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Privacy Policy

PRIVACY POLICY OF
Dennis A. McCurdy Insurance Agency, Inc. 
and Dennis a. McCurdy and Associates

How and Why We Obtain Information
Dennis A. McCurdy Insurance Agency, Inc. and Dennis a. McCurdy and Associates collects information about you to help us serve your financial needs, provide customer service, offer new products or services, and fulfill legal and regulatory requirements. Any collection of personal information is to support our normal business operations and service your account.

Dennis A. McCurdy Insurance Agency, Inc. and Dennis a. McCurdy and Associates collects nonpublic personal, financial and health information about you from information we receive from you. The sources and the information collected may include:

  • Information on applications and related forms such as name, address, Social Security number, assets and income, (medical information if applying for insurance); 
      
  • Information regarding your transactions with us such as, products and services purchased, account balances and payment history;
     
  • Information from consumer reporting agencies such as credit relationships;
     
  • Information from your employer, association or benefit plan sponsor such as name, address, Social Security number, assets and income.

Sharing Information
Dennis A. McCurdy Insurance Agency, Inc. and Dennis a. McCurdy and Associates does not disclose nonpublic personal information about you to anyone. However, in the course of servicing your account, we may share information collected about our customers, as previously described above, to other unaffiliated service providers such as insurance companies, mutual fund companies, banks, broker dealers or investment firms to provide account maintenance or customer service to your account. We may also disclose your information to other organizations such as government agencies and law enforcment officials (for example, for tax reporting or under court order) or other organizations and individuals with your consent (for example, attourney or tax professional).

Protecting Your Information
Dennis A. McCurdy Insurance Agency, Inc. and Dennis a. McCurdy and Associates maintains physical, electronic, and procedural safeguards to guard your nonpublic personal information to ensure we are complying with our own policy, industry practices, and federal or state regulations. If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.