America United Wealth Planning
This Notice describes how we protect, collect, use, and share customer information. Customer information means all nonpublic information related to an identified individual, which is sometimes called personally identifiable information. Customer information does not include anonymized data or de-identified data, which do not identify an individual.
Our Privacy Principles
AUWP does not sell customer information.
We do not allow those who are doing business on our behalf to use our customer information for their own marketing purposes.
We contractually require any person or organization providing products or services on our behalf to protect America United Wealth Planning customer information.
Customer medical information is not shared within America United Wealth Planning unless:
you expressly authorize it; or
it is permitted or required by law; or
we handle information about former and prospective customers the same as existing customers.
Protecting Customer Information
We maintain physical, electronic, and procedural safeguards to protect customer information and to comply with federal and state laws. In addition, we review our policies and practices, monitor our computer networks, and test the strength of our security.
We retain customer information for legal, auditing, regulatory, and business purposes.
Customer Information We Collect
We collect customer information in different ways. For example, we gather information from:
Applications and other forms related to our services and through conversations with America United Wealth Planning employees.
Use of ®, our mobile sites and applications, our social media sites and applications, and interactions with our online advertisements.
How We Use Customer Information
We use customer information, sometimes including consumer report information, to do things such as:
Maintaining an advisor-client relationships.
Protect against fraud and unauthorized transactions.
Confirm your identity.
Enhance your customer experience and improve our products and services.
Offer you other insurance and financial services products.
Develop and offer new products and services.
Perform other activities as required or permitted by law.
How We Share Customer Information
For our everyday business purposes, for public policy purposes, and as permitted or required by law.
As needed, to handle your case. For example, we may share name, address, and coverage information with an insurance company, when seeking an insurance policy from that company.
With companies that perform marketing or other services for us or with whom we have joint marketing agreements. These agreements allow us to provide a broader selection of insurance and financial products to you.
As needed, to protect against fraud and unauthorized transactions and in connection with the investigation, establishment, and defense of legal rights.
Information for Internet, Mobile, and Social Media Users
In addition to the information collection and sharing practices described above, America United Wealth Planning website properties and mobile applications may use common tracking technologies. This includes, browser cookies, “Local Shared Objects” (such as “Flash” cookies), analytical tools, device IDs, or other technologies. We also collect certain technical information about the device you use to access our site or services, such as user-agent, time stamp, hardware type, language and time zone settings, IP address, OS type and version, and installed fonts. Our mobile and social media applications will contain a statement describing what information is collected from your use of that particular application. Currently, we do not support the necessary technology to respond to Web browser “do not track” signals or other, comparable mechanisms.
We, along with our vendors, use several common tracking technologies on our website properties and in our mobile applications to collect information about your computer or device. These may include browser cookies, local shared objects (such as “Flash” cookies), analytical tools, or other technologies. We use these tools to:
Acknowledge our customers and visitors.
Improve our websites, services, and functionality.
Better understand the interests of our customers and our website visitors.
Assist with marketing and serve you with advertising and other content in which we think you will be interested. To do so, we may observe your behaviors when you interact with us on our properties, like websites or emails, or on other websites we do not control. We may also use information about your browsing history or your current interaction with our website properties or mobile applications that we collect from you or obtain from vendors.
Prevent and investigate fraud.
Other Important Information
If you have questions about this Notice, you may contact us with questions about this Notice by:
writing us at: AUWP@Americaplanning.com