Privacy Policy

Common Sense Financial Group (CSFG) is your partner in helping you achieve your financial goals. We are dedicated to protecting your privacy and providing you with the highest level of service. We want you to know that we have implemented important procedures and practices designed to safeguard the privacy and security of any information supplied by you.

PLEASE HELP US PROTECT YOUR PRIVACY BY PRACTICING THE FOLLOWING:

  • Do not share your information such as social security number, address or other confidential information with others.
  • Do not provide confidential information by telephone to unknown callers.
  • Do not provide confidential information online unless you initiated the contact or know the party with whom you are dealing. Always provide your information through a secure channel.
  • Properly dispose of your account records.

CSFG PROTECTS INFORMATION ABOUT YOU IN THE FOLLOWING WAYS:

  • We train our employees to protect client information.
  • We continually enhance our security tools and processes.
  • We protect client data by storing information in a database in which only CSFG employees have access.

To prevent unauthorized access, maintain data accuracy, and ensure the correct use of information, CSFG has put in place appropriate physical, electronic, and managerial procedures to safeguard and secure the information we collect.

CSFG uses the information you provide in the contracting process. In addition, it is sometimes necessary to share your information with Insurance Home Offices, but only in the event that the information is needed to issue a policy/contract, discover information about a policy/contract, or help in the process of a problem with a policy/contract being issued.

You may access the data collected by CSFG about you by sending a request to the address listed below. If you believe that an error has been made in the accuracy of the data collected from you, CSFG will correct such error upon adequate verification of the error and the identity of the person seeking the correction.

If you wish to access, remove or correct any personally identifying data you have supplied to CSFG, or if you have any questions about this Privacy Policy, please contact us.