Privacy Policy

Privacy Statement and Policy

SBO Advocates is your partner in helping you discover your potential as a business owner. We are dedicated to providing you with the highest level of service and protecting your privacy. As technology continues to transform the way information is collected and distributed, we want to make sure you know that we have implemented a number of important practices for safeguarding the privacy and security of financial information about you.

  • We employ safeguards to protect client and member information and to prevent fraud.
  • We carefully manage information about you. By understanding your complete relationship with us, we can provide you with more personalized and efficient service.
  • We do not sell client information to other companies for marketing purposes.

How You Can Help Protect Your Privacy

  • Do not share your informationwith others.
  • When conducting business over the Internet, always use a secure browser and exit online applications as soon as you finish using them.

About This Statement

This Privacy Statement explains how SBO Advocateshandles and protects customer information. This statement applies to consumers who are customers or former customers of SBO Advocates.
We may change this statement from time to time based on our need to accurately reflect how we gather and manage customer information. All changes to this statement will be effective upon posting on

Privacy & Security Statement

How We Secure Your Assets and Protect Information about You

  • We train our employees to protect client information.
  • We continually enhance our security tools and processes.

We carefully manage all the information gathered about you as described in the following section.
How We Manage Information to Serve Your Needs

Outside of SBO Advocates:

We select very carefully the companies that provide services on our behalf, or offer you services that we do not provide. We only provide them with information that we believe is necessary to fulfill their responsibilities or to provide a service to you. These companies are prevented by legal agreement from using this information for their own purposes or selling this information to others.

SBO Advocatesdoes not sell its customers’ or potential customers’ personal information.

If you believe you may be a victim of identity theft:

Contact your bank to place holds on your accounts.
Contact the Social Security Administration’s Fraud Hotline at 800-269-0271 to report fraudulent use of your identification information.
Report the incident as quickly as possible to each of the credit reporting agencies:
Experian: 888-397-3742
Equifax: 800-525-6285
Trans Union: 800-680-7289

File a police report in your local jurisdiction and retain the report number and the name of the officer who took the report.
File a complaint with the Federal Trade Commission (FTC) by contacting the FTC’s Identity Theft Hotline: 877-IDTHEFT

How to Limit Direct Marketing from Other Companies

To limit the instances in which credit reporting agencies share your information with companies wishing to offer you pre-approved credit solicitations, you can call 888-567-8688 (the Credit Reporting Industry Pre-screening Opt Out Number), or visit To limit the marketing you receive from companies outside of SBO Advocates, you may contact the Direct Marketing Association at the addresses below and have your name removed from their contact lists. You must include your name, address, telephone number and signature with your request.

DMA Mail Preference Service
PO Box 643
Carmel, NY 10512

DMA also utilizes a website to help you get off commercial email lists. Click on the following link: DMA’a Email Preference Service or go to
You may also limit telemarketing calls from companies outside SBO Advocatesby adding your telephone number to the National Do Not Call List.
We Strive to Maintain Accurate Information

Security Standards

Protecting your personal information online is vital. We go to great lengths to see that your online information is confidential, secure, and protected from, misuse, alteration or destruction.