Coleman Financial Services, Inc.

Financial Privacy Statement

 

 

To Coleman Financial Services, Inc. Customers......

 

We value you as a customer and respect your right to privacy.  We know that you purchase our products and services because you trust that we will stand behind our promises.  We pledge our commitment to treat your information responsibly.  We created this privacy policy to show you that we are working hard to protect your privacy.

 

How do we protect the confidentiality and security of your information?

 

We use physical and technical safeguards to protect your information.  We restrict access to your information to those who need it to perform their jobs.  This includes third parties who perform services related to your product they may not disclose it or use it in any other way.  We comply with all data security laws.

 

What personal information do we collect about you?

 

• We collect personal information about you from different sources.
• We collect information you send us on applications and forms.
• We collect information from your transactions with us.

 

What types of information do we disclose and to whom?

 

We do not sell your information to anyone.  We disclose information to business partners that carry out services for us.  We disclose your information as required or permitted by law.  We disclose your information for a legal or regulatory purpose.  These include the following types of information.

 

• Information we receive from you on applications or other forms.  This may include your name, address, beneficiaries, Social Security number, and family member information.  This may also include assets, income, and the property address and value.
• This may include information from your transactions with us.  It may include your account balance, policy coverage, and payment history.  It may also include premium paid, preferences, shares you purchase, claims and purchase method.
• We may disclose information to companies that perform services on our behalf.  As permitted by law, we may disclose some information to other financial institutions which that might be appropriate for you.

 

 

 

 

 

Questions?

 

We value our clients and want you to understand how we use your information we collect If you have any questions about our privacy policy, you may contact us at 303-948-8516. 

 

We have a process that allows you to review your information.

 

• Our process explains how to access your information.  We can only give access to information that we control and can reasonably retrieve.  We also check the identity of the person making the request.
• You may request that we correct your information in our files.  Please note that we do not control the items provided by third parties.  So, you will need to contact the third party to correct their information.

 

This privacy statement describes our privacy practices for both current and former customers. 

 

Thank you for choosing Coleman Financial Services, Inc.

 

We look forward to building a lifetime relationship with you.