Financial Planning and Security
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Benjamin Feely is an independent licensed insurance agent appointed with World Financial Group Insurance Agency.
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Along with his team of financial professionals, Benjamin works to ensure clients goals are met and problems are solved.
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Financial Planning and Security is the website name and may not necessarily reflect the official business name.
Hey There
Welcome to Financial Planning and Security's, Benjamin Feely, Privacy Policy page. Your privacy is of utmost importance to us, and we are committed to protecting your personal information. This policy outlines how we collect, use, and safeguard your data when you interact with our services. By understanding our practices, you can feel confident in the security and confidentiality we provide.
For more detailed information, please read the full privacy policy below. If you have any questions or concerns, feel free to contact us at customersupport@financialplanningandsecurity.com.
Senior Final Expense Insurance
& Financial Solution Products and Services
Privacy Policy - Financial Planning and Security
Privacy Statement
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Introduction
At Financial Planning and Security, Benjamin Feely & partners, we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Statement outlines how we collect, use, and protect your data when you use our services for senior final expense insurance.
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Information We Collect
We collect personal information that you provide to us when you apply for or inquire about our insurance products. This may include:
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Name
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Address
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Date of Birth
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Social Security Number
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Health Information
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Payment Information
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Contact Details (Email, Phone Number)
How We Use Your Information
The information we collect is used to:
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Process your insurance applications and claims
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Communicate with you about your policy and benefits
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Provide customer service and support
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Comply with legal and regulatory requirements
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Improve our services and offerings
Sharing Your Information
We do not sell your personal information to third parties. We may share your information with:
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Insurance underwriters and administrators
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Service providers who assist us in processing applications and claims
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Legal and regulatory authorities as required by law
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Other third parties with your consent
Protecting Your Information
We implement a variety of security measures to maintain the safety of your personal information.
This includes:
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Encryption of sensitive data
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Secure access controls
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Regular security audits and assessments
Your Rights You have the right to:
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Access the personal information we hold about you
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Request corrections to any inaccurate information
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Withdraw your consent for certain data processing activities
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Request the deletion of your personal data under certain circumstances
Changes to This Privacy Statement
We may update this Privacy Statement from time to time. Any changes will be posted on our website, and we encourage you to review this statement periodically.
Contact Us
If you have any questions or concerns about this Privacy Statement or our data practices, please contact us at:
benjamingfeely@financialplanningandsecurity.com
(219) 413-4986
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Effective Date: 8/1/2024
Call
219-413-4986
customersupport
@financialplanningandsecurity.com
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