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PRIVACY POLICIES
Our Privacy Commitment To
You
Respect for our customers’ privacy has long been highly valued at
Goldwasser-Appel Insurance Advisors, LLC. Not only is it what our customers
expect, it’s the right way to conduct our business. The trust of
our customers and potential customers is our most valuable asset and
the reason we are in business. This trust is built, in part, upon the
proper
handling of personal information.
In an age of electronic commerce and communication, the need for a strong
commitment to protect consumer information becomes more important. Although
technology has changed the way information is gathered, used and stored,
the importance of preserving the confidentiality of information remains
a core value to us – and the responsibility of every Goldwasser-Appel
associate.
Why You Are Receiving This Notice
You are receiving this privacy notice because you are either a Goldwasser-Appel
customer, or are considering becoming our customer. This notice describes
Goldwasser-Appel’s practices and policies concerning our handling
of your personal information.
Who We Are
Goldwasser-Appel as referred to in this privacy notice refers to Goldwasser-Appel
Insurance Advisors, LLC, Suite 901, One Gateway Center, Newton, MA
02458. The safety and security of customer information is of paramount
concern
to us at Goldwasser-Appel. We maintain physical, electronic and procedural
safeguards to protect that information. We treat the information we
gather about you in a confidential manner. This data may be non-public
personal,
financial and health information about you that we collect from you.
We also collect information from applications, various forms, and other
sources
to best be able to determine your needs for services and products we
provide.
Goldwasser-Appel does not share customer information with other companies
for marketing purposes.
Goldwasser-Appel does not share customer information with other companies
for marketing purposes. As part of processing or servicing your contract
or account, and for other legally permitted or required purposes,
Goldwasser-Appel may disclose your non-public personal, financial
and health information,
if applicable. This may include providing such information to insurers,
medical examination facilities and other service providers working
with Goldwasser-Appel to complete a transaction you request, or to
other professional
advisors so that we may best service your contract or account, however
no information will be provided without your signed authorization.
Goldwasser-Appel Insurance Advisors, LLC
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