Collection of Nonpublic Personal Information
We collect nonpublic information (financial and health) about you from some or all of the following sources:
Disclosure of Current and Former Customer Nonpublic Personal Information
We do not and will not sell your personal information to anyone.
We will not disclose our current and former customers' nonpublic personal information to affiliated or nonaffiliated third parties, except as permitted by law. To the extent permitted by law, we may disclose to either affiliated or nonaffiliated third parties all of the nonpublic personal financial information that we collect about our customers, as described above.
In general, any disclosures to affiliated or nonaffiliated parties will be for the purpose of them providing services for us so that we may more efficiently administer your policy and process the transactions and services you request.
We also share customer name and address information with unaffiliated mailers to assist in mailing of company newsletters and other policy owner communications. Our agreements with these third parties require them to use this information responsibly and limit their ability to share this information.
We do not internally or externally share nonpublic personal health information other than, as permitted by law, to process transactions or to provide services that you have requested. These transactions or services include, but are not limited to, underwriting Property & Casualty, Life, and Health insurance.
We require any organization that helps us serve our customers to meet our privacy standards.
Security to Protect the Confidentiality of Nonpublic Personal Information
We have security practices and procedures in place to prevent unauthorized access to your nonpublic personal information. Our practices of safeguarding your information help protect against the criminal use of the information. Our employees are bound by a Code of Conduct requiring that all information be kept in strict confidence, and they are subject to disciplinary action for violation of the code.
We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguardsthat comply with federal and state regulations to guard your nonpublic personal information.
We will monitor our practices to insure that our Customers' privacy is respected. We will also conduct our business in a manner that meets the privacy regulations of any state in which we do business.
please call (715) 486-9927.
O'Brien Insurance & Financial Services, LLC
243 S Central Ave Ste # 101
Marshfield, WI 54449
Toll free: 877-486-9927
Fax: (715) 486-0319