Privacy Policy - Levine Financial Group

Our Privacy Policy and Commitment to Protecting your Privacy

Levine Financial Group/Levine Insurance Agencies values your business and we thank you for your confidence in choosing our firm as your source of advice and products. As our client, you trust us with your personal information. We respect that trust and want you to be aware of our commitment to protect the information you share in the course of doing business with us. In order to comply with privacy legislation, we have developed this Privacy Policy. Any personally identifiable information about you, the client, is considered personal information and will be treated with this policy.

How we Collect, Use and Disclose your information::

When you do business with us, you share personal information so that we may provide you with products and services that best meet your needs. We assume your consent for our firm to use this information in an appropriate manner. We may use and disclose this information in order to:

• Offer, update, and provide investments, insurance products and services to you,
• Correspond and allow associated companies to correspond with you on certain products/services available,
• Administer, service, and update your investment and insurance portfolio
• Verify your identity
• Detect and prevent fraud
• Establish and maintain communication with you in a timely and efficient manner
• Act as required or authorized by law.

What we will NOT do with your information

We do not sell client information to anyone. Nor do we share client information with organizations outside of our relationship with you that would use it to contact you about their own products or services.

We strive to Protect your Personal Information

All employees, associated advisors and suppliers who are granted access to client records understand the need to keep this information protected and confidential. They know they are to use the information only for the purposes intended. This expectation is clearly communicated. We’ve also established physical and systems safeguards, along with proper processes, to protect client information from unauthorized access or use.

Your Privacy Choices

You may withdraw your consent at any time (subject to legal or contractual obligations and on providing us with reasonable written notice) by providing written notice to our office, otherwise, we will assume that you agree and consent to the manner in which we use your private information. Please be aware that withdrawing your consent may prevent us from providing you with requested products or services. We may occasionally use your personal information to advise you of products or services we believe may be of interest to you or fit your personal circumstances.