Privacy Policy Statement
Taggart and Associates, Inc.

When you choose to purchase insurance through Taggart and Associates, you not only entrust us with your insurance needs, but also with your personal, health, and financial information. We are committed to respecting your privacy and keeping that information secure and confidential.

For Your Benefit:

In order to provide competitive insurance products and services that best suit your needs, we may collect the following nonpublic personal information about you:

  1. Information provided by you on policy applications and other forms, such as your name, address, telephone numbers date of birth and Social Security number.
  2. Information from your interactions with Taggart and Associates, such as your account numbers, policy numbers, account balances, transaction history and other financial information.
  3. Information that we receive from a consumer reporting agency to ensure the accuracy of account data, driver information or to assess credit worthiness as it applies to underwriting requirements.

Our Commitment

We do not disclose any nonpublic personal information about you to nonaffiliated third parties except as permitted by law.  In order to service your insurance needs and to effect transactions that you request or authorize, we will provide your nonpublic personal information to insurance companies that provide insurance products and services on your behalf.  We require these outside companies to protect the confidentiality of your information and to use the information only for the purpose for which the disclosure is made.

We restrict access to your nonpublic personal information to our employees who need to know that information to provide products and services to you. Furthermore, we maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information.

We will continue to adhere to the privacy policy described in this notice even after your account is closed or becomes inactive.