Woller-Anger & Company, LLC 930 Elm Grove Road Elm Grove, WI 53122 PH 262.789.2500 FX 262.789.2511 Hours: Monday - Friday 8:00 AM - 5:00 PM Congress recently passed the Gramm-Leach-Bliley Act that requires financial institutions to follow some specific guidelines in ensuring the privacy of your financial records and nonpublic personal information.  This is a practice that Woller-Anger & Company, LLC takes very seriously.  We understand the sensitivity of your financial information and records and have always maintained strict control on sharing of your nonpublic personal information. We collect nonpublic personal information and nonpublic health information about you from several sources, such as: Information we receive from you on applications and other forms, such as your name, address, social security number, assets and income. Information regarding your transaction history with us, such as account balance, payment history, parties to transactions and beneficiaries. Information regarding your account history with the insurance company,  such as your payment status and payment history, claims that have been filed, and underwriting information. Information provided by others, such as consumer and governmental reporting agencies, regarding creditworthiness, payment history and driving records. Information provided by health care providers as authorized in writing by you. We protect your nonpublic personal information and nonpublic health information in ways, such as: We do not disclose information about clients, former clients, or prospective clients, to service providers or other third parties, except on the limited basis as permitted by law. We restrict access to your information to authorized individuals who need to know this information to provide service and products to you. We maintain physical, electronic, and procedural safeguards that protect your information. Reservation of the right to disclose information in unforeseen circumstances: In connection with the potential sale or transfer of its interests, Woller-Anger & Company, LLC reserves the right to sell or transfer your information (including but not limited to your address, name, age, sex, zip code, state and country of residence and other information that you provide through other communications)  to a third party entity that (1)  concentrates its business in a similar practice or service; (2) agrees to be Woller-Anger & Company, LLC successor in interest with regard to the maintenance and protection of the information collected; and (3) agrees to the obligations of this privacy statement. You do not need to call, or do anything as a result of this notice.  This notice is meant to inform you of how we safeguard your nonpublic personal financial information.  You may wish to file this notice with your insurance papers. Click here for a printable PDF version of our Privacy Policy