Important Notice of Privacy Policy and Information Practices
Issued pursuant to California Insurance Code Sections 791 et seq. and the federal Gramm-leach-8/iley Privacy Act 15 U.S.C. Section 6501 et seq.
Who we are
Our website address is: https://bottgerplanning.com.
Bottger & Associates, Inc. is committed to providing insurance products and services designed to meet your needs. Your privacy is important to us. We are doing everything we can to protect the information about you that we receive. Please read this notice so that you may understand what information we collect, how it is used, and how we protect it.
Information We Collect
To provide a financial product or service to you, it is important for us to obtain some personal information about you. Some of the information we get comes directly from you when you fill out applications or other forms. Some information you may provide when you visit our web site. We may also receive information from doctors, test laboratories, and other health providers. Some information may come from consumer reporting agencies. The types of information we receive may include:
- Addresses
- social security number
- family information
- current and past medical
We may also receive financial information, such as transactions that you make with other financial institutions. In some cases, this information may rightfully be obtained without notice to you or permission from you.
Information We Disclose
We do not disclose nonpublic personal information about our current or former customers to any non-affiliated entity, except when the law permits us to. Some examples of the disclosures we are permitted by law to make include:
- Those necessary to service or provide an insurance or annuity product that you requested or
- Those made with your consent or at your
- Those made to your legal representative; or those made in response to a subpoena or an inquiry from an insurance or other regulatory authority.
- Those made to comply with federal, state or local
- Those made to protect against
Where allowed by law, such disclosures may be made without further notice to or permission from you.
Our Privacy Protection Procedures
We protect your information from being viewed by those not authorized to do so. For example, we use secure technologies to maintain the security of information you may provide through our web sites. Only those persons that need this information to provide you service are allowed access to it.
SMS Communication and Compliance
For detailed information about SMS communication and your rights and obligations, please refer to our Terms and Conditions.
SMS opt-in or phone numbers for the purpose of SMS are not being shared with any third party and affiliate company for marketing purposes.