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Privacy Notice

  

DANIELS INSURANCE AGENCY, INC.

 

Privacy Policy Notice

Effective June 30, 2001

 

        Title V of the Gramm-Leach-Bliley Act (GLBA) generally prohibits any financial institution, directly or through its affiliates, from sharing nonpublic personal information about you with a non-affiliated third party unless the institution provides you with a notice of its privacy policies and practices, such as the type of information that it collects about you and the categories of persons or entities to whom it may be disclosed.  In compliance with GLBA, we are providing you with this document, which notifies you of the privacy policies and practices of Daniels Insurance Agency, Inc.

 

Our Privacy Policies and Practices

 

1.       Information we collect:

 

·         Information we receive from you on applications or other forms

·         Information about your transactions with us, our affiliates, or others

·         Information we receive from a consumer reporting agency

 

2.       Information we may disclose to third parties:

 

·         Information we receive from you on applications or other forms, such as your name, address, social security number, assets, income, and beneficiaries

·         Information about your transactions with us, our affiliates or others, such as your policy coverage and payment history

·         Information we receive from a consumer reporting agency, such as your credit worthiness and credit history

 

3.       Nonaffiliated third parties to whom disclosures may be made:

 

·         Financial service providers, such as life insurers, automobile insurers, and insurance agents

 

 

3a.   We may disclose nonpublic information about you, such as we have described above, to the following types of third  parties that perform marketing services on our behalf or with whom we have joint marketing agreements:

 

·         Insurance providers

 

4.       Our Practices regarding information confidentiality and security:

 

We restrict access to nonpublic personal information about you to those employees who need to know that information in order to provide products or services to you.  We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

 

5.       Reservation of the right to disclose information in unforeseen circumstances:

 

In connection with the potential sale or transfer of its interests, Daniels Insurance Agency, Inc. and its affiliates (if any) reserves the right to sell or transfer your information (including but not limited to your address, name, age, sex, zip code, state and country of residency and other information that you provide through other communications) to a third party entity that (1) concentrates its business in a similar practice or service, (2) agrees to be Daniels Insurance’s successor in interest with regard to the maintenance and protection of the information collected; and (3) agrees to the obligations of this privacy statement.

 

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