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Privacy Policy

Our Beliefs

Bentley Asset Group, LLC and Bentley Life Settlement Group, LLC believe that we owe a duty to you, our clients, to keep any discussions, negotiations and transactions that take place between us strictly confidential. This philosophy extends to any information that we obtain about you, regardless of whether that information comes from you or from other sources. The same duty applies regardless of the nature of the information, whether it be as simple as your name and address or as personal as your social security number, date of birth, health conditions or financial history. We at the Bentley Companies recognize and understand the importance of protecting the privileged nature of our client relationships. Unless you authorize us to do otherwise, we will keep strictly confidential the details of all transactions entered into between us. To follow through on our company philosophy in this regard, we have instituted a company-wide policy which is designed to ensure that the proper procedures are in place to protect each item of your confidential information that we obtain about you. The specifics of this policy are outlined below.

Safety and Security

This web site takes every precaution to protect our users' information. When you submit sensitive information via the web site, that information is protected both on-line and off-line. All of our users' information is restricted within our own offices. Only employees who need access to the information to perform a specific function (e.g., a customer service representative) are granted access to personally identifiable information. All employees are kept up-to-date on our security and privacy practices. When new policies are instituted, our employees are trained and notified to the fullest extent about the details of the new policy, and what they must do to ensure that our clients' information is protected. Our employees are regularly reminded about the importance of living up to the companies' commitment to the protection of our clients' sensitive information.

We also maintain physical, electronic and procedural safeguards to guard your nonpublic personal information against unauthorized access or use. Any and all information submitted by you is disclosed only to necessary users (with your permission) and is transmitted to them in the form of a PDF document which is not subject to alteration or modification by such users.

From time to time we may change our Privacy Policy. If our practices in this area change, we will post any amendments or modifications to the policy at our website at www.bentleyassetgroup.com. We reserve the right to change this policy at any time.

The Nature of the Information We Collect

We obtain information about you, our clients, directly from you, submitted in the form of applications, contracts, documents and forms completed and/ or signed by you, or in telephone conversations with you. From time to time, and only when necessary for the processing of your transaction, we may obtain additional information about you, or, with your authorization, about others who may have an interest in your insurance polices or annuity contracts. Such additional information may be obtained from additional sources, including insurance companies, insurance producers, health care providers, credit reporting agencies and your representatives or advisors. We may also obtain information from public records and, with your authorization, from other persons.

We may obtain some or all of the following types of nonpublic personal information about our clients:

  • Personal information, such as social security number, driver's license number, occupation and employer;
  • Financial information, such as assets, income, credit history, banking information and account numbers;
  • Legal information, such as judgments, liens, bankruptcies, divorces, probate and other civil and criminal court proceedings;
  • Other identifying information, such as birth date, telephone and fax numbers, email addresses, street addresses, box numbers and other mailing addresses;
  • Insurance or annuity policy information, including the policy terms, conditions and limits, the named beneficiaries, premiums and payment history; and
  • Medical information, including current health status and prior health treatments.

How we Use the Information we Collect

Bentley Asset Group, LLC and Bentley Life Settlement Group, LLC will not share, rent, trade, disseminate or distribute in any way your personal information unless you provide explicit permission for us to do so. However, we will disclose our clients' information if we are required by law to do so. Additionally, with your authorization, we will disclose nonpublic personal health information to our affiliates and non-affiliated companies that provide services for us related to a transaction requested by you. With your authorization, we will disclose nonpublic personal health information to entities that provide us with financing or financial support for transactions requested by you. Additionally, as permitted by law and with your authorization, we may disclose your health information to allow our authorized representatives to contact you for the purposes of obtaining details about your current health status, but only in connection with a transaction requested by you.

As permitted by law or with your authorization, we will share your nonpublic personal financial information with our affiliates and non-affiliated companies that provide services for us related to a transaction requested by you and under the following additional circumstances:

  • To establish or exercise our legal rights or to defend against legal claims;
  • In connection with a proposed or actual sale, merger, transfer, exchange or consolidation of Bentley Asset Group, LLC and/ or Bentley Life Settlement Group, LLC or any portion of our business;
  • To secure services and advice from our attorneys, accountants and auditors; and


We may also disclose our clients' nonpublic personal financial information for other purposes or to other persons with authorization or otherwise as required by law.

Your Consent

By using our web site, you are consenting to the collection, storage and dissemination of data as described above. We will post any changes to our privacy policy on this page so that you can readily review our most current policy. When you correspond with the Bentley companies online, we will ask you for information about how to contact you. If necessary, we will use your contact information to reach you for help in completing an application and/ or consummating a transaction. Any information that is mandatory will be marked clearly, and you will remain in control of any other optional information.

Maintaining the accuracy of your information is a shared responsibility. We maintain the integrity of the information you provide us and we will update your records when you notify us of a change. Please contact us at the following address and/ or phone number when it becomes necessary to report to us changes in information concerning you and/ or your transaction:

Bentley Asset Group, LLC
276 Fifth Avenue, Suite 902
New York, NY 10001
(212) 922-9696

Please note that the Bentley companies are unable to control the content of sites linking to or from our site. We can not make representations regarding, and we are not responsible for the content of those websites or for their individual privacy policies. We encourage our users to be aware when they leave our site and to read the privacy statements of each and every website that collects personally identifiable information.

The privacy policy of the Bentley companies applies only to information collected by this website. Please be aware that any disclosure of personally identifiable information online through message boards, chat rooms, forums, etc. makes the information public and such disclosure may increase your chances of receiving unsolicited email. Please be careful and use discretion when disclosing information online.

Please contact us at any time if you should have any questions whatsoever about our policy, and thank you for doing business with the Bentley companies.

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