| 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. |
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.
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| FACTS |
WHAT DOES JR KATZ DO WITH YOUR PERSONAL INFORMATION? |
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 |
|
Your choices will
apply to everyone on your
account. |
Check any/all you want to limit:
For California clients only. Do not share information with your affiliates for any
reason not permitted by law.
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