The GLB Act was enacted to provide greater protection for an individual's private information. This notice is meant to provide you with information regarding how we use your personal information and what your rights are with regard to your non-public personal information.
In order to provide you with the benefits available on our website, we need to collect certain non-public information. In fact, the more we understand about you and your needs, the better we can suggest the right financial products or services for you. However, we are committed to maintaining the privacy of this information in accordance with the law.
The Kind of Information We Collect
When you complete your insurance application form, claim form, or other forms, we typically receive from you the following kinds of information:
During the course of our business relationship, we may obtain information about:
If you correspond with us or transact business through our computer websites, your browser may provide information to us as you interact with us via the internet.
When May We Disclose Your Personal Information
It is our responsibility to meet your expectations for privacy while still providing you with the financial products or services. In order to provide our services to you, your information may be shared with other service providers.
To complete applications and forms, we may need to provide your non-public information to affiliated and nonaffiliated persons or entities involved in the underwriting, processing, servicing, and marketing of financial products and services.
There are times when we are required by law to provide your non-public information to authorized persons or entities. Such occasions include:
We will not disclose any of your non-public personal information to anyone except as permitted or required by law.
Maintaining Security of Your Private Information
We will work to ensure that your non-public personal information remains confidential and secure. To do so, we have established the following procedures to protect against unauthorized access to your personal information:
Your non-public personal information is maintained by us on a confidential and secure basis. If we disclose any of your information, it will be for the reasons and under the conditions described in this notice. We do not disclose any non-public personal information about our former clients to anyone except as permitted or required by law.
This web site is for informational purposes only. Always consult your financial advisor, attorney, or accountant before making any financial decisions. Securities offered through LifeMark Securities Corp., Member FINRA/SIPC. Investment Advisory Services offered through LifeMark Securities Corp., a Registered Investment Advisor. Moretz Wealth Management, LLC is not affiliated with LifeMark Securities Corp.. Investment products provided are not FDIC insured or bank guaranteed and may lose value. This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant.