PHONE 800-258-3190
Rev. 11/19

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 insurance claim history
  • Medical information and employment information
  • Income and retirement assets
When you are no longer our customer, we continue to share your information as described in this notice.
How? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Associated Financial Group chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information Does Associated
Financial Group share?
Can you limit
this sharing?
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 Yes No
For our marketing purposes – to offer our products and services to you Yes No
For joint marketing with other financial companies Yes No
For our affiliates' everyday business purposes – information about your transactions and experiences Yes No
For our affiliates' everyday business purposes – information about your creditworthiness No We don't share
For our affiliates to market to you No We don't share
For nonaffiliates to market to you No We don't share

Questions? Call 800-258-3129 or go to our Contact page.

Who we are
Who is providing this notice? Associated Financial Group, LLC

What we do
How does Associated Financial Group protect my 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 does Associated Financial Group collect my personal information? We collect your personal information, for example, when you
  • Apply for insurance or give us your contact information
  • Pay insurance premiums or file an insurance claim
  • Tell us about your investment or retirement portfolio
We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.
Why can’t I 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
  • Sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.

Affiliates Companies related by common ownership or control. They can be financial and nonfinancial companies.
  • Our affiliates include companies with an Associated name, such as Associated Banc-Corp, Associated Bank, N.A., Associated Investment Services, Inc., and Associated Trust Company, N.A.; financial companies such as Kellogg Asset Management, LLC
Nonaffiliates Companies not related by common ownership or control. They can be financial and nonfinancial companies.
  • Associated Financial Group does not share with nonaffiliates so they can market to you
Joint marketing A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
  • Our joint marketing partners include credit card companies, investment firms and insurance companies

Associated Privacy Policy | LPL Privacy Policy | Terms of Use | Member Associated Banc-Corp © 2020 Associated Banc-Corp All Rights Reserved. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPIC. Associated Financial Group and LPL Financial are separate entities.


Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC. Some insurance products offered through LPL Financial or its licensed affiliates. Associated Financial Group, LLC (“AFG”), Associated Bank, N.A. (“AB”) and Associated Banc-Corp (“AB-C”) are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, FL, IL, IN, KS, MI, MN, MO, NC, ND, OH, and WI

Insurance products are offered by licensed agents of AFG. AFG is a wholly-owned subsidiary of Associated Bank, N.A. (“AB“). AB is a wholly-owned subsidiary of Associated Banc-Corp (“AB-C“). AB-C and its subsidiaries do not provide tax, legal, or accounting advice. Please consult with your tax, legal, or accounting advisors regarding your individual situation. AFG‘s standard of care and legal duty to the insured in providing insurance products and services is to follow the instructions of the insured, in good faith.