ABOUT YOUR PRIVACY…
Woodbury & Co. and Woodbury & Co. of SC Notice of Privacy and Insurance
Information Practices
We are committed to providing our customers with excellent products backed by
quality service. While information about you is essential to meet your insurance
and financial service needs, we recognize the importance of handling your
personal information with care. Accordingly, Woodbury & Co. and Woodbury & Co.
of SC have established this Notice and related policies.
Confidentiality and Security of Your Information
We maintain appropriate physical, electronic and procedural safeguards to
protect the security and confidentiality of your nonpublic personal information.
We educate our employees about the terms of this Notice and the importance of
customer privacy. We restrict access to nonpublic personal information about you
to those employees and others who need to know that information to provide
products or services to you, to maintain your accounts, or conduct our business.
Personal Information We Collect About You
Collecting personal information from you is essential to our ability to offer
quality insurance products and financial services. As part of that process, we
may collect nonpublic personal information about you from the following sources:
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Information we receive from you on applications and other forms;
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Information about your transactions with us, or others;
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Based upon the products purchased or service provided, information we receive
from consumer reporting agencies; and
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Information that is used to facilitate visits to our websites or emails from
you.
Categories of Information We Disclose and to Whom
We do not disclose any personal information about our customers or former
customers to anyone, except as permitted or required by law. We may disclose the
types of information listed below to companies that help us conduct our
business, that perform administrative or other services on our behalf, or other
financial institutions with which we have joint marketing agreements:
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Information we receive from you on applications and other forms, such as your
name, address, Social Security Number, assets, income and beneficiaries;
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Information about your transactions with us, or others, such as policy coverage,
premiums and payment history; and
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Information we receive from a consumer reporting agency and other sources, such
as your credit worthiness and history, medical information and employment
information.
When information is disclosed to third parties as described above, we require
recipients to adhere to appropriate confidentiality procedures and practices to
protect your privacy.
Your Medical Information
We do not share your nonpublic personal health information except as necessary
to underwrite a product, administer your policy as authorized by you, or as
permitted or required by law.
Fair Credit Reporting Act
We do not share information subject to the Fair Credit Reporting Act except as
permitted or required by law.
You’re Records
We strive to maintain the accuracy of your personal information. In order to
help us maintain that accuracy, you may have the right to reasonably access your
information. If you believe any of the information in our possession is
inaccurate, you may request that we amend or delete the information you believe
to be erroneous. If we concur with you conclusion, we will amend or delete the
information in question. To avail yourself of this process, you must write us at
the address below in order to obtain our complete policy on accessing and
amending your nonpublic personal information.
This Policy Applies To You
This Privacy Policy applies to our relationships with individual consumers who
inquire about and/or obtain products or services from Woodbury & Co. and
Woodbury & Co. of SC, for personal, family or household purposes.
Questions
Because Woodbury & Co. and Woodbury & Co. of SC do not share information outside
permitted exceptions, there is no need to take any action under this Notice. In
the event you have questions about this Notice of Privacy and Insurance
Information Practices, please write us at the address provided below.
Thank you.
On behalf of Woodbury & Co. and Woodbury & Co. of SC, we thank you for your
business and look forward to serving you for many years to come.
Woodbury & Co. 1111 Military Cutoff Road, Suite 221
Wilmington, NC 28405
