Privacy Notice and Opt-Out Form for The Hanson Financial Group, Inc.
This Privacy Notice and Opt-Out Form describes our practices for safeguarding personal information about the individuals who own, or apply for, financial products or services primarily for personal, family or household purposes. It also describes our practices for safeguarding personal information about employee benefit plan participants and beneficiaries. This is our privacy notice and not the privacy notice of any other company whom we may represent.
Protecting Your Privacy
As a financial services professionals we are required to inform you of our privacy policy. To place and service your business properly, the companies that provide the products and services we represent often require us to share information you have provided with them. In addition, we may share information on your behalf with your team of advisors including your CPA, attorney, banker or other financial advisors and their staffs. Doing so provides you with better, more integrated solutions to your financial needs.
We will take reasonable measures to ensure important personal information is protected while providing you with the service and information you need to help you achieve your financial goals. This notice describes how we handle personal information and our commitment to protecting your privacy.
I. How We Collect Information
We may collect information about you from the following sources:
A. Information We Obtain During the Interview, Application or Service Process. You may provide information as part of the processes to analyze your needs, select the correct strategies or product(s), complete the application or provide service transactions. This information includes such things as your name; address; Social Security number; financial status; and, when applicable, health history.
B. Information We Obtain from Third Parties. This may include information we obtain on your behalf such as medical reports, salary and benefits, Social Security benefits and similar information.
C. Information About Transactions and Experience. We may retain information based on our transactions and experience with you such as your payment and investment records and account values.
II. How We Share Information
A. With Third Parties. We may disclose information to third-party service providers that perform services in the processing or servicing of your transaction; with third parties that perform marketing or other services on our behalf; or otherwise as permitted by law.
We may share information with third parties that offer products or services we believe may be of interest to you. If you prefer we not share information about you with third parties so they may market their products or services to you, please indicate your request by checking the applicable box on the form included with this notice.
B. Medical Information. We do not share medical information with third parties for any purpose other than for providing and servicing your policies, accounts, claims or contracts; as allowed by the relevant laws protecting your privacy; or in circumstances where you consent. We do not share your medical information with third parties for marketing purposes.
C. Former Customers, Plan Participants and Beneficiaries. We do not disclose information about former customers, plan participants or beneficiaries to third parties except as may be legally permitted.
III. Accuracy of Information
We strive to keep our records accurate and will make appropriate corrections when you notify us. Please let us know if there is incorrect information in any statements or other communications that you receive from us.
IV. It’s Your Choice: How to Opt Out
We want you to be comfortable with how we use the information we collect about you. If you prefer we not share this information with third parties so they may market their products or services to you, please complete and return the form included with this Notice.
Be aware, returning this form means there will be times when you won’t receive information from third parties about products and services that may be of interest to you.
Opt-Out Form
Please do not share information about me with any third parties so they may inform me about their products or services.
Please print
Name * ___________________________________
Address ___________________________________
City ___________________________State ______
Zip Code _________________________
Telephone Number(s)
Work (_______) _____________________
Home (_______) _____________________
*If you are a co-owner you may complete this form on your behalf or on behalf of all co-owners on the contract/policy. To implement an opt out on behalf of the other co-owners, you must provide us with the name of each person to whom this request will apply.
Where to Send Your Request
Please mail your request to:
The Hanson Financial Group, Inc.
411 Hamilton Blvd, Suite 1716
Peoria IL 61602
We will process your request as soon as reasonably practicable upon receipt. This request will remain in effect until you notify us otherwise in writing. If you decide to change your request, please write to us at the address included with this Notice.
