Privacy Policy
Title V of the Gramm-Leach-Bliley Act (GLBA) generally prohibits any financial institution, directly or through its affiliates, from sharing nonpublic information about you with a nonaffiliated third party unless the institution provides you with a notice of its privacy policies and practices, such as the type of information that it collects about you and the categories of persons or entities to whom it may be disclosed. In compliance with the GLBA, we are providing you with this document, which notifies you of the privacy policies and practices of Roeding Group Companies.Information We Collect
We collect nonpublic personal information about you from the following sources:
- Information we receive from you on applications or other forms.
- Information about your transactions with us, our affiliates or others.
- Information we receive from a consumer reporting agency.
Information we disclose to third parties
We do not share your personal information with anyone except as permitted by law. We do not sell your personal information to third parties. We do not give your personal information to third parties for any type of promotional or marketing purposes not related to Roeding Group Companies.
- We may share your personal information related to your transactions and experience with us with our insurance affiliates to better market and serve your insurance needs.
- We may also share your personal information with parties other than our insurance affiliates, such as your insurance company and vendors, who help us service your policy, settle claims, process your payments, properly rate your policy and provide additional information to you about our insurance products.
- The preceding statements apply for our investment affiliates and companies.
Our practices regarding information confidentiality and security
We restrict access to nonpublic personal information about you to those employees who need to know that information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your non-public personal information.
Updates to this privacy statement
If we need to amend this Privacy Statement in the future, we will note the date of the revision at the bottom of the page. If we make any substantial changes in the way we use your personal information, we will notify you and provide additional instructions as necessary.
If you have comments or questions concerning this privacy statement please call our office in Northern Kentucky at 859-341-0202 or our office in Lexington, Kentucky at 859-296-4580. If you would prefer to contact us by mail, our addresses are:
2734 Chancellor Dr, Crestview Hills, KY 41017
2525 Harrodsburg Rd Suite 202, Lexington KY 40504
