This privacy notice will answer any questions you may have regarding our handling of personal or business information that you voluntarily provide to us during the course of our consulting relationship with you. Our firm is committed to maintaining the privacy of your information in accordance with best practices and any applicable laws. Our associates, who may have access to non-public information about our customers, are required to follow our privacy policy.

What lnformation do we Collect?

We collect personal or business information about you from the following sources:

1. Information you may provide during visits to our Website (name and contact information). We do not collect cookies or any other information during your visit to our website, unless you knowingly volunteer the information. While visiting our website, you may be directed to an affiliated or unaffiliated third party website for information, products, or services, and you are advised to read their privacy policy before providing your information
2. Information about you and your business when you engage us as your consultant; and
3. Information (for example, name, birth date, Social Security Number, payment information) we receive on your insurance or other service applications to third parties, when we act as the intermediary between you and the insurance company or other third-party service provider to effect transactions that you request through us.

To protect your privacy, our firm makes every effort to minimize the information that we collect and retain on you, your business, and consumers.

How we use Information we Collect?

If you provide contact information to us through any means, we may use that information to contact you through mail, email, or by telephone to provide you with information concerning our firm, newsletters, or other relevant information about our products and services.

lnformation we Disclose to Others

We do not disclose your information to any person except as required by law or as explained above. We do not disclose your information to any other companies for commercial purposes.

Security Policy

We maintain physical, technical, and administrative security that meet or exceed best privacy practices to safeguard your information.Those insurance and service providers with whom we submit your signed application(s) or transactional information have privacy policies that meet or exceed regulatory requirements or privacy best practices that govern their industry.

Opt-Out Provision

Although we do not share your information, except as noted above, you do have the right to “opt-out” of receiving further information about our firm by contacting us (see below).

Changes to this Policy

As a result of changes in products or services, our business model, and laws; we may change this privacy policy. If we do, we will notify you of the changes through a revised privacy statement, which will be posted on the home page of our website.

Questions, Problems, or Concerns?

Please e-mail us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it   or call us at 608-241-3500 so we have the opportunity to address your concerns.

This policy is provided to you in accordance with privacy best practices and any privacy laws which may be applicable to our firm.

Revision 05/2007

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