About Bruen Deldin DiDio
Clocktower Commons

Bruen Deldin DiDio Privacy Statement

Adopted November 1st, 2013

l. Introduction
As a current customer of Bruen Deldin DiDio, we would like to take this opportunity both to thank you for your business and to share with you the importance our agency places upon protecting the privacy of information we gather from you in accordance with applicable state and federal laws.

Bruen Deldin DiDio is a member of the financial services industry and, as such, our agency has been and continues to be subject to federal and state privacy laws regarding the collection and exchange of your information. The following is Bruen Deldin DiDio’s privacy policy regarding the customer information we collect. Contained in this privacy policy you will find: 1) an explanation of the types of information Bruen Deldin DiDio collects from our clients and the means used to collect such information, 2) an explanation of how Bruen Deldin DiDio shares the information collected from our clients, 3) an explanation of how Bruen Deldin DiDio protects client information, and 4) an opportunity for you to opt-out of certain types of information sharing in which Bruen Deldin DiDio engages.

II. Information we collect and the means used to collect
Bruen Deldin DiDio collects information about our customers that is necessary to provide those services usual and customary to independent insurance agents. Bruen Deldin DiDio collects this necessary information from the following sources:

To collect customer information from the above-stated sources, Bruen Deldin DiDio may use the following means of communication to gather information: written, in-person, by telephone, by facsimile, electronically and online.

III. How we share client information with nonaffiliated third parties
We don’t share information about our customers or former customers with nonaffiliated third parties other than as permitted or required by law. For example, Bruen Deldin DiDio may share client information with nonaffiliated third parties without your permission for the following reasons:

IV. Information sharing of which you may opt-out
Affiliate sharing of which you may opt-out: Unless you opt-out, we may share with our affiliated companies information about you, including, but not limited to: information we obtain from your insurance application, such as your income or your marital status; information we obtain from a consumer report, such as your credit score or credit history; information we obtain to verify representations made by you, such as your open lines of credit; and, information we obtain from a person regarding his or her employment, credit or other relationship with you, such as your employment history.

Our affiliated companies that may receive this information are:

Various insurance companies and brokerage firms we represent, or have brokerage agreements with, DMV, CLUE, providers.

Under no circumstances will we disclose any medical information other than as required or permitted by law.

V. How to exercise your right to opt-out of certain information sharing
To exercise your right to opt-out of certain information sharing, you must complete the attached “Opt-Out Form” and send the completed form to 3 Starr Ridge Rd., Brewster, NY 10509. Your response must be postmarked no later than 30 days from the date you received this notice from us in person in order for it to be valid. If you do not mail this form back or do not mail it back within 30 days, you have not exercised your opt-out right, and we can share the information described.

VI. Our practices regarding information confidentiality and security
We maintain physical, electronic and procedural safeguards to guard your information. These safeguards include but are not limited to the following:


Bruen Deldin DiDio appreciates your business and in order to continue building upon that relationship we believe it is necessary, not only from a legal standpoint, but also as a sound business practice, that our customers understand the care our agency uses in handling your information. Bruen Deldin DiDio will continue to monitor the effectiveness of this privacy policy.

Bruen Deldin DiDio
OPT-OUT FORM

Please read the text below and decide whether you wish to exercise your right to opt out of the information sharing described. If you choose to exercise your right to opt out, you must mail this form back to us at 3 Starr Ridge Road, Brewster, NY 10509. Your response must be postmarked no later than 30 days from the date you received this notice from us in person in order for it to be valid. If you do not mail this form back or do not mail it back within 30 days, you have not exercised your opt out right, and we can share the information described.

I wish to exercise my right under the Fair Credit Reporting Act to “opt-out” of Bruen Deldin DiDio’s sharing information about me with affiliates.


Customer Signature:                                                  Date:


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