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Privacy Statement
Insurance Agents, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. Insurance Agents have been, and continue to be, bound by professional standards of confidentiality.
Types of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.
Parties to Whom We Disclose Information
For current clients, we do not discuss any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to an employee, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all situations, we stress the confidential nature of information being shared, and we make every attempt to inform you of any disclosures.
Protecting the Confidentiality and Security of Current Client's 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 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, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.
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