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PRIVACY PLEDGE

We value your relationship with us, and we know that respect for your privacy is a foundation of that relationship. As a commitment to this foundation, it is our policy not to disclose the information you share with us. Every member of The Insurance Solutions Team accepts the responsibility of preserving the confidentiality of all matters discussed with each client and all information received from their files. Our Privacy Principles guide us in serving the privacy needs of our clients.

Insurance Solutions Privacy Principles

1. Recognition of a client's Expectation of Privacy:
   At Insurance Solutions, we believe the confidentiality and protection of client information is one of our fundamental responsibilities.
2. Use, Collection, and Retention of client Information:
   Insurance Solutions limits the use, collection, and retention of client information to what we believe is necessary or useful to conduct our business, provide quality service, and offer products, services, and other opportunities that may be of interest to our clients.
3. Maintenance of Accurate Information:
   Insurance Solutions recognizes that it must maintain accurate client records. Therefore, Insurance Solutions has established procedures to maintain the accuracy of client information and to keep such information current and complete. These procedures include responding to requests to correct inaccurate information in a timely manner.

Privacy Notice for Clients of Insurance Solutions

The importance of keeping this trust is unquestioned. You have our personal guarantee of total confidentiality. As professionals we regard this as of highest importance. However, Insurance Solutions, like all providers of personal financial products or services, is now required by law to inform its clients of its policies regarding the privacy of client information.

Types of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that is provided to us:

1. By you, such as name, address, social security number and asset, liability, and income information.
2. Obtained by us with your authorization.
3. Information about your transactions with us, our affiliates, or others, and
4. Information we receive from a consumer-reporting agency.

Parties to Whom We Disclose Information

For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our relationship except as required or permitted by law. Permitted disclosures include, for instance, providing the nonpublic personal information about you to our employees or affiliates, and in limited situations, to unrelated third parties who need to know that information to assist us in providing products or services to you. In all such situations, we attempt to stress the confidential nature of the information being shared.

Protecting the Confidentiality and Security of Current and Former Clients' Information

We retain records relating to the financial products and services that we provide so that we are better able to assist you with your needs. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with federal standards.

Health Information

We may collect personal health information for certain types of insurance policies. We do not share personal health information with anyone except as necessary to underwrite such a policy, administer claims or as otherwise requested by you or required or permitted by law.

Please call if you have any questions, because your privacy and our ability to provide you with quality financial products and services are very important to us.