Privacy Notice

Privacy Statement

Richards Insur­ance Agency takes great pride in the high lev­el of trust and con­fi­dence our clients have in doing busi­ness with our agency. We take steps to assure the con­fi­den­tial­i­ty of finan­cial infor­ma­tion we obtain from our clients that is nec­es­sary to prop­er­ly pro­tect and ser­vice their finan­cial needs. We lim­it access to this kind of infor­ma­tion to only those indi­vid­u­als who “need to know” in order to per­form their job respon­si­bil­i­ties. In addi­tion, we main­tain phys­i­cal, elec­tron­ic and pro­ce­dur­al secu­ri­ty mea­sures that com­ply with fed­er­al and state regual­tions to safe­guard your infor­ma­tion.

Chap­ter INS 25 of the Wis­con­sin Admin­is­tra­tive Code gen­er­al­ly pro­hibits any licensees of the Office of the Com­mis­sion­er of Insur­ance, direct­ly or through its affil­i­ates, from shar­ing non pub­lic per­son­al infor­ma­tion about you with a non-affil­i­at­ed third par­ty unless the insti­tu­tion pro­vides you with a notice of its pri­va­cy poli­cies and prac­tices, such as the type of infor­ma­tion that it col­lects about you and the cat­e­gories of per­sons or enti­ties to whom it may be dis­cloes. In accor­dance with both this Wis­con­sin law and with fed­er­al law, we would like to sup­ply you with this com­plete pri­va­cy state­ment, detail­ing how and to whome we may dis­close your non­pub­lic per­son­al infor­ma­tion.

What types of infor­ma­tion do we col­lect? In the course of our busi­ness, we col­lect non­pub­lic per­son­al infor­ma­tion about you from a few dif­fer­ent sources. Ini­tial­ly, we receive non­pub­lic infor­ma­tion form you on appli­ca­tions and oth­er forms we use. We also main­tain infor­ma­tion about your trans­ac­tions with us and with your affil­i­ates, and we may receive infor­ma­tion from a con­sumer-report­ing agency.

What infor­ma­tion do we dis­close to non affil­i­at­ed third par­ties? We do not dis­close any non­pub­lic per­son­al infor­ma­tion about our cus­tomer or for­mer cus­tomers to any­one, except as per­mit­ted by law. At your request, we may pro­vide infor­ma­tion to the insur­ance com­pa­nies that under­write the poli­cies we pro­cure and ser­vice.
To whom do we dis­close this infor­ma­tion? We dis­close non­pub­lic per­son­al infor­ma­tion about you only to non-affil­i­at­ed par­ties as per­mit­ted by law.

Amend­ments to this pol­i­cy. Richards Insur­ance Agency LLC reserves the right to amend, mod­i­fy, or change at any time and for any rea­son, our pri­va­cy poli­cies and this Pri­va­cy Notice. If such an event occurs, we will pro­vide you with an amend­ed Pri­va­cy Notice.