Privacy Policy

At Anderson Rose & Associates, we value the trust you have placed in us and are committed to protecting your privacy in the use of business or personal information. When we refer to “you” we mean those individuals and firms who have provided us with business or personal information in conjunction with inquiring about, applying for, or obtaining a financial product or service from us. To maintain this trust, this Notice describes our policy regarding the collection, disclosure, and protection of business or personal information.

“Information”, as used in this Notice, means information that identifies an entity or individual personally and is not otherwise available to the public. It includes financial information such as income, benefits, policy or claim information. It also includes personal health information about an illness, disability or injury.

Anderson Rose & Associates collects business and personal information to help service you and support our business operations. This information may be obtained directly from individuals, corporate clients duly authorized to release such information and from certain third parties, such as insurance companies. Depending on the type of product or service applied for or obtained through us, personal information may include:

• Through an insurance application or other forms, names, addresses, telephone number, Social Security number, income, and claim data.

To serve you and to administer information through the course of our business, we may share certain business and personal information, only as permitted by law, with affiliates, such as business associates and our employees/members. We may also share business and personal information, again only as permitted by law, with unaffiliated third parties, such as insurance companies, administrators, and service providers who help us serve you and administer our business.

Our employees/members have access to business or personal information in the course of doing their jobs, which may include certain underwriting data provided by the carriers, claims data or advising customers about products and services. All of our employees/members are required to sign a confidentiality agreement committing them to protecting your personal information that they may have access.

Security Procedures

We maintain manual and electronic security procedures for nonpublic personal information about you to those individuals who require that information in order to conduct our business on your behalf. We have deployed certain safeguards to protect your personal information which include secured files, user authentication, encryption, firewall and anti-virus technology.

Disclosure of your information will only be released with proper written authorizations or as otherwise permitted or required by law. We will not share your business or personal information with anyone for purposes unrelated to Anderson Rose & Associates business operations. We will continue to follow our Privacy Policy even in the event you cease to have a business relationship with us.

We reserve the right to amend our privacy policies and insurance information practices.