Privacy Disclosure Statement
Shepherd Financial, LLC values the relationship that we have with you, and we know respect for your privacy is an important part of that relationship. We strive to safeguard your personal information and your right to privacy. We continually review and update our policies and practices aimed at maintaining the security and confidentiality of your personal information.
Types of Information We Collect
Shepherd Financial collects only the information necessary to consistently deliver responsive, high quality services, fulfill legal and regulatory requirements and serve your needs. Information which we collect from our clients to procure and modify insurance, financial coverage or to process a claim includes:
• Information we receive from applications or other forms
• Information about transactions with us or other associated companies we serve as an
agent/broker for your coverage
• Information we receive from a consumer-reporting agency.
Parties to Whom We Disclose Information
Access to client information is strictly limited. We do not disclose any non-public personal or business information about our clients to non-affiliated third parties, except as permitted by law. We may disclose nonpublic information to only the companies that our agency represents as is allowed by section 8(G) of Indiana Department of Financial Rule 760 IAC 1-67.
Protecting the Confidentiality and Security of Client Information
We may collect personal health information for certain types of services that we provide. We do not share personal health information with anyone except as necessary to provide these services, fulfill other administrative requirements or as otherwise requested by you or required or permitted by law.
Information Collected from Our Website
Our websites collect personal information from our clients using active and passive avenues. Information is collected actively by forms, surveys, email, etc. and passively by using technologies that collect IP addresses, browser type, operation system type, etc. The information gathered is to serve our clients better and will be kept secure. Our websites also contain links to affiliated and nonaffiliated companies and their websites. Protection of your personal information after you leave our website will be governed by their security policy and Shepherd Financial cannot take responsibility for their privacy practices.
Reservation of the Right to Disclose Information in Unforeseen Circumstances