Privacy Policy

Privacy Policy

General Privacy Notice

WFG Insurance recognizes the importance of our customers’ trust. Keeping our customers’ personal information confidential is a top priority for all employees, agents and their staff. This Notice, which is required by state and federal law, explains our Privacy Policies.

We will safeguard, according to strict standards of security and confidentiality, nonpublic, personal information our customers share with us. "Nonpublic, personal information", for example, would include such information as your name, address, social security number,credit information, In addition we do not disclose public information such as salary,gross revenues and ownership. We will maintain safeguards, physical and electronic, to protect that information. We will conduct our business in a manner that keeps personal customer information secure.

We will limit the collection and use of customer information to the minimum we require to deliver superior service and to administer our business. We collect personal information about customers from the following sources:

From customers on insurance applications and related forms;

From your transactions with us, our affiliates or others;

It is our policy that only WFG Insurance employees, agents and their staff who need to know your personal information will access and use it. WFG Insurance who violate our Privacy Policies are subject to the disciplinary process.

It is our policy that we will not share personal customer information (either current or former customers) outside WFG Insurance for any purpose other than the underwriting or administration of a customer’s policy/account or for marketing of additional WFG Insurance products, unless the disclosure has been authorized by the customer or is permitted or required by law.

Whenever we retain other organizations to provide support services on behalf of WFG Insurance, we will require them to protect customers’ personal information.

To help us keep your customer information up-to-date and accurate, please contact your agent if there is any change in your personal information.

When necessary, we will review and revise our Privacy Policies to protect personal customer information.

Health Information Privacy Notice (for health insurance policyholders)

We understand the personal nature of your medical information and are committed to protecting it. If you hold a health insurance policy issued from WFG Insurance.