Term Brokers Insurance Services

Privacy Policy

Term Brokers Insurance Services [Term Brokers] may or may not disclose all of the information that we collect, as described below in our Privacy Policy, depending on your "opt out" decisions. Term Brokers may disclose nonpublic personal financial information about you to the following types of third parties:

Financial service providers, such as life insurers, automobile insurers, and mortgage bankers Non-financial companies, such as retailers, direct marketers and publishers

Term Brokers may also disclose nonpublic personal financial information about you to nonaffiliated third parties as permitted by law.

Term Brokers may disclose all of the information we collect, as described above, to companies that perform marketing services on our behalf or to other financial institutions with whom we have joint marketing agreements.

Term Brokers does not disclose any nonpublic personal financial information about our clients or former clients to anyone, except as permitted by law.


How?

One of the ways we provide superior customer care to you, our client, is by fulfilling our obligation to safeguard the personal information you entrust to us, as well as other information Term Brokers may collect, in order to complete your insurance transaction.

In compliance with Title V of the Gramm-Leach-Bliley Act (GLBA), this notice describes the privacy practices and standards Term Brokers has adopted to protect the confidentiality of your nonpublic personal information. Term Brokers does not share any nonpublic personal information about you with any nonaffiliated 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 which it may be disclosed. Term Brokers does not sell or market your nonpublic personal information.


Information Term Brokers Collects

We collect nonpublic personal information about you, including the following:

  • Information we receive from you on applications or other forms
  • Information about your transactions with us, our affiliates, or others
  • Information we receive from a consumer reporting agency
  • Driver information from state motor vehicle departments
  • Medical or financial information

Information collected from the above sources, for the purpose of underwriting, allows us to find the best insurance solutions for you, your family, and/or your business.


Information Term Brokers Disclose - We Protect Your Information

Term Brokers restricts access to nonpublic personal financial information about you to those employees who need to know that information in order to provide products or services to you.

Term Brokers maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal financial information.


It Is Your Choice To Share Information

If you prefer that Term Brokers not disclose nonpublic personal financial information about you to nonaffiliated third parties, you may opt out of those disclosures, that is, you may direct us not to make those disclosures (other than disclosures permitted by law). If you wish to opt out of disclosures to nonaffiliated third parties, you may tell us of this request in the following way:

If you call or write to us to opt out, you will need to provide us with your full name, address, policy number(s) and your direction that we not share information with nonaffiliated third parties.

Term Brokers Insurance Services Privacy Policy Notice
348 Miracle Strip Parkway, Suite 30A, Fort Walton Beach, FL 32548
Phone: 850-864-2000

PRIVACY NOTICE: Neither the U.S. agents that handled this insurance nor the insurers that have underwritten this insurance will disclose nonpublic personal financial information concerning the buyer to non-affiliates of the agents or insurers except as permitted by law.

Fort Walton Beach Office Hours - 8am to 5pm - Monday thru Friday

Copyright Term Brokers Insurance Services 2014 [License Nos. L048446 and 17077, Jana McDonald License No. E155640 Licensed 220 (property and causality), life, and health license. Christopher McDonald Licensed 220 E160810. Commercial use by others is prohibited by law.]