At McClone Agency, Inc., hereafter referred to as McClone Insurance Group, maintaining customers' trust and confidentiality are high priority. This is the reason we want to protect your privacy when we collect, maintain, disclose and dispose of information about you, and why we take the measures to safeguard your information.

 

We want you to know your privacy concerns are important to us; and in accordance with law we are supplying you this Privacy Policy. This Privacy Policy is intended to describe how we collect, maintain, disclose and dispose of customer information. This Privacy Policy applies to you if you are an individual who seeks to obtain, obtains or has obtained a financial product or service from us primarily for personal, family or household purposes. This Privacy Policy does not apply to individuals who seek to obtain, obtains or have obtained financial products or services from us for primarily business purposes; and does not apply to any of our corporate customers.

 

This Privacy Policy may be amended from time to time at our discretion. If you have any questions, comments or complaints about the privacy of your information, please contact:

 

McClone Insurance Group

150 Main Street, Suite 102

P.O. Box 389

Menasha WI 54952-0389

 

(920) 725-3232

 

info@mcclone.com*

*This is a not a secure e-mail facility.

 

Gathering of Information and Use:

We collect non-public, personal information about you from the following sources: 

 

• Information we receive from you on account applications or other forms;
• Information about your transactions with us, affiliates, or others; and
• Information we receive from a consumer reporting agency.

 

We may disclose all of the information we collect, as described above, about you or our former customers to McClone Insurance Group, affiliates that are insured depository institutions, insurers, and providers of investment and trust services.

 

Except for information related to fiduciary trust relationships, we may disclose all of the information we collect, as described above, about you or our former customers to companies that perform marketing services on our behalf or to other financial institutions with whom we have marketing agreements.

 

We may also disclose all of the information we collect as described above, about you or our former customers to others outside of McClone Insurance Group, as permitted by law.

 

Non-Affiliated Third Parties to Whom Disclosures May be Made:

 

• We disclose non-public personal information about you only to non-affiliated third parties as permitted by law (e.g., to insurance carriers for underwriting purposes).

 

Confidentiality and Security:

We restrict access to non-public personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic and procedure safeguards that comply with federal and financial services regulations to guard your non-public personal information.

 

McClone Insurance Group is not responsible for the content or the privacy policies of the websites to which we link.

 

Maintaining Accurate Information:

We strive to maintain complete, accurate and current information on our customers. If you believe any information in your customer records with us is insufficient, inaccurate or out-of-date, please contact us as provided in the introductory paragraph of this notice.

 

Reservation of the Right to Disclose Information in Unforeseen Circumstances:

In connection with the potential sale or transfer of its interests, McClone Insurance Group reserves the right to sell or transfer information (including but not limited to your address, name, age, zip code, state, country of residency and other information that you  provide through other communications) to a third party entity that (1) concentrates its business in a similar practice or service; (2) agrees to be McClone Insurance Group's successor in interests with regard to the maintenance and protection of the information collected; and (3) agrees to the obligations of this privacy statement.

 

Amendment to Privacy Notice and Privacy Policy:

We reserve the right to amend, modify or change our Privacy Policy at any time and for any reason. In any such event, we will provide an amended Privacy Policy to you.