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Privacy Policy

Effective Date: March 31, 2025

Introduction

We understand that you care how information about you is collected, used and shared, and we appreciate the trust you place with us. At the core of our commitment to protect the financial well-being of you and the people that matter most in your life is a commitment to protect your privacy. Our policies and procedures are designed to protect personal information about you. This Privacy Policy (“Policy”) will help you understand how we collect, use, share and protect any personal information we have about you.

In general, we collect and process personal information necessary to issue you insurance and financial service products (like your name, address, telephone number, payment information), to assist you if you need to file a claim or obtain a benefit (for example, your health information), or to provide you with information on our products or special offers. We also are required to collect and process certain personal information to meet legal and regulatory requirements (for example, to verify your identity). While we share your information with credit unions, our affiliates, service providers, and other businesses that we work with to provide our products and services (“Business Partners”), we do not sell your personal information, and we prohibit any sale of the personal information we share with our Business Partners. As described in more detail below, you may have rights with respect to the information we collect about you. We encourage you to read this Policy carefully, and to contact us if you have any questions.