The Collection, Use and Disclosure of Client Information
When clients do business with Wiegers Financial & Benefits, 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. We require each client to have read and signed 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 Carrier 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 we consider appropriate 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, erase or convert it to an anonymous form.