Our Privacy Commitment to You.
What Information Do We Collect?
We collect personal information to help us serve your financial needs, offer new products and services, provide customer service and fulfill legal and regulatory requirements. "Personal information" refers to nonpublic personal financial and health information we obtain from you in connection with providing you with a financial product or service. We may obtain this information directly from you or from other sources. The type of information that we collect varies, based on the products or services involved.
It may include:
What Information Do We Disclose?
KRM Financial Services may disclose your non-public personal information as part of servicing and maintaining your policy, contract or account, and for other legally required and permitted purposes. In the normal course of business, we may share personal information with persons or entities involved in servicing and administering products and services on our behalf. These could include: your agent or broker, insurance companies, consumer reporting agencies, medical consultants, firms assisting in administration of policies and claims, companies that perform marketing services on our behalf or other financial institutions with whom we have joint marketing agreements, and other service providers and affiliates assisting us. We will not disclose personal information about current or former customers to non-affiliated third parties, except as permitted or required by law. We do not sell any personal information about you to any third party.
How Do We Protect the Confidentiality of Your Information?
KRM Financial Services has procedures in place that limit access to personal information to employees, representatives and service providers who need to know the information to perform business services or market products on our behalf. We also educate our employees about the importance of protecting the privacy and security of confidential personal information. Finally, we maintain physical, electronic and procedural safeguards that comply with federal and state regulations to guard your personal information.
Please Contact Us With Any Questions.
Advisory services offered through Ausdal Financial Partners, Inc., a Registered Investment Advisor.
Ausdal Financial Partners Iowa: 5187 Utica Ridge Road, Davenport, Iowa 52807
Ausdal Financial Partners Illinois: 3250 Lacey Road, Suite 130, Downers Grove, Illinois 60515
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED
FINANCIAL PLANNER™ and CFP® in the U.S.
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