Privacy Policy

FACTS
What does Lifeway Financial Corporation do with your personal information?

Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. 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.

What?
The types of personal information we collect and share depend on the product or service you have with us. This information can include Social Security number and income, and account balances and payment history.

How?
All financial companies need to share customers’ personal information to run their everyday business. Below we list the reasons financial companies can share their customers’ personal information, the reasons we choose to share, and whether you can limit this sharing.

Reasons we can share your personal information

For our everyday business purposes, such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus. Do we share? Yes. Can you limit this sharing? No.

For our marketing purposes, to offer our products and services to you. Do we share? No.

For joint marketing with other financial companies. Do we share? No.

For our affiliates’ everyday business purposes, information about your transactions, creditworthiness and experiences. Do we share? No.

For our affiliates to market to you. Do we share? No.

For non-affiliates to market to you. Do we share? No.

Questions?
Call (972) 378-3677.

Who we are
Who is providing this notice? Lifeway Financial Corporation.

What we do

How do we protect your personal information?
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.

How do we collect your personal information?
We collect your personal information, for example, when you open an account or deposit money, enter into an advisory contract, or tell us about your investment or retirement portfolio.

Why can’t you limit all sharing?
Federal law gives you the right to limit only sharing for affiliates’ everyday business purposes, information about your creditworthiness; affiliates from using your information to market to you; and sharing for non-affiliates to market to you. State laws and individual companies may give you additional rights to limit sharing.

What happens when you limit sharing for an account you hold jointly?
Your choices will apply to everyone on your account unless you tell us otherwise.

How do we use your mobile phone information?
We use your mobile number only to provide account-servicing messages and, if you separately opt in, educational and marketing messages from Lifeway Financial. We do not sell your mobile number, and we do not share it with affiliates or non-affiliates for their marketing. Text messaging originator opt-in data and consent will not be shared with any third parties.

Definitions

Affiliates
Companies related by common ownership or control. They can be financial and non-financial companies.

Non-affiliates
Companies not related by common ownership or control. They can be financial and non-financial companies.

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

Effective October 6, 2025.

Our full Messaging Terms and Conditions, including opt-out instructions and change notices, are published on a separate page.