LifePlans Financial Data Breach Investigation

Turke & Strauss LLP, a leading data breach law firm, is investigating LifePlans Financial & Insurance Services, Inc., which does business as LifePlans, regarding its recent data breach. The LifePlans data breach involved sensitive personal identifiable information belonging to an undetermined number of individuals.


LifePlans is a financial services company specializing in retirement planning and wealth management. Founded in 1996, LifePlans uses a variety of investment and insurance vehicles to address clients’ financial needs, concerns, and objectives. Furthermore, LifePlans offers financial education resources and easy-to-use investment technology. Headquartered in Newport Beach, California, LifePlans employs more than 60 financial consultants in offices throughout California, Nevada, and Texas. Currently, LifePlans serves over 25,000 clients.


On April 21, 2022, Royal Alliance, a company which LifePlans’ financial advisors are registered with, discovered that LifePlans had experienced a data breach in which the sensitive personal identifiable information in its systems may have been accessed. Through its investigation, Royal Alliance determined that an unauthorized actor may have accessed this sensitive information through a LifePlans employee email account. On October 12, 2022, Royal Alliance, on behalf of LifePlans, began notifying individuals whose information may have been impacted. The type of information exposed includes:

  • Name
  • Social Security number
  • Address
  • Date of birth
  • Driver’s license number
  • Financial account number

If you received a breach notification letter from Royal Alliance or LifePlans:

We would like to speak with you about your rights and potential legal remedies in response to this data breach. Please fill out the form, below, or contact us at (608) 237-1775 or

If you were impacted by the LifePlans data breach, you may consider taking the following steps to protect your personal information.

  1. Carefully review the breach notice and retain a copy;
  2. Enroll in the free credit monitoring service provided by Royal Alliance Associates, Inc.;
  3. Change passwords and security questions for online accounts;
  4. Regularly review account statements for signs of fraud or unauthorized activity;
  5. Monitor credit reports for signs of identity theft; and
  6. Contact a credit bureau(s) to request a temporary fraud alert.

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