Dynamic, 21st Century
Estate Planning w/Corporate Trustee
Strategic Partner!

Notice of Privacy Policy

ITS Alliance Partners, LLC / My LifeCard PlanTM (MLCP) recognizes all end-user client rights to privacy.  We are committed to the highest standards of data encryption technology by utilizing Turbo SSL (TM) – Secure Sockets Layer (SSL) software – to keep client database records protected and secure.  The exclusion of access to personal client records from unauthorized persons is as important to us as it is to you. IN ADDITION, we have installed advanced cyber security/penetration testing procedures and safety requirements to help maintain the integrity and permanency of client data:

  • MLCP incorporated JURINNOV cybersecurity penetration, vulnerability, and data-breach response testing services over a period of several consecutive months. JURINNOV services provided proactive, compliant, vigilant and responsive approaches to protecting and securing data by helping to balance the risks associated with the transmission, storage, processing and external access to cloud-based information. JURINNOV (post-test) tracking reports created recommended solutions, when necessary, which were then monitored in succeeding, conclusive tests. The security metrics incorporated into the MLCP platform ranked in the top 3% of all JURINNOV'S corporate clients at the conclusion of the testing series.

  • ITS/MLCP is in compliance with the safety requirements set by the Payment Card Industry's (PCI) Data Security Standards (DSS) that are designed to ensure that the processing, storing, and transmitting of credit card information is done in a safe and secure environment. For your review, we also provide public disclosure to our responses on an industry-standard Vendor Cybersecurity Questionnaire.

FURTHERMORE, in exercising the proper methods of gathering, maintaining, and using client information, we adhere to the following practices:

  • We collect, record and transfer information only as is necessary to enable our Internet service platform to provide end-user clients with the personal experience they need to help reach their respective estate planning goals.

  • Services requiring data-exchanges between affiliated parties may be necessary to analyze, edit, and submit personal data by personal advisors and legal counsel – or other appropriate sources – for the proper creation, funding, and implementation of prescribed estate plans.  However, client files will not be transferred or made available to any other organization not authorized or otherwise connected by a service and/or marketing relationship to our processing network.

  • Any networking party associated with our Internet Platform Protocol sending or receiving personal client data must agree to the terms of our Privacy Policy Notice(s) prohibiting electronic files to be used for any other reason other than to coordinate and establish end-user client estate plans.  Notwithstanding, we do not monitor related party activities beyond our data-exchange protocol requirements.

  • Through pre-arranged contractual agreements, clients and their family members (of the client's choice) may have access to personal information, through Client Consoles, electronically stored on our database, which also may be sent to us from other related sources.  In any event, all personal information will be used only to accomplish the desired end result(s) for which purchases of our services have been made.

  • As with any industry (especially those utilizing sophisticated data-exchange systems), our company and service platform may be subject to internal due diligence investigations by authorized governmental agencies.  To facilitate any such investigative requests, we have created an Attorney General Login (AGL) page.  The AGL page allows Attorney General Offices, in any state, Internet access (after provided with a secure database password) to view and analyze all pertinent client data-exchange occurrences and protocol activity between related service parties.

FAQs / Additional Information

What Other Ways Do We Use Your Information?

Any of the information we collect from you may be additionally used in one or more of the following ways:

  • To improve our website – We continually strive to improve our website offerings based on the information and feedback we receive from you.

  • To improve customer service – Your information helps us to more effectively respond to your customer service requests and support needs.

  • To process transactions – Your information, whether public or private, will not be sold, exchanged, transferred, or given to any other company for any reason whatsoever, without your consent, other than for the express purpose of delivering the purchased product or service requested.

  • To send periodic emails – The email address you provide for order processing will only be used to send you information and updates pertaining to your order and other processing events that you should know.

Do We Use Cookies?

Yes.  (Cookies are small files that a site or its service provider transfers to your computer's hard drive through your Web browser [if you allow] that enables the sites or service providers systems to recognize your browser and capture and remember certain information.)

  • We use cookies to compile aggregate data about site traffic and site interaction so that we may offer better site experiences and tools in the future.

  • We may contract with third-party service providers to assist us in better understanding our site visitors.

  • Such service providers are not permitted to use the information collected on our behalf except to help us conduct and improve our business.

Do We Disclose Information to Outside Parties?

We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information.  This does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential.  We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect ours or others rights, property, or safety.  However, non-personally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.

Do We Use Third Party Links?

Occasionally, at our discretion, we may include or offer third party products or services on our website.  These third party sites have separate and independent privacy policies.  We therefore have no responsibility or liability for the content and activities of these linked sites.  Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these sites.

California Online Privacy Protection Act Compliance

Because we value your privacy we have taken the necessary precautions to be in compliance with the California Online Privacy Protection Act (OPPA).  We therefore will not distribute your personal information to outside parties without your consent.

Children's Online Privacy Protection Act Compliance

We are in compliance with the requirements of the Children's Online Privacy Protection Act (COPPA) as we do not knowingly collect any information from any minor.  Our website, products and services are all directed to people who are of eighteen (18) years of age or older.

Concerning Your Consent

By using our site, you consent to our online privacy policy.

Changes to Our Privacy Policy

If we decide to change our privacy policy, we will post those changes on this page.  This Privacy Policy Notice was last modified on April 20, 2018.

How to Contact Us

If there are any questions regarding this privacy policy you may contact us at:

ITS Alliance Partners, LLC
7373 E. Doubletree Ranch Rd.
Scottsdale, Arizona 85258


Privacy Notice
See what the principal of
a nationally recognized
law firm has to say –
"I have worked with Gary [Loftsgard] (ITS President) for several years, and can say that my experience with him and his team have been exceptional!  From the quality of the work to the professionalism of the staff and web-based interface the work is second to none.  My clients rely on me to provide superior service and I rely on Gary.  Thank you Gary, keep up the fantastic work!"

Attorney Douglass Lodmell, LLM
Lodmell & Lodmell, PC (Arizona)
Author / "Lawsuit Lottery"

From a CEO of a practice
management company
for Urgent Care Centers –
"I believe that your online (MLCP) service could be of significant value to a patient in a real-life emergency situation.
Time seems to fly in an emergency room where the staff can often spend valuable time trying to locate the patient's family and/or to verify applicable documentation such as a Medical Health Care Power.  During that time, the patient's condition may deteriorate significantly, which can turn a sub-acute situation into an acute emergency.  My LifeCard Plan is providing a valuable service in the best interests of these patients by offering physicians secured-access availability of online Health Care Directives at the touch of a computer key."

Dr. David E. Stern, CEO
Practice Velocity

From an attorney in the
Integrated Trust Systems
Network Registry –
"The professionalism dem- onstrated by Gary Loftsgard and his team are second to none, and the documents produced by the ITS system are extremely comprehen- sive & of very high quality."

Attorney John Crawford
(Florida and Georgia)
Board Certified-Taxation
Florida State Bar