We
are committed to maintaining the confidentiality, integrity and security of
personal information entrusted to us by current and prospective customers.
We want you to know how we protect your information and how we use it to service
your account. We hope you will take a moment to review our Privacy Policy.
Your Right to Know
You have a right to know what we do with the personal and confidential information
we collect about you in the normal course of business of offering, processing,
administering and maintaining the insurance and financial products you purchase
from us. Because we value the integrity of our customer relationships, we
want to assure you that we are properly safeguarding this important information.
Personal Information We Collect
We need accurate, current health and financial information about you so that
we can determine your insurability and provide products to meet your specific
needs at a fair price. We collect personal information that you provide to
us on applications, other forms and in interviews. In addition, we maintain
information about your transactions with us, such as policy coverage, premiums
and payment history. We may obtain additional information from third parties
which may include agents, employers, other insurers, consumer reporting agencies
or health care providers in the course of processing, underwriting or administering
your life insurance policies or annuity contracts.
Other Information We Collect
Our web server places a ‘cookie’ on your computer for use in
tracking visitors to our web site.This information is used only to create
traffic reports. The IP address of your computer, the type of computer
and browser you are using, and other similar information is also logged
each time you visit our site, and used for the same purpose.
Information We May Disclose
We may share your personal financial and health information on a confidential
basis only with authorized employees, representatives and third parties whose
services are required to assure the highest level of service to you. We will
disclose only financial information that is necessary to such individuals
or companies who perform marketing services on our behalf, or to other financial
institutions with whom we have agreements.
We will not disclose any non-public personal information about you or about
any other customers or former customers except as authorized by law, as described
in this Privacy Notice or as otherwise communicated to you. Because we respect
and share your concern for privacy, we will not provide your health information
to anyone outside of our Companies except as described above. We will notify
you if we make any material change in this Privacy Notice. We may share selected
financial information about you with our affiliated companies in order to
better serve you and to offer you worthwhile products and services.
Protection of Your Information
Reasonable care will be taken to keep pertinent records current, complete
and accurate. If you see any inaccuracy in your statements, or in any other
communication from us, we would appreciate your assistance in making corrections
by contacting us.
We will protect all information collected about you, and we will restrict
access to your non-public personal information by maintaining physical, electronic
and procedural safeguards. We will restrict access to protected data only
to individuals who must use it in the performance of their job-related duties.
Employees who violate our Privacy Policy will be subject to disciplinary action,
which may include termination.
Above all, we value your trust and your confidence in our ability to
manage and protect your important personal information.
If you have any questions or concerns about our Privacy Policy, please contact
us at the addresses listed below.
Thank you for choosing our Companies. We value you as a customer and appreciate
the opportunity to serve you.
Treloar and Heisel, Inc.
P.O. Box 5168
New Castle, PA 16105
Telephone (800) 345-6040
Fax (724) 654-9029
