RESPONSIVENESS
PRACTICAL ADVICE
COST EFFECTIVE SOLUTIONS
PRACTICAL ADVICE
COST EFFECTIVE SOLUTIONS
We have always and will continue to protect your right to privacy.
Types of Information
In the ordinary course of business we collect, retain and use information about you to
service your account(s) and benefits. This information is known as nonpublic personal
information. We collect from you information which is necessary to perform defined
services for you, which can include, but is not contained to: names, social security
numbers, addresses, contributions, premium and claims.
Disclosure of Information
For current and former clients, we do not disclose any nonpublic personal information
obtained in the course of our business about you except as necessary to provide defined
services, as required or permitted by law. Permitted disclosures include, for instance,
providing information to our employees, and in limited situation, to unrelated third parties,
with your prior consent, who need to know that information to assist this office in providing
services to you. In all such situations, we stress the confidential nature of the information
being shared.
Protecting the Confidentiality and Security of Current and Former Client's Information
We retain records relating to professional services that we provide so we are better able to
assist you with your professional needs and, in some cases, to comply with 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 our office if you have any questions, because your privacy, our professional
ethics, and the ability to provide you with quality financial services are very important to us.
Types of Information
In the ordinary course of business we collect, retain and use information about you to
service your account(s) and benefits. This information is known as nonpublic personal
information. We collect from you information which is necessary to perform defined
services for you, which can include, but is not contained to: names, social security
numbers, addresses, contributions, premium and claims.
Disclosure of Information
For current and former clients, we do not disclose any nonpublic personal information
obtained in the course of our business about you except as necessary to provide defined
services, as required or permitted by law. Permitted disclosures include, for instance,
providing information to our employees, and in limited situation, to unrelated third parties,
with your prior consent, who need to know that information to assist this office in providing
services to you. In all such situations, we stress the confidential nature of the information
being shared.
Protecting the Confidentiality and Security of Current and Former Client's Information
We retain records relating to professional services that we provide so we are better able to
assist you with your professional needs and, in some cases, to comply with 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 our office if you have any questions, because your privacy, our professional
ethics, and the ability to provide you with quality financial services are very important to us.
