Privacy Policy

This notice describes how information about you is handled and the steps we take to protect your privacy. Federal law gives consumers the right to limit some, but not all sharing. Federal law also requires us to tell you how we collect, share and protect your personal information. Please read carefully to understand what we do. We call this information “customer data” or just “data”.

Protecting Customer Data
We maintain physical, electronic and procedural safeguards to protect customer data. The only persons who are authorized to have access to it are those that need access in order to do their jobs. We require them to keep all data secure and confidential.

Information We Collect
We collect data you give us and data about the products and relationships you have with us, so that we can serve you. It includes, for example:

  • Your name and address
  • Income and Social Security number

We also collect data others give us about you, for example:

  • Medical information on insurance applications
  • Consumer reports from consumer reporting agencies

Sharing Data
We may share data with affiliated companies and with other companies so that they can perform services for us or on our behalf, for example, to process a transaction or maintain your account. We may, for example, disclose data to other companies for customer service or administrative purposes. We
do not disclose data for the purpose of marketing. We may disclose limited information such as, but not limited to:

  • Your name
  • Address
  • Social Security Number

Annual Notices
We will send notices at least once a year, as federal and state laws require. We reserve the right to modify this policy at any time.

*A copy of our Adv Part II is available here or upon request.

Call 614-717-9705 if you have any questions or concerns.