Effective date: 06/01/2021
In order to provide you with the benefits of life insurance, we need to collect certain non-public information. In fact, the more we understand about you and your needs, the better we can suggest the right policy for you. However, we are committed to maintaining the privacy of this information in accordance with the law.
The Kind of Information We Collect
When we solicit your business and you complete your insurance application form, claim form, or other required forms, we typically receive from you the following kinds of information:
date and location of birth
social security number
detailed medical information
During the course of our business relationship, we may obtain information about:
your payment history
your tax details
your investment choices
If you correspond with us or transact business through our computer websites, your browser may provide information to us as you interact with us via the internet.
When May We Disclose Your Personal Information
It is our responsibility to meet your expectations for privacy while still providing you with life insurance services and products. In order to provide our services to you, your information may be shared with other service providers.
To complete your life insurance application, we may need to provide your non-public information to affiliated and nonaffiliated persons or entities involved in the underwriting, processing, servicing, and marketing of insurance policies.
There are times when we are required by law to provide your non-public information to authorized persons or entities. Such occasions include but not limited to:
Complying with a subpoena or summons by federal, state or local authorities
Responding to judicial process
Responding to regulatory authorities
Other purposes as required by law
We will not disclose any of your non-public personal information to anyone except as permitted or required by law.
Maintaining Security of Your Private Information
We will work to ensure that your non-public personal information remains confidential and secure.
To do so, we have established the following procedures to protect against unauthorized access to your personal information:
The only persons with access to your non-public personal information are those persons who need to know about the information to underwrite, process, service, or market insurance products and services
We will keep your information physically and electronically secure.
If it comes to our attention that a piece of personal information that we possess may be
inaccurate or false we will make a reasonable effort to re-verify its accuracy and correct any error as appropriate
Your non-public, personal information is maintained by us on a confidential and secure basis. If we disclose any of your information, it will be for the reasons and under the conditions described above in this notice. We do not disclose any non-public personal information about our former clients to anyone except as permitted or required by law.
For More Information
Set Life Insurance Services