Privacy Agreement

Our Privacy Promise:

  • We do not sell information about you
  • We do not share information about you for marketing purposes
  • We use your personal information only to help transact the business you have with us

Privacy Notice To Our Customers

As our customer, you trust us to help you achieve financial success and security.  We provide this notice because you have a right to know how we protect the privacy of the personal information you share with us.  Your knowledge of our privacy principle and practices will confirm the trust you have placed in us.

What Personal Information We Collect

  • The types of information provided on an application or other form (for example, name, address, social security number, or income).
  • Information we get from other sources such as credit reporting agencies and information to verify employment or income.
  • Information about your business and history with us.
  • Medical or health information you permit us to receive from doctors or other health care providers. 

Most of the personal information we collect is obtained from you.  We collect personal information needed only to service and administer your business with us.

How We Use And Disclose Your Information

The main use of your information is to confirm your identity in the course of business that we perform at your request.  We also use your information to underwrite policies or contracts, process claims, and service your accounts with us. 

Information may be disclosed to other entities that provide business services to us related to our transactions with you.  This includes administrative, claims, or audit services.  Examples are your agent, broker, or a reinsurance company.

If necessary, we disclose information when required by law.  We may also disclose certain information to other entities to help us report or prevent fraud.  Examples are reports to a regulatory or law enforcement agency. 

What Medical And Health Information we Collect

We may receive medical or health information about you.  This may be on an application for insurance, when we process a claim, or as approved by you in writing.  We do not share that medical or health information with unrelated companies, except as needed to process your transactions.  This may be necessary to provide services that you have requested related to your insurance coverage or investment objectives. 

How We Protect The Security Of Your Information

We have policies in place to maintain physical, electronic, and procedural safeguards to protect confidentiality of your personal information.  Access to personal information is available only to those people who need to know it in order to service your business. 

Should your relationship with us end, we will continue to follow the privacy policies described in this notice to the extent that we retain information about you.  If we no longer need to retain that information, we will dispose of it in a secure manner. 

If You Need Anything 

It is not necessary for you to take any action.  This is because we do not share your information except to service the business you have requested from us.  You do not need to “op-out” or “opt-in” as you may have done with other financial companies.

If you have any questions regarding Brittain & Associates, Inc.’s privacy promise, please call toll free at (800) 323- 1591

Please have a copy of your policy or contract available when you call so we may provide you with the best service. 

Brittain & Associates, Inc. will send you a copy of our privacy promise upon request.