We understand that you care about how your information is shared and used, and we appreciate the trust you place with us. At the core of our commitment to protect the people that matter most in your life, is a commitment to protect your privacy in all situations. Our policies and procedures are designed to protect your personal information. This statement describes our commitment to your privacy.

We protect your information. We maintain physical, electronic and procedural safeguards to protect your nonpublic personal information. We restrict employee access to nonpublic personal information about you on an as-needed basis.

We collect relevant information necessary to administer the program or service you have requested and to enhance your experience.

We limit the release of information. We do not sell customer information. We share information only when necessary to administer the programs and services we provide, when required by law, or when we partner with sponsoring organizations or strategic partners that we believe would be of benefit to you.

We require strict privacy protections in our business relationships. We engage in ventures only with organizations and strategic partners that follow strict confidentiality requirements and offer products designed to improve the economic well-being of our customers. When information is released, it is subject to strict privacy protection requirements.


Social Security numbers are classified as “Confidential” information under our Information Handling Procedure. As such, Social Security numbers may only be accessed by and disclosed when there is a legitimate business “need to know” in accordance with applicable laws and regulations. Social Security numbers, whether in paper or electronic form, are subject to physical, electronic and procedural safeguards, and must be stored, transmitted, and disposed of in accordance with the provisions of the Information Handling Procedure applicable to Confidential information. These restrictions apply to all Social Security numbers collected or retained by us in connection with customer, employee, or other relationships.


We are committed to protecting your personal privacy as you visit this website. As a visitor to our site, you have the right to understand our privacy and security practices prior to providing the companies of CUNA Mutual Group (the organizations that are affiliated with CPI Qualified Plan Consultants, Inc.) with personal information.


The information we collect varies depending on the type of activity you are performing and helps us personalize and continually improve your experience. Much of our website can be accessed without providing any personal information. On all pages that collect personal information, we specifically indicate what information is required in order to provide you with the program or service you have requested.

Online Applications and Enrollment Forms
When you apply online for programs or services, we may need to collect personal information in order to complete your request. The personal information we collect varies depending upon the program or service for which you apply. Examples of information we may collect include information such as your name, address, date of birth, gender, employment and financial information, address, e-mail address, Social Security number, beneficiary information, etc. Information we capture through applications or enrollments is securely transferred to the corresponding business area for completion and is not distributed to third parties.

When you visit our site, we gather information including page requests (URL requests), time of your visit, operating system, web browser software, and any cookies which were set during a previous visit to our site. This information is collected to improve your overall experience. We also use the information to track site usage and compile statistics. This helps us improve the site so that you will find it more useful and informative.

Financial Calculators
We offer online financial management calculators to assist you in your personal financial analysis and planning efforts. The information necessary to perform the calculations includes personal financial information; however, this information does not include personal identifiers to link the information to your identity. The information you enter is not stored or retained by us. The information is used only in the aggregate and cannot be tracked back to the individual.


Information collected through this website may be used to:

  • Improve the quality of your visits to our site, and your overall experience
  • Respond to your questions or suggestions
  • Fulfill your online application or enrollment requests


We limit the release of information, and we do not sell customer information. We will share information only when necessary to administer the programs and services we provide, when we partner with clients or strategic partners to offer you a broader array of products and services, or when required by law. We require strict privacy protections in our business relationships.


We enable you to have control over the accuracy of your personal account information. You can delete or change your personal account information at any time by contacting us via a method described under "Contact Us" below.


A cookie is a file containing data that a website can send to your browser, which is then stored on your system. A cookie is useful for having the browser remember specific information across several pages or between visits to a website. We do not store any sensitive information within your cookie. Also, our site does not read any information stored in cookies given to you from other websites, except in rare cases where the other website is a provider of information or functionality within our website and that cookie is necessary to make our website function correctly.

Our website makes use of cookies for the following purposes:

  • Website administration and personalization
  • Completing your request
  • Analysis of page and website information that does not identify specific individuals

You can set your browser to notify you when you receive a cookie, giving you the chance to decide whether to accept it. Browsers may also be set up to display a warning when a cookie is used. You may even disable your browser from accepting cookies. In order to provide you with the best possible experience while visiting our website, please enable cookies within your browser. Many parts of our site do not function properly if you disable cookies.


When you leave this website and go to another linked site, we are not responsible for the content or availability of the linked site. Please be advised that if you enter into a transaction on the third party site, we do not represent either the third party or you. Further, the privacy and security policies of the linked site may differ from those practiced by us.


This Privacy Statement was last updated on 4/11/2014. We reserve the right to amend this Statement from time-to-time. Any material change to our online privacy practices will be reflected in this Website Privacy Statement.


If you have any questions concerning your privacy, please contact us at:

PO Box 1167
1809 24th Street
Great Bend, KS 67530-1167
Fax: 620.793.7463