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Privacy Policy

Privacy Policy for Wilson Universal Financial Services, LLC

Last Updated:

October 17, 2024

Introduction

At Wilson Universal Financial Services ("we," "us," or "our"), we are committed to protecting the privacy of your personal information. This Privacy Policy outlines how we collect, use, share, and protect the personal information you provide to us in connection with our insurance and financial services. By using our services, you agree to the terms outlined in this Privacy Policy.

Who We Are

Wilson Universal Financial Services is an independent insurance and financial services agency based at:

3800 Embassy Pkwy Ste 120, Akron, OH 44333

Phone: 330-366-8223

Email: [email protected]

What Information We Collect

We collect personal information to offer you tailored financial services and insurance products. The types of information we may collect include:

Personal Information: Name, address, phone number, email address, Social Security number, date of birth, and financial details.

Health Information: For insurance-related purposes, we may collect health-related information where necessary.

Employment Information: Details about your employment, income, and other financial information that help us assess your needs.

Transaction Information: Details about your transactions with us, such as policy information, claims history, and payment records.

Technical Information: We may collect information such as your IP address, browser type, and interaction with our website for analytics and improving services.

How We Collect Information

Direct Interactions: You provide information by filling out forms, contacting us by phone, or submitting documents for insurance applications or financial advice.

Third-Party Sources: We may receive information from insurance carriers, medical providers, financial institutions, or public databases.

Automated Technologies: We collect data through cookies and similar technologies when you interact with our website.

How We Use Your Information

We use your personal information to provide, improve, and manage our services. Specifically, we use your data for:

Insurance and Financial Services: Processing insurance applications, managing claims, and providing financial advice.

Communication: Sending you information about your policies, services, or related marketing, with your consent.

Compliance: Adhering to legal and regulatory obligations such as anti-fraud and anti-money laundering checks.

Improving Services: Analyzing data to enhance our products, customer service, and website experience.

Sharing Your Information

We do not sell or rent your personal information to third parties. However, we may share your data with trusted partners and service providers, such as:

Insurance Carriers: To process your insurance applications and claims.

Third-Party Service Providers: Companies we work with to perform administrative tasks, such as IT support, payment processing, or legal services.

Regulatory Authorities: As required by law, we may disclose information to comply with legal obligations, such as subpoenas or court orders.

Your Data Rights

You have the following rights regarding your personal information:

Access: You can request details of the personal information we hold about you.

Correction: If your information is inaccurate or incomplete, you can ask us to correct it.

Deletion: You may request that we delete your personal information where it is no longer necessary for the purposes for which it was collected.

Opt-Out: You can opt out of receiving marketing communications at any time by contacting us.

How We Protect Your Information

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, disclosure, or misuse. These measures include encryption, access controls, and regular security audits.

Retention of Personal Information

We retain personal information only for as long as necessary to fulfill the purposes outlined in this policy, or as required by law. Once your data is no longer needed, we will securely delete or anonymize it.

Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your experience, analyze site traffic, and for marketing purposes. You can control cookies through your browser settings.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page, and we will notify you of significant changes via email or through our website.

Contact Us

If you have any questions about this Privacy Policy or how we handle your personal information, please contact us at:

Wilson Universal Financial Services

3800 Embassy Pkwy Ste 120, Akron, OH 44333

Phone: 330-366-8223

Email: [email protected]