Online Privacy Statement

https://www.saswealth.com/privacy-policy/

To comply with all applicable laws and regulations impacting the use and disclosure of private information, including, but not limited to title V of the Gramm-Leach-Bily Act (“GLB”) and the Health Insurance Portability and Accountability Act of 1996 (“HIPPA”). In respect thereof, we will:

Not disclose nonpublic personal information, i.e. personally identifiable information including, but not limited to, financial or health information that is not publicly available (“protected information”), about individuals who seek to obtain products and/or services through Duke Insurance & Investments, Inc or any company it represents, and/or clients of Duke Insurance & Investments, Inc. and the companies it represents.

Treat Protected Information as confidential and access to Protected Information will be limited to officers, employees, agents, and representatives of the agent who need to use the information in connection with underwriting, claims administration or other servicing of products and/or services for a particular consumer or client.

Not use or disclose, or permit any of its officers, employees, agents, or representatives to use or disclose, Protected Information except (i) as necessary in underwriting, administering claims, or otherwise servicing the consumer and/or client transactions requested or authorized by the consumer and/or member (ii) as otherwise in compliance with the Duke Insurance & Investments, Inc. Privacy policy; or (iii) as otherwise permitted under GLB and related federal and/or state regulations and legislation.