Notice of Privacy Practices

What We Do To Protect You Privacy

At W.J. Phillips, Inc. we value your business and we want to retain your trust. In the course of providing products, we may obtain nonpublic personal information about you. Recently enacted laws prohibit unauthorized disclosure of nonpublic personal information. We assure you that such information is used only for the purpose of providing our products and services to you.

Information We Obtain

To assist in underwriting and servicing your policy, we may obtain nonpublic personal information about you. For example, we routinely obtain information through applications, forms related to our affiliates, third parties or consumer reporting agencies. The information may include your name, address, telephone number and payment, credit and claim information. In addition, for life, annuity and disability product, we may obtain your medical history with you permission. The nature and extent of the information we obtain varies based on the nature of the products and services you receive.

Limited Disclosure

W.J. Phillips, Inc. does not disclose any nonpublic personal information about their customers or former customers except as permitted by law.

Protecting confidentiality

Our agents and company associates may have access to nonpublic personal information only for the purpose of providing our products or services you. We maintain physical, electronic and procedural safeguards against unauthorized use of your nonpublic personal information.