Respect for our customers’ privacy has long been highly valued at Appel Insurance Advisors, LLC. Not only is it what our customers expect, it’s the right way to conduct our business. The trust of our customers and potential customers is our most valuable asset and the reason we are in business. This trust is built, in part, upon the proper handling of personal information.
You are receiving this privacy notice because you are either an Appel Insurance Advisor client, or are considering becoming our client. This notice describes Appel Insurance Advisor’s practices and policies concerning our handling of your personal information.
Appel Insurance as referred to in this privacy notice refers to Appel Insurance Advisors, LLC, Suite 305, One Gateway Center, Newton, MA 02458. The safety and security of customer information is of paramount concern to us at Appel Insurance. We maintain physical, electronic and procedural safeguards to protect that information. We treat the information we gather about you in a confidential manner. This data may be non-public personal, financial and health information about you that we collect from you. We also collect information from applications, various forms, and other sources to be able to determine your needs for services and products we provide.
Appel Insurance does not share customer information with other companies for marketing purposes. As part of processing or servicing your contract or account, and for other legally permitted or required purposes, Appel Insurance may disclose your non-public personal, financial and health information, if applicable. This may include providing such information to insurers, medical examination facilities and other service providers working with Appel Insurance to complete a transaction you request, or to other professional advisors so that we may best service your contract or account, however no information will be provided without your signed authorization.