We believe that our client relationships are built on trust. We respect your privacy and the confidential nature of some of the information collected when applying for insurance.

During the inquiry and application process, it is necessary for us to gather certain facts about you. This information is gathered for our purposes only and is not sold to any third parties.

We may disclose this information to insurance companies, investment companies, and securities brokers/dealers who represent and service you. This disclosure is only to the extent permitted by law.

Your medical history and health information is disclosed only to those parties who underwrite or administer your policy, as permitted by law or authorized by you.

If you have any questions or concerns about our privacy policy and the confidential nature of your information, please contact us at (800) 344-7040.