In the course of doing business with you, our staff will collect information about you that is necessary for providing you with our services.  We treat all information you provide to us with the utmost respect and confidentiality and recognize the importance of protecting it. Thank you for trusting us enough to do business with us.  Please note that if state law provides more protection than federal law, we will protect information in accordance with state law consistent with the requirements of federal preemption.

Information we Collect

We collect information necessary to provide you with the insurance education services we provide.  We collect certain nonpublic personal information about you, such as your social security number or producer/adjuster license number on registration forms.

How we Protect Your Information

We restrict access to personal information about you to our employees.  We require our employees to protect your information and keep it confidential.  We maintain physical, electronic, and procedural safeguards that comply with applicable regulatory standards to guard your nonpublic personal information.  We do not disclose any nonpublic personal information about you, as or current or former client, except as described later in this notice.

Information we Disclose

We may disclose the nonpublic personal information we collect about you, as described above, to:  (a) process your education transactions with the State of Montana or any other state in which we provide education services, (b) with your written authorization, and (c) otherwise as permitted by law.

Other Information

The information contained on our website is provided for informational use only and does not apply to your particular situation.