As a client of our agency, we take this opportunity to both thank you and share the importance we attach to the privacy and confidentiality of your insurance and personal information. Title V of the Gramm-Leach-Bliley Act (GLBA) generally prohibits any financial institution 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 the GLBA, we are providing you with this document, which notifies you of the privacy policies and practices of Whitman & Whitman Insurance.
The GLBA further requires that we inform you that you have a right to prevent us from sharing nonpublic personal information about you with a non-affiliated third party for any purpose that is not specifically authorized by law. Your right to prevent us from sharing nonpublic personal information about you with a non-affiliated third party for a purpose that is not specifically authorized by law is called your right to “opt out” of such information sharing.
Whitman & Whitman Insurance gathers the necessary information to execute an insurance market search for placement of the insurance coverage or bonds your risk exposures require.
Types of nonpublic personal information we collect:
Non-affiliated third parties to whom disclosures may be made to:
Safeguarding your personal information:
We implement policies, systems and procedures to safeguard this information and protect it from alteration, misuse or loss. Your information is accessible to only those personnel that have a business need for it. We instruct our personnel about the requirements of protecting this information. We safeguard this information for both current and former customers.
Our policy regarding dispute resolution:
Reservation of the right to disclose information in unforeseen circumstances:
In connection with the potential sale or transfer of its interest, Whitman & Whitman Insurance and its affiliates (if any) reserves the rights 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 Whitman & Whitman Insurance's successor in interest with regard to the maintenance and protection of the information collected: and (3) agrees to the obligations of the privacy statement.
Changes to our Policy:
We know that you have other choices when it comes to insurance and financial services. That is why we appreciate your decision to entrust your financial service needs to us. We value you and your business, and look forward to continuing a client relationship with you.
Linda B. Whitman, President