Privacy Policy Statement – Financial Planning
Greg Wright and Greg Wright Associates LLC is committed to protecting your privacy as a visitor to this Web site and as our customer. To our visitors and to our customers, we offer this pledge:
We will not sell, disseminate, disclose, trade, transmit, transfer, share, lease or rent any personally identifiable information to any third party not authorized by you to receive your information except as we have disclosed to you.
Information Collection
In order to protect your privacy, please do not send us your personal or confidential information via this website or by unprotected email. We will not ask you to provide your personal information to us when you send e-mail to us from this website. Instead, discuss that personal information with us in person or by telephone.
We will ask you to provide your personal information to us when you have asked us to answer a financial question and/or when you purchase an insurance policy or contract from us. This information may be provided to an insurance company when you purchase an insurance policy or contract so they can establish you as a policyholder.
We will maintain a confidential record of your information at our offices so we can serve you. Any associate of Greg Wright & Associates LLC that has access to your information will be bound to this Privacy Statement. In the event of Greg Wright’s death or disability, our business continuation plan is described below.
We may collect personal information from you in person or by telephone:
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You, on applications or other forms. Information we collect may include names, address, and social security numbers.
You, on applications or other forms. Information we collect may include names, address, and social security numbers.•Your transactions with us, such as payments.
Your transactions with us, such as payments.•Third parties, including doctors, employers, and other third-parties. Information we collect may include medical records, employment history and claim history.
Third parties, including doctors, employers, and other third-parties. Information we collect may include medical records, employment history and claim history.•Credit reporting agencies, insurance reporting agencies, government agencies, and medical information providers.
Credit reporting agencies, insurance reporting agencies, government agencies, and medical information providers.•Please contact our office at 317-908-4899 to discuss specific coverage details and your insurance needs.
Please contact our office at 317-908-4899 to discuss specific coverage details and your insurance needs.Information Disclosure
We make every effort to maintain absolute privacy while using our web site. If information you transmit via this website is ever viewed by another party, it is purely accidental and by using our web site, you release us from any liability should this information be downloaded, viewed or retrieved against our privacy rules. We shall not be liable for any unlawful acts of others who steal this information through any means.
We do not sell nonpublic information to anyone. We do not disclose nonpublic personal information to our affiliates or to non-affiliated third parties.
Disclaimer
Statements on this website as to policies and coverage's and other content provide general information only and we provide no warranty as to their accuracy.
Information provided on this website does not constitute professional advice, including legal, tax or financial planning advice.
Notice of Insurance Information Practices
Personal information about you, including information from a credit report and loss history may be collected from persons other than you in connection with an application for insurance and subsequent policy renewals.
Third Party Links
This Web site may contain links to third party Web sites that are not controlled by Greg Wright or Greg Wright & Associates LLC. These third party links are made available to you as a convenience and you agree to use these links at your own risk. Please be aware that we are not responsible for the content of third party Web sites linked to us nor are we responsible for the privacy policy or practices of third party Web sites linked to our website.
Our Privacy Policy only applies to information we collect from you while you are at and while you are actively in a session with us. If you should link to a third party Web site from our website, we strongly encourage you to review and become familiar with that Web site's privacy policy.
Contingency
I am a solo practitioner. Accordingly, I have adopted a business continuation plan to protect the confidentiality of client information.. Upon my death or permanent disability, my clients will be contacted by my CPA and given the options to arrange for their files to be returned to them, forwarded to another professional of their choice, or destroyed..
Changes In Our Privacy Policy
We reserve the right to change this Privacy Policy without providing you with advance notice of our intent to make the changes.
