Privacy Policy Disclosure

At One Source Advisors, Inc., we value you as a customer and we share your concerns about privacy.
We are providing this information to explain how we treat personal customer information that is not public.
This is information we obtain from you or other sources when we provide you with products and services.
We want you to know that we respect your privacy, and we protect your information.

Federal legislation called the Gramm-Leach-Bliley Act (“Act”) requires, among other things, insurance agencies and other entities to disclose their privacy policies.

We at One Source Advisors, Inc. have always realized the importance of protecting the privacy of our clients and we are committed to maintaining that confidentiality. As part of our insurance business we obtain certain non-public personal information. This information includes information we receive on application and enrollment forms as well as information we may receive from insurance companies and other outside parties. This information may include the person’s health information such as his or her past, present or future physical, mental or behavioral health as well as other data.

We do not disclose this information except as permitted or required by law or to those individuals and companies involved in administering or providing services for employee benefit plans. For example, we may share this information with insurance companies and other entities that assist with underwriting, risk management and other insurance functions as well as assist us with policy placement or issuance.

We maintain physical, electronic and procedural safeguards to protect all non-public personal information. We also limit the availability of this information to our employees for legitimate business purposes. All our employees have been trained to respect the member’s privacy concerns and all employees have been made aware of the responsibility to safeguard this information. These policies are in effect for both current and past clients.

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