Disclaimer & Privacy Statement
GREGORY & APPEL DISCLOSURE
All Gregory & Appel e-mail transmissions may contain information that is proprietary, privileged and/or confidential and is intended exclusively for the person(s) to whom it is addressed. Any use, copying, retention or disclosure by any person other than the intended recipient or the intended recipient's designees is strictly prohibited. If you are not the intended recipient or their designee, please notify the sender immediately by return e-mail and delete all copies.
Gregory & Appel is neither a law firm nor a tax advisor; information in all Gregory & Appel emails is meant to be informational and does not constitute legal or tax advice.
Information we collect:
We collect nonpublic personal information about our clients from the following sources:
Information we receive on applications or other forms, such as name, address, social security number, telephone number, income and occupation.
Information about our client’s transactions with us and our affiliates, such as claims and payment history.
Information we receive from a consumer-reporting agency, such as a credit bureau.
Information we may disclose to third parties:
We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law. We do disclose nonpublic information to only the companies that our agency represents as is allowed by section 8(G) of Indiana Department of Insurance Rule 760 IAC 1-67.
Nonaffiliated third parties to whom disclosures may be made:
We may disclose nonpublic personal information about our clients only to non-affiliated third parties as permitted by law.
Our practices regarding information confidentiality and security:
We restrict access to nonpublic personal information about our clients to those employees who need to know that information in order to provide products and services to our clients. We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard our client’s nonpublic personal information.
Our policy regarding dispute resolution:
Reservation of the right to disclose information in unforeseen circumstances: