Latham Agency, Inc recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Latham Agency, Inc will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. Latham Agency, Inc will provide the privacy statement to all clients annually. We want our clients to understand what information we collect, how we use it, and how we protect your personal information.  

We gather information about you so that we can:  

• Help design and implement the insurance and planning related services we provide you; and  
• Comply with the Federal and State laws and regulations that govern us.  

We may collect the following types of “nonpublic personal information” about you:  

•  Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information.  

• Information that we generate to service your insurance needs.  

• Information that we may receive from third parties with respect to your insurance profile.  

We collect your personal information, for example, when you  

• request quotes for insurance products  

• tell us about your insurance needs or make premium payments 

• purchase insurance products  

We also collect your personal information through the following communication methods: email, text messages, client meetings, and from others, including affiliates and other companies.  

We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to provide insurance services to you, we may disclose your personal information in limited circumstances to various service providers, such as our carrier partners or independent contractors hired by Latham Agency, Inc.  

Otherwise, Latham Agency, Inc will not disclose any personal information about you or your account(s) unless one of the following conditions is met:  

• We receive your prior written consent; or  

• We have documentation that the recipient is your authorized representative; or  

• We are required by law to disclose information to the recipient  

Arrangements with companies or independent contractors not affiliated with Latham Agency, Inc will be subject to confidentiality agreements.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Privacy has always been important to Latham Agency, Inc. We restrict and limit access to client information only to those who need to carry out their business functions. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.  

We may request you provide us with your phone number through multiple communication methods including on our website form. With your consent we may send you text messages. The context of messages varies. Message and data rates may apply. Message frequency varies. Reply STOP at any time to unsubscribe from text messages.