C. Lee Williams & Assoc. Inc. Privacy Policy

July l, 2001

PURPOSE OF THIS NOTICE

Title V of the Gramm-Leach-Bliley Act (GLBA) generally prohibits any financial institution, directly or through its affiliates, from sharing nonpublic 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 disclosed. In compliance with the GLBA, we are providing you with this document, which notifies you of the privacy policies and practices of C. Lee Williams & Associates, Inc.

OUR PRIVACY POLICIES AND PRACTICES

1. Information we collect:
Categories of Information Collected and Sources From Which We Collect It:

We collect nonpublic personal information about you from the following sources:
  1. Information that you provide us on applications and other forms.
  2. Information about your transactions with us from the insurance companies we contact to underwrite your insurance.
  3. Information we receive from the Department of Motor Vehicles or other consumer reporting agencies.
  4. Information contained in medical records or from medical professionals that is related to insurance claims.
2. Information we may disclose to third parties:
We do not disclose any nonpublic personal information about our customers or former Customers to anyone, except as permitted by law.
3. Our practices regarding information confidentiality and security:
We restrict access to nonpublic personal information about you to those employees who need to know information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
4. Our policy regarding dispute resolution:
Any controversy or claim arising out of or relating to our privacy policy, or the breach thereof, shall be settled by arbitration in accordance with the rules of the American Arbitration Association, and judgment upon the award rendered by the arbitrators may be entered in any court having jurisdiction thereof.
5. Reservation of the right to disclose information in unforeseen circumstances:
In connection with the potential sale or transfer of its interests, C. Lee Williams & Associates, Inc. reserves the right to sell or transfer your information (including but not limited to your address, name, age, sex, zip code, state and country of residency and other information that you provide through other communications) to a third party entity that (1) concentrates its business in a similar practice or service; (2) agrees to be C. Lee Williams’ successor in interest with regard to the maintenance and protection of the information collected; and (3) agrees to the obligations of this privacy statement.

You do not need to call, or do anything as a result of this notice. It is meant to inform you of how we safeguard your nonpublic personal financial information. You may wish to file this notice with your insurance papers. We value our relationship with you and strive to earn your continual trust.

We are licensed in the following States/Provinces:
Arizona,California,Nevada,Oregon,Washington. .

Privacy Policy



How to Find Us | About Us | Resources | Contact Us
Companies | FAQs | Home Page