Privacy Policy Notice
Purpose Of This Notice - Title V of the
Gramm-Leach-Bliley Act (GLBA) and the laws of the State of
California generally
prohibits us from sharing non-public personal information
about you with a third party unless we provide you with
this notice of our privacy policies and practices describing
the
type of information that we collect about you and the categories
of persons or entities to whom that information may be
disclosed. In compliance with GLBA and California law, we are
providing
you with this document, which notifies you of the privacy
policies and practices of Buckman-Mitchell, Inc. and Buckman-Mitchell
Insurance & Financial Services, Inc.
Your Right To Know - You have the right to know what we do
with the personal and confidential information we collect about
you in the normal course of business of offering, processing,
administering and maintaining the insurance and financial products
you purchase from our agency. Because we value our relationship,
we want to assure you that we are safeguarding your important
information.
Personal Information We Collect - We collect personal information
that you provide to us on applications, other forms and in
interviews. In addition, we maintain information about your
transactions with us, such as policy coverages, premiums, and
payment history. We may obtain additional information from
third parties which may include agents, employers, other insurers,
consumer credit reporting agencies, the Department of Motor
Vehicles, or health care providers in the course of processing,
underwriting or administering your insurance policies and annuity
contracts.
Information We May Disclose To Third Parties - We may share
your non-public personal information on a confidential basis
only with authorized employees, representatives and third parties
whose services are required to assure the highest level of
service to you. We will not disclose any non-public personal
information about you or about any other customers or former
customers except as authorized by law, as described in this
Privacy Notice or as otherwise communicated to you. We will
not provide your non-public personal information to anyone
outside of our Companies except as described above. We will
notify you if we make any material change in this Privacy Notice.
We may share selected financial information about you with
our own affiliated companies in order to better serve you and
to offer you worthwhile insurance products and services.
Protection Of Your Insurance Information - Reasonable care
will be taken to keep your records current, complete and accurate.
If you see any inaccuracy in any information you receive from
our office or insurance policy information, please contact
us at the address shown below so that corrections may be made.
We will protect all information collected about you, and we
will restrict access to your non-public personal information
by maintaining physical, electronic and procedural safeguards.
Access will be restricted to only those individuals who must
use it in the performance of their job-related duties.
Our Policy Regarding Dispute Resolution - Any controversy
or claim arising out of or relating to our privacy policy,
or
breach thereof, shall be settled by arbitration in accordance
with the rules of the American Arbitration Association, and
judgment upon the reward rendered by the arbitrator(s) may
be entered in any court having jurisdiction thereof.
Reservation Of The Right To Disclose Information In
Unforeseen Circumstances - In connection with the potential sale or transfer
of its interests, Buckman-Mitchell, Inc. and Buckman-Mitchell
Insurance & Financial Services Inc., reserve the right
to sell or transfer your information (including but not limited
to your name, address, 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, product or service; (2)
agrees to be Buckman-Mitchell, Inc. and Buckman-Mitchell Insurance & Financial
Services, Inc.’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.
Explanation
of opt out right: If you do not want us to attempt to obtain
better coverage or better prices from a different
insurance company when your current policy comes up for renewal,
you may tell us now. By “opting out,” you instruct
us not to share or disclose any personal information with other
insurance companies for the purpose of obtaining renewal quotations.
If you wish to opt out complete and return the enclosed form
and return it to us. We may share information about you if
we do not hear from you within 30 days. However, you may opt-out
at any time. Just call or write us. Even if you opt-out, we
may still disclose information as allowed by law.
OPT-OUT request
forms available upon request.
Buckman-Mitchell,
Inc.
Buckman-Mitchell Financial & Insurance Services, Inc.
License #’s 0A96361 & 0011334
309 W. Main St. - Visalia, CA 93291
(559) 733-1181
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