Your privacy, our professional ethics, and providing you with quality financial services is very important to us.
Insurance Professionals, like all providers of personal financial services, are now required by law to inform their clients of their policy's regarding privacy of client information. Insurance professionals have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. We have always protected your right to privacy.
Types of Nonpublic Information we collect
We collect nonpublic personal information about you from the following sources:
1. Information we receive from you on applications or other forms.
2. Information obtained by us with your authorization.
2. Information we receive from a consumer reporting agency.
Parties to whom we disclose information
For current and former clients, we share nonpublic personal information with Insurance Companies when we are obtaining insurance quotes on your behalf. Otherwise we do not disclose any nonpublic personal information obtained in the course of our business except as required by law or authorized by you.
Protecting the confidentiality and security of current and former clients' information
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with Insurance Professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Please call if you have any questions.