Anthony Steuer Insurance
Services
Life and Disability Insurance Analyst
PRIVACY POLICY
Last Revised May 13, 2001
Federal law requires that I notify you of my privacy
policy. My clients expect their confidential information to
be treated with the utmost discretion. I take this
responsibility seriously and information given to me in
confidence remains confidential.
Customer information: The information you
provide is needed so that I can make appropriate insurance
and other recommendations. Some of this information is
known as nonpublic personal information. I have no need to
seek or collect nonpublic personal information from third
party sources, since my clients provide this information
directly. I strive to maintain accurate, up-to-date records
in order to serve my clients. Any inaccuracies that are
called to my attention are corrected promptly.
Sharing information: I do not share
nonpublic personal information with any outside persons or
organizations.
I cannot rule out the possibility that, at some future date
we may need to contract with a third party source of
administrative or technical support. In such case I will
require the third party to agree to safeguard such
nonpublic information and to use it only for the agreed
purpose.
I do not sell, rent, or loan my client list to any third
party. I do not give prospective clients the names of
existing clients unless the client has authorized me to do
so.
Access to and protection of information:
Only those governmental agencies with a valid reason have
access to my files containing nonpublic personal
information. I maintain security standards to protect
nonpublic personal information.
Disclosure of privacy policy: I am sending
you this privacy notice for informational purposes and I
will update it as required by law. If you have any
comments, suggestions or questions about my privacy policy,
please let me know.
326 Ansel Avenue, Alameda, CA 94501
(510) 337-9468 (Phone), 800/450-8909 (Toll-Free Phone),
(510) 337-9467 (Fax)
e-mail: tony@tonysteuer.com, web: www.tonysteuer.com,
Insurance License #LX0721016