Privacy Policy

Financial Independence Group (FIG) is your partner in helping you and your clients achieve financial goals. We are dedicated to protecting your privacy and providing you with the highest level of service. With improving technology, our industry continues to transform the way information is collected and distributed. We want you to know that we have implemented important procedures and practices designed to safeguard the privacy and security of any information supplied by you.

• Do not share your information such as social security number, address or other confidential information with others.
  
• Do not provide confidential information by telephone to unknown callers.
• Do not provide confidential information online unless you initiated the contact or know the party with whom you are dealing. Always provide your information through a secure channel.
• Properly dispose of your account records.

FIG protects information about you in the following ways:

• We train our employees to protect agent/client information.
• We continually enhance our security tools and processes.
• We protect agent/client data by storing information in a database in which only FIG employees have access.

To prevent unauthorized access, maintain data accuracy, and ensure the correct use of information, FIG has put in place appropriate physical, electronic, and managerial procedures to safeguard and secure the information we collect.

FIG uses the information you provide in the contracting process. In addition, it is sometimes necessary to share your information with Insurance Home Offices, but only in the event that the information is needed to issue a policy/contract, discover information about a policy/contract, or help in the process of a problem with a policy/contract being issued.

You may access the data collected by FIG about you by sending a request to the address listed below. If you believe that an error has been made in the accuracy of the data collected from you, FIG will correct such error upon adequate verification of the error and the identity of the person seeking the correction.

If you wish to access, remove or correct any personally identifying data you have supplied to FIG, or if you have any questions about this Privacy Policy, you may contact us by one of the following:

• Telephone: 800-527-1155
• Direct Mail: 19520 West Catawba Ave. Suite 200, Cornelius, NC 28031
• E-mail: info@figmarketing.com
• Fax: 704-895-5607
  

Please click here to read the Responsibility of Agents

Disclosure: The practices described above are in accordance with federal law. You may have other protections under applicable state laws, such as Vermont and California. To the extent these state laws apply, we will comply with them when we share information about you.