Advisor Privacy Statement & Consumer Consent Form
This privacy policy ensures insurance advisors protect client personal information (PI) with consent, using it for tailored advice, product suitability, and regulatory compliance, sharing only with Qualified Financial Services Inc. for administration, and never selling or using it for external marketing.
Clients can access, correct, or request PI destruction, opt out of marketing, or withdraw consent via the Privacy Officer, though this may limit services. Advisors may hold extra documents (e.g., wills) separately, with insurance companies not liable unless directly requested. PI is safeguarded, and clients sign to confirm consent for its handling and electronic communications.