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Privacy Policy Statement

Disclaimer 

The information contained in this website is not intended to be an offer to sell or a solicitation in connection with any product or service by Executive Benefit Plans, Inc. in any jurisdiction where such an offer or solicitation would be unlawful or, in which, Executive Benefit Plans, Inc. is not qualified to do so. Products and services described in this website may not be available in all jurisdictions. The information contained in this website is not intended to be a complete description of all terms, exclusions and conditions applicable to the products and services. For a complete description, contact Executive Benefit Plans, Inc. 

Privacy Policy Statement 

Your inquiries, personal information, and insurance coverage will be maintained exclusively for the purpose of quoting, issuing, and servicing your insurance and retirement needs. Executive Benefit Plans, Inc., and our website, BenefitPlans.com warrants that it will not sell, share or in any manner convey your information to others outside the insurance application and client service process. 

In fact, we strictly operate in accordance with the Gramm Leach Bliley Act (GBLA), the Pennsylvania Department of Insurance Regulation Chapter 146c, and other federal and state agency requirements.  Specifically, we are required to:

(1) Ensure the security and confidentiality of non-public personal information;
(2) Protect against any anticipated threats or hazards to the security or integrity of such information; and
(3) Protect against unauthorized access to or use of such information that could result in substantial harm or inconvenience to any customer.

We have established security measures to protect client data from unauthorized access.  We put systems in place to safeguard your private financial and personal data from our employees and/or other agents and associates who work with us, as well as service providers who we rely on to process information required to service your account.  We have a written policy in place, which we review quarterly to continually update the protection of client data, and we ask all 'Business Associates' to read and sign a 'Financial Privacy Verification and Service Notice Agreement' annually.

If you are a 'Business Associate' who is doing business with us, please download our Financial Privacy Verification and Service Notice Agreement (below) in order to ensure compliance with the Gramm-Leach-Bliley Act (GLBA) and the Pennsylvania Department of Insurance Regulation, Chapter 146c.

 

If you are a Business Associate we ask that you please download, sign and return the form to us at your earliest convenience.

Special Notice to U.S. Residents
Executive Benefit Plans, Inc., and our website, BenefitPlans.com  operates as a licensed agency administering and servicing all states of the United States where permitted by law. Please refer to our Legal Statement for details.

Executive Benefit Plans, Inc. 
1186 Route 56 East - Suite 1188
Apollo, PA 15613 

Phone: 724-478-2411 
info@benefitplans.com 

Contact Us  |  Proposal Request

This website is only intended for viewing by legal residents of the United States of America. 

 

 

Information is provided for review and consideration only. Please consult legal and tax advisors for practical advice pertaining to your business and personal situations.

This page was last reviewed and/or updated on Friday, July 03, 2015 05:21 PM

 

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