I. IMPORTANT PRIVACY POLICY INFORMATION Planned Investment Company, Inc. considers the privacy of its customers, whether current or former, to be a matter of the utmost importance. We believe that any personal customer data provided to us should be treated with the highest level of regard for the confidentiality of personal and financial information. This Privacy Policy is being provided to customers to outline our current policy and practices with regard to how information about individual customers is collected and used. PERSONAL INFORMATION: We collect non-public personal information, such as your name, address and social security number through account information provided on forms, applications, and electronic media that you complete. We also collect information about your transactions with us and other financial institutions we have an agreement with, such as your account balance, investment history and parties to transactions. WE DO NOT SELL YOUR PERSONAL INFORMATION however, we may allow access to nonpublic personal information with companies that perform services on our behalf, such as printing and technology vendors, for the administration of our business. We require these companies to protect the confidentiality of your nonpublic personal information and to use it only for the purposes for which the disclosure is made. We do not however, share nonpublic personal information we collect about you or any of our former customers with anyone, except as required by law. EMPLOYEE ACCESS TO INFORMATION: Individual customer information is made available to those Planned Investment Company employees who need access in order to provide product information and services to you, or for duties required to perform their job. SECURITY: Planned Investment Company maintains physical and procedural safeguards that comply with Federal standards to guard customer information. For clients accessing account information via the internet or phone, Planned Investment Company does not recommend that you provide your user name or password to anyone for any reason. ACCURACY: The accuracy of your personal information is important. If you need to correct or update your personal or account information, please contact us. In some cases, a written note and supporting documentation may be necessary to facilitate your request. OUR REQUIREMENT: Planned Investment Company provides an annual “Privacy Disclosure and Information Notice” to all existing customers as required by our regulators. A copy of our Privacy Policy is available to all clients and prospective clients of Planned Investment Company at any time upon request. This letter is for informational purposes only of how Planned Investment Company handles your nonpublic personal information. You do not need to call or do anything as a result of receiving this letter. FOR MORE INFORMATION: If you have any questions or concerns about the privacy of customer information held at Planned Investment Company please contact us at 317-575-8804 or toll-free at 1-800-735-0368 Monday through Friday between the hours of 8:30AM and 5:00PM EST.