This disclosure is to advise you that the purchase of any insurance product or annuity from or on the behalf of Green Belt Bank Insurance Services, Inc. is not a deposit or other obligation of, or guaranteed by Green Belt Bank & Trust or any affiliate of Green Belt Bank & Trust.
The insurance product or annuity is not insured by the Federal Deposit Corporation (FDIC) or any other federal government agency of the United States, Green Belt Bank & Trust, or any affiliate of Green Belt Bank & Trust.
The insurance product or annuity may have investment risk associated with the product, including the possible loss of value.
Green Belt Insurance Services values you as customers and respects your right of privacy. We want to assure you that we have taken steps and will continue to take steps to maintain and safeguard your information. This privacy policy summarizes and describes our efforts to meet this objective. In this notice you will discover what information we collect, how we use it, and how we protect it from unauthorized sources.
We recognize the importance of respecting the privacy of our customers. We have established physical, electronic and procedural protections to ensure that your personal information is kept confidential in accordance with this policy. We want to assure you that any information that we gather is used strictly to affect, administer, or enforce a transaction requested or authorized by you. Furthermore, we also restrict access to your personal information within our organization to those employees who need the information to service your account.
We collect personal information about you and all applicants from the following sources:
- Information you provide when submitting an application;
- Information from affiliated companies;
- Information from claims adjusters or other individuals or entities concerning the processing or administration of claims that you may have as the result of purchasing an insurance product from us.
- Information about your transactions with us or with others as it pertains to insurance coverage in place.
- Depending on the product requested and in order to verify your information and properly underwrite your request, we may obtain information from consumer reporting agencies (including credit information), governmental agencies such as motor vehicle records, underwriting services such as CLUE or Fair Isaac, medical providers, and/or others.
We use your information for the following reasons:
- To protect you. The information we maintain about you and your policies of insurance help identify you and help protect against unauthorized access to your information.
- To provide service. Your information helps us respond to your inquiries more efficiently.
- Every policy we offer is designed to protect you and/or your property. The information we gather is analyzed and processed by us and the insurance companies we represent in order to provide you with the best product at a reasonable price.
When we disclose your information we do so only for specific purposes as permitted by law. Accordingly, when we disclose information, we require companies to which we disclose your information to maintain and protect its confidentiality. We may disclose information to the following types of outside companies or entities:
- Insurance companies to which you apply for insurance coverage.
- Insurance brokers or other agents to enable us to provide insurance coverage requested by you.
- Independent contractors, such as technical systems consultants, who program our software or maintain our systems to help us administer services and offer products for you.
For information on Green Belt Insurance Services, contact James Stephenson, Agency Manager, at (641) 648-9349 or
(800) 648-2544 or email.
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