FACTS

WHAT DOES JR KATZ DO WITH YOUR PERSONAL INFORMATION?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some, but not all sharing. Federal law also requires financial companies to tell consumers how they collect, share, and protect consumers’ personal information. Please read this notice carefully to understand what we do.

We are committed to safeguarding your personal information and providing you with current information about our privacy practices.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information may include:

  • Social security number
  • Address and contact information
  • Driver’s license number
  • Marital status
  • Ownership of property
  • Health information

And other information required to obtain insurance coverage for you.

How?

All financial companies need to share customers’ personal information to run their everyday business – to process transactions, maintain customer accounts, and report to credit bureaus. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons JR KATZ chooses to share; and whether you can limit this sharing.

Reasons we can share your
personal information

Does JR KATZ share your personal information?

Can you limit this
sharing?

For our everyday business purposes – to process your transactions, maintain your account, and provide proper customer service

Yes

No

For our marketing purposes –
To offer our products and services to you

Yes

No

For our affiliates’ everyday business purposes

No

No*

For our affiliates to market to you –
Information about your creditworthiness

No

Yes

For non‐affiliates to market to you

No

Yes

*In California, customers have the right to opt‐out of sharing personal information with affiliates.

Sharing Practices

How often does JR KATZ notify me about their practices?

We must notify you about our sharing practices when you become our customer and each year you remain a customer.

How does JR KATZ protect mypersonal information?

To protect your personal information from unauthorized access and use, we use physical, electronic and procedural security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does JR KATZ collect my personal information?

We collect your personal information, for example:

  • When you fill out an insurance form
  • From insurance companies that provide insurance policies to you
  • From information about your transaction with us and the companies we represent

We also collect your personal information from other entities, such as credit bureaus, affiliates or other companies.

Why can’t we limit all sharing?

Federal law gives you the right to limit sharing only for:

  • affiliates’ everyday business purposes – information
    about your creditworthiness
    affiliates to market to you
    non‐affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Our customers’ trust and confidence is of paramount importance to us.
We are committed to safeguarding your personal information and only use the
information in the manner described on the front page this Notice.
Please contact us with any questions you have concerning our privacy policies.

FACTS

WHAT DOES JR KATZ DO WITH YOUR PERSONAL INFORMATION?

To Opt‐Out:

Contact Us

By telephone: 847.564.8430

On the web: www.jrkatz.com

By Mail: make your opt‐out choice below and send to:
JR KATZ
5 Revere Dr., Ste. 130
Northbrook, IL 60062

Check Your Choices

Your choices will
apply to everyone on your
account.

Check any/all you want to limit:

Do not share information about my credit worthiness with your affiliates for their everyday business purposes.

Do not allow your affiliates to use my personal information to market to me.

Do not share my personal information with non‐affiliates to market their products and services to me.

For California clients only. Do not share information with your affiliates for any
reason not permitted by law.

Your Name:

 

Your Address: