STRIVE Wealth & Protection Planning LLC recognizes that the cornerstone of our success is the trust and confidence of our customers. To provide you with the most effective and convenient access to our broad range of products and services, STRIVE Wealth & Protection Planning LLC and our affiliates must maintain information about you. Because keeping your information secure and private has always been one of our top priorities, you are not required to take any action with us to further protect your privacy.
This notice lets you know how we collect information about you, the type of information we collect and what we may disclose to our affiliates and nonaffiliated third parties. It also details the steps we take to protect nonpublic personal information.
We must collect a certain amount of information to provide customer service, offer new products or services, evaluate benefits and claims, administer our products, and fulfill legal and regulatory requirements. Specific language and examples may not apply to all customers, and the data we collect varies accordingly.
Examples include information:
While protecting customer information is important, we may find it necessary in the course of conducting business to disclose any information we collect about you including but not limited to the examples shown of the information we collect, as well as information pertaining to your beneficiaries, policy coverage and premium. This would occur in some or all of the following circumstances.
We may share information only as permitted or required by law with::
Personal health information will be shared only with proper written authorization or as required by law. We will not share medical information or motor vehicle reports for marketing purposes.
Information obtained from a report prepared by an insurance-support organization may be retained by that organization and disclosed to others.
We are committed to maintaining the security of our customers' personal information. To ensure such information is used only in the manner we have described in this policy, we have instituted the following safeguards:
If required by law and upon written request, we will inform you as to whether a consumer report was requested, as well as provide the name and address of the consumer reporting agency that furnished the report.
If permitted by law, we may share credit reporting information about you with our affiliates. We are permitted by law to share other information with our affiliates, such as information related solely to our experiences or transactions with you, including account balance and payment history. If this information is shared with our affiliates, it would only be to service the business or as required by law.
If required by law and upon written request, we will make information from your file available for your review. We are unable to provide information collected in connection with, or in anticipation of, any claim or lawsuit or any medical information we have obtained from a health care provider.
If you notify STRIVE Wealth & Protection Planning LLC that any information is incorrect, we will review it. If we agree, we will correct our records. If we do not agree, you may submit a short statement of dispute, which will be included in any future disclosure of information.
If you have any questions about the right of access or wish to access your file (as permitted by law), please contact us at the address below and include a copy of your personal identification, such as a driver’s license or photo identification.
Upon clicking this link, you are leaving this website. The website you are going to is not controlled by the companies of Clear Creek Financial Management LLC or STRIVE Wealth & Protection Planning LLC and the content thereon has not been reviewed or approved by the companies of Clear Creek Financial Management LLC or STRIVE Wealth & Protection Planning LLC. The companies of Clear Creek Financial Management LLC or STRIVE Wealth & Protection Planning are not responsible for any information contained on these pages.