DISCLOSURE NOTICE
Moffat Insurance Agency, LLC
PRIVACY POLICY
Insurance Agencies, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. Insurance Agencies have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.
Types of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you that is provided by us by you or obtained by us with your authorization.
Parties to Whom We Disclose Information
For current and former clients, we do not disclose any nonpublic information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to non-affiliated third parties, who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.
Protecting the Confidentiality and Security of Current and Former Clients’ Information
We retain records relating to Insurance services that we provide so that we are better able to assist you with your personal or business needs, and in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic and procedural safeguards that comply with our professional standards.
Ability to Opt-Out
The privacy regulation does provide you with the ability to opt-out of sharing protected information with non-affiliated third parties. If your desire is for our agency not to share this information with non-affiliated third parties, we will comply with your request, which we need to receive in writing from you, specifically addressed to Moffat Insurance Agency, LLC.