integrity of communications and transactions, and protect customer confidentiality. We will permit only authorized employees who are trained in the proper handling of customer information to have access to that information.
  • Your medical information is confidential. We will not use or share, internally or with credit unions or other third parties, medical information for any purpose other than insurance underwriting or administration of a customer's policy, account or claim, as required by law, or as authorized by you.
  • We collect only relevant information necessary to provide competitive products and services.
  • We limit the release of information. We will not sell customer information to telemarketing companies. We will share information only when necessary to administer products and services we provide, when required by law, or when we partner with credit unions or strategic partners to offer a broader array of products and services.
  • We require strict privacy protections in our business relationships. We will engage in ventures only with credit unions and strategic partners that follow strict confidentiality requirements and offer products designed to enhance the economic well being of credit union members and our customers. When information is released, it will be subject to strict privacy protection requirements.

Our goal is to provide you with the best financial products and services available. By partnering with credit unions, we believe we can deliver meaningful financial products, services and information to help achieve the financial goals of members. Our commitment is to protect your privacy in all situations and to work closely with credit unions in meeting member needs.