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.