This notice is being provided on behalf of Jim Moran & Associates, Inc., Fidelity Warranty Services, Inc., Fidelity Insurance Agency, Inc. and Courtesy Insurance Company (collectively referred to as the “JM&A Group”).
We value our customers’ privacy and, as required by law, the following describes important information regarding how we collect public and nonpublic personal information, how the information is disclosed, and your rights. Please review this information carefully.
We collect nonpublic personal information about you from the following sources:
We only disclose nonpublic personal information about you to nonaffiliated third parties as permitted by law. Nonaffiliated third parties are companies not under common control or ownership of the JM&A Group’s parent company. For example, information may be provided to government entities in response to subpoenas. It may also be shared as part of the routine course of business, such as to administer your account, to provide customer service, or to fulfill a request for a service/ product. You may not opt-out of us sharing this type of information.
We may also disclose all of the information we collect, as described above, to companies that perform marketing services on our behalf or to other financial institutions with whom we have joint marketing arrangements. You may not opt-out of us sharing this type of information with these types of nonaffiliated third parties.
We restrict access to nonpublic personal information about you to those individuals who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
If you have an inactive or closed account(s) with us, we will continue to adhere to the policies and practices described in this notice.