Privacy Policy

THE COLLECTION, USE AND DISCLOSURE OF CLIENT INFORMATION

When clients do business with Leipert Financial Group, they share personal information so that we may provide them with products and services that best meet their needs. We ensure that consent for our firm to use this information in an appropriate manner has been received. When applicable, we require clients to read and sign our Privacy Statement below, and that this Privacy Statement is maintained as part of the Client File.

WE MAY USE AND DISCLOSE THIS INFORMATION IN ORDER TO:

Communicate with the client in a timely and efficient manner
Assess a client’s application for investment, insurance or other available services
Evaluate claims and underwriting risks when required
Detect and prevent fraud
Analyze business results
Act as required or authorized by law

BREACH OF PRIVACY

If a privacy breach has been reported, investigative steps must be taken and documented to ensure that client privacy is at all times maintained. If it is found that privacy has been breached, then steps must be taken to rectify the situation and the insurance provider must be notified of any privacy breach involving information collected in the course of selling its product and serving its clients. Communication with the client throughout this process is required, and working with the client to correct any breach is imperative. Dependent upon the reasons surrounding the breach, disciplinary action might be required.

PRIVACY IN THE OFFICE

We maintain security standards and procedures to help prevent unauthorized access to confidential information about you. We retain your personal information only as long as it is required for the reasons it was collected or as required by law. When your personal information is no longer needed for the purposes explained to you or as required by law, we have procedures to destroy, delete, or erase it.

We are happy to discuss our privacy policy with you at any time, for more information, contact your Advisor.