| |
Why We Need Personal Information from You
We need to collect personal non-public information from you in order
to provide you with information regarding products and services we
represent. We may also need information from you and others to verify
your identity.
Personal Information We Collect
Personal information that we may collect about you includes your name,
address, age, social security number, financial and credit history,
health, employment, hobbies and similar matters. We will maintain
physical and electronic safeguards to protect that information.
Examples of Sources We Use to Collect Personal Information
Most of the information we collect about you comes from the “getting
started” table and varies depending on why you have contacted us.
We may also obtain information from affiliated third parties which
may include other third party agents, previous or current employers,
other insurers, healthcare providers and consumer reporting agencies.
How We Use and Disclose Your Personal Information
We limit the collection and use of personal information to the extent
required to administer and service your requested needs. We will not
share personal information outside of the family of companies that
Forward Financial Group represents for any purpose other than required
to perform your requested services - unless the disclosure has been
authorized by you or is permitted or required by law. Your personal
information may be disclosed to other entities that provide business
services to us related to our transactions with you, such as third
party administrators, if any. Whenever we retain other organizations
to provide support services on behalf of Forward Financial Group,
we will require them to protect your personal information. We may
disclose your personal information if required by a law, a government
agency or court order.
How We Protect Your Personal Information
We will protect all of your personal information and we will restrict
access to your personal information by maintaining physical, electronic
and procedural safeguards. We will restrict access to your personal
information and only allow those individuals access where permission
has been granted by you.
Keeping You Up-to-Date With
Our Privacy Policy
Above all, we value your trust and confidence in our ability to manage
and protect your important personal information. If you have any questions
or concerns regarding our Privacy Policy, please contact us at the
address listed below.
We value you as a customer and thank you for choosing our services.
Please direct any questions about our Privacy Policy to:
P.O. Box 779; New Albany, OH 43054
|
|
| |
|
|
|
| |
|
|
|