In order to serve your needs, Ralph Weiner & Associates LLC now, and in the future may ask you to provide us with certain information. We understand that you may be concerned about what we will do with such information---particularly any personal or financial information. We acknowledge that you have a right to know how we will utilize the personal information you provide us. Therefore, we have adopted this Privacy Policy to govern the handling of your personal information.
This Privacy policy governs the use of personal information you provide us, your transactions with us and information we receive from third parties, such as consumer-reporting agencies. It does not govern the manner in which we may use information we have obtained from any other source, such as information obtained from public records or from another person or entity.
Depending on the type of service you are utilizing or requesting, the types of non-public information we may collect includes: (1) information we received from you or your representative on applications, forms, claims, and in communications to us, whether in writing, in person, by telephone or any other means; this information may include, inter alia, your name, address, social security number, income, your payment or credit history and policy or claim information; (2) information about your transactions with us, our affiliated companies, or others and (3) information we may receive from a reporting or information gathering service which may provide creditworthiness and background.
We will not release your information to nonaffiliated parties, except as necessary for us to provide you with the product or service you have requested from us, or as provided by law. We may provide non-public information to companies with whom we are affiliated or have an agency or subagency relationship with and with whom we have entered into a joint marketing or service agreement. We may share personal information with unaffiliated third parties, such as independent agents or brokerage firms, who help us serve you and service our business. Additionally, you should be aware that insurers and financial institutions, which provide the product or service you have requested, have their own Privacy Policy, which we will provide to you upon written request.
We will not share your personal information with a non affiliated third party for a nonexempt purpose unrelated to our business function without offering you the opportunity to “opt-out” or “opt-in” as required by law. You may “opt out” of any disclosures by e-mailing us, by calling us collect at 847/465-1212 or by sending a written request to Kim Schreiner Ralph Weiner & Associates LLC 720 Astor Lane, Wheeling, Illinois 60090. Calls should be directed to Kim Schreiner. E-mails shoud be sent to Kschreiner@ RalphWeiner.com
Our Privacy Policy will continue to apply even if you are no longer our customer.
You have the right to request access to the personal information that we record about you. Your have the right to know the source of the information and the identity of the persons, institutions or types of institutions to whom we have disclosed such information. You have the right to view such information and copy it in person, or request that a copy of it be sent to you by mail. You also have the right to request corrections, amendments or deletions of any information in our possession. To request access to or an amendment of your information you should submit a request in writing to Ralph Weiner & Associates LLC 720 Astor Lane, Wheeling, Illinois 60090. Attn: Kim Schreiner
We will use our best efforts to ensure that unauthorized parties do not have access to any of your information. We restrict access to nonpublic personal information about you to those individuals and entities that need to know that information in order to provide you with the product or service you requested. However, our employees have access to personal information in the course of doing their jobs, such as submitting applications and processing claims. We will use our best efforts to train and oversee our employees to ensure that your information will be handled responsibly and in accordance with this Privacy Policy
