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, as a Life Insurance broker, 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 of Life Insurance, 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 policy for you. However, we are committed to maintaining the privacy of this information in accordance with the law.
When you complete your insurance application form, claim form, or other forms, we typically receive the following kinds of information from you:
During the course of our business relationship, we may obtain information about:
If you correspond with us or transact business through our computer Web sites, your browser may provide information to us as you interact with us via the internet.
It is our responsibility to meet your expectations for privacy while still providing you with Life Insurance services and products. In order to provide our services to you, your information may be shared with other service providers.
To complete your Life Insurance application, we may need to provide your non-public information to affiliated and non-affiliated persons or entities involved in the underwriting, processing, servicing and marketing of insurance policies.
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.
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 nonpublic personal information about our former clients to anyone except as permitted or required by law.
CPS Insurance Services, Inc.
4400 McArthur Blvd.
Newport Beach, California 92660