Privacy
Policy.
To Our Customers:
Wall Financial Group, LLC values you as a customer
and respects your right to privacy. We recognize
that you have placed your trust in us, and we take
the responsibility to preserve that trust. One
way we endeavor to keep your trust is to properly
handle that personal information.
We pledge to you that:
- Protection
of your privacy is a top priority;
- Your account
information and all documents you provide to
us are protected in a secure environment;
- We only collect
personal information in order to accomplish
our customer commitments to you;
- Information
about you is only used and shared in limited
and controlled ways; and,
- In the event
that we wish to share information about you
with non-affiliated third parties, you will
be given options concerning what information
may be shared, and your privacy wishes will
be respected. You may also choose to opt out
of any information sharing.
Wall Financial
Group, LLC maintains physical, electronic and procedural
safeguards to ensure that personal information
we have about you is treated responsibly, and in
accordance with our privacy policy. We restrict
access to information about you only to those representatives
and employees who need to know that information
in order to provide products and services to you
or to conduct Wall Financial Group, LLC business.
Representatives or employees who have access to
the information may only use it for legitimate
business purposes. In addition, we take steps to
safeguard information about you in accordance with
applicable data security regulations.
We collect
personal information about you from these sources:
- Symetra Investment
Services, Inc. Customer Account Form, applications
for the purchase of various products, and other
forms;
- Product vendors,
as a result of your transactions with us; and/or,
- Depending on
the product you are requesting to purchase,
information received from consumer reporting
agencies, medical providers or others.
We may disclose the following
categories of information to entities that perform
administrative services on our behalf or as required
or permitted by law for legal, regulatory, or other
purposes:
- Information you provide
directly to us on the Customer Account Form,
applications or other forms;
- Information we receive
about your transactions with us or with our product
providers; and/or,
- If required for the products
you purchase, information received from other
agencies such as: consumer reporting agencies
concerning your creditworthiness, motor vehicle
and driver’s
license reports, medical and employment information,
and loss reports.
A special note
about medical or health information: While we might
receive medical or health information from you
at the time of application for various types of
insurance, we do not use it or share it – internally
or externally – for any purpose other than
what is directly related to the administration
of your policy, account, or claim, as required
or permitted by law, or as you authorize us to
do.
Wall Financial Group, LLC pledges to work to protect
the security of your confidential information.
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