How we Collect, Use and Disclose Your Information

When you do business with us, you share personal information so that we may provide you with products and services that best meet your needs. We assume your consent for our firm to use this information in an appropriate manner. We may use and disclose this information in order to:

· Communicate with you in a timely and efficient manner

· Assess your application for investment, insurance and other services available to you by our firm

· Evaluate claims and underwriting risks when required

· Detect and prevent fraud

· Analyze business results

· Act as required or authorized by law

What We Will NOT Do With Your Information

We do not sell client information to anyone. Nor do we share client information with organizations outside of our relationship with you that would use it to contact you about their own products or services.

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