Privacy Policy

The Neely Group



Privacy Policy



The Neely Group like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. The Neely Group have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.



Types of Nonpublic Personal Information We Collect:



We collect and use the information to the extent needed to conduct our business and to meet high quality service standards.



We restrict access to the information to authorized individuals who need to know this information to provide service and products to you.



We will verify that any persons requesting information about you or your relationship with us is entitled to such information prior to providing it. For example, we may give information to heirs/beneficiaries concerning the existence and amount of life insurance, annuity contracts, and investment accounts following receipt of notice of the death of a client.



Parties to Whom We Disclose Information:



For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.



Protecting the Confidentiality and Security of Current and Former Clients’ Information:



We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.



If we change our privacy practices, we will provide you notice of all material changes. This privacy notice supercedes all previous notices with respect to matters described herein.



It is our goal to ensure that all the information we collect is accurate and complete. We will work with you to correct any inaccurate information once you notify us of an error.







William T. Neely



 

See Attached Walnut Street/MetLife Privacy Notice

https://www.walnutstreet.com/RPP/Public/StaticFiles/BD/PUBFILES/PDF/PUBLIC_WSS_Disclosure.pdf