Privacy Policy

Trager Benefits Group LLC | Effective Date: June 15, 2026

1. Information We Collect

We may collect your name, phone number, email address, and company information when you engage with TBG representatives or contact us directly.

2. How We Use Your Information

We use your information solely to follow up on inquiries, schedule conversations and presentations, and provide information about Section 125 preventive health benefits or about professional opportunities in the wealth management industry. We do not sell your information to third parties.

3. SMS Communications

If you provide your phone number and engage with our representatives, you may receive follow-up text messages. You can opt out at any time by replying STOP. We do not share your phone number with third parties for marketing purposes.

4. Data Security

We take reasonable steps to protect your information. However, no method of transmission over the internet is 100% secure.

5. Third-Party Services

We work with service providers who help us deliver our services, including Level Five Health and their platform providers for benefit services, and communications and customer-relationship platforms. Their privacy practices govern data processed through their systems..

6. Your Rights

You may request access to, correction of, or deletion of your personal information at any time by contacting us at solomon@solomonbenefits.co.

7. Changes to This Policy

We may update this policy at any time. Updates will be posted at this URL.

8. Contact

Trager Benefits Group LLC
Solomon Trager
solomon@solomonbenefits.co
(712) 582-5359

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