Clearview Insurance and Financial Services Privacy Policy
Your Privacy Matters to Us
At Clearview Insurance and Financial Services, we prioritize the privacy and security of your personal information. Our commitment to protecting your data is embedded in every aspect of our operations, ensuring that your trust in us is well-placed. This Privacy Policy explains how we collect, use, and safeguard the information you provide when interacting with us.
Information We Collect:
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Personal Identification Information:
We collect personal identification information such as your name, address, phone number, and email address when you engage with our services or reach out for a consultation.
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Financial Information:
In the course of providing insurance and financial services, we may collect sensitive financial details like income, investment data, and banking information.
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Health Information:
To offer tailored insurance and Medicare solutions, we may collect health information as required by law or with your consent.
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Technical Information:
We collect technical data such as your IP address, browser type, and device information through website interactions to improve our services and user experience.
How We Use the Information:
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Service Provision:
We use your information to deliver personalized insurance and financial and estate planning services.
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Customer Support:
To provide efficient customer support, including responding to inquiries and resolving concerns.
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Legal Compliance:
We comply with legal requirements by using your data as mandated, such as reporting for regulatory purposes.
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Marketing Communication:
With your consent, we may send newsletters or updates about our services and offers. You can opt out of these communications at any time.
Data Sharing and Security:
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Third-Party Sharing:
We do not sell, trade, or rent your personal information to others. We may share your data with trusted third parties solely for service delivery, legal compliance, or with your explicit consent.
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Security Measures:
We employ industry-standard security practices to protect your data against unauthorized access, alteration, or disclosure.
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Retention Policy:
Your data is retained only as long as necessary to fulfill the purposes outlined in this Privacy Policy.
Your Rights and Choices:
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Access and Correction:
You have the right to access the personal information we hold and request corrections if necessary.
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Deletion and Objection:
You can request the deletion of your data or object to its use under certain circumstances, as per legal requirements.
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Opt-Out:
You may opt out of marketing communications at any time by following the unsubscribe instructions provided or contacting us directly.
Policy Updates:
We may periodically update this Privacy Policy to reflect changes in our practices or regulatory requirements. Any updates will be posted on this page with the revised date. Please review this policy regularly to stay informed about how we protect your privacy.
Contact Us:
If you have any questions or concerns about our Privacy Policy, please feel free to contact us:
Clearview Insurance and Financial Services is dedicated to maintaining the confidentiality and security of your personal information. Your trust is important to us, and we are committed to upholding your privacy in every interaction.