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Promark Financial: Prvacy Policy
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Promark Privacy Policy

Promark Financial has been dedicated to creating value for you, our customer, since 1988. With over 17 years of experience, you can rest assured that we will do our utmost to give you the caring and professional service you have come to expect, and to protect your privacy and security.

This notice will give you information on our privacy policy, the types of Nonpublic Personal Information we collect, how we use it, and the steps we are taking to protect your personal information.

“Nonpublic Personal Information” refers to personally identifiable information that is not available to the public

“Employees, Representatives, Agents, Affiliates, and Business Partners” refer to individuals or entities that act on our behalf.

Collection Limitation and Purpose Specification
In order to serve you, comply with government regulations, and improve our products and services, our Employees, Representatives, and Agents may collect Nonpublic Personal Information about you, including:

  1. Information you provide to us on applications or forms (ex. your telephone, Social Security and account numbers, assets, income, martial status, beneficiaries, and Nonpublic Health Information, such as medical reports to underwrite insurance policies, process claims, or for other related functions.)
  2. Information we receive from an outside company, such as a credit reporting agency, employer, and state and federal agencies. (ex. your credit worthiness and credit history, payment history)
  3. Information about transactions with us, our affiliates and our business partners (ex. your policy coverage, payment history, premiums, and other account information)

Use Limitation We are periodically required to disclose Non Public Personal Information to third parties, such as insurance carriers, credit reporting agencies, and federal and state regulators, in order to service you. We may also share some of this information with companies that perform services on our behalf (such as the mail service that prepares and mails documents to you).

We do not share your Nonpublic Health Information unless authorized by you or allowed by law.

Our privacy policy applies, to the extent required by law, to our agents, representatives, and affiliates when they are acting on Promark Financial’s behalf.

Security Safe Guards We are committed to protecting the security and integrity of customer information through procedures and technology designed specifically for this purpose.

  1. We limit employee access to client information to those who have a business reason to know.
  2. Our physical, electronic, and procedural safeguards meet or exceed federal standards regarding the protection of your information.
  3. We require our affiliates, business partners, and contracted third parties who work with us to adhere to strict privacy standards throughout their contracts.
  4. We use technological means (including backup files, virus detection and eradication software, and firewalls) to protect against unauthorized access to client information.

Your Options At Promark Financial we do not share or sell your Nonpublic Personal Information with non-affiliated third parties unless you authorize us to do so. If you wish us to share your information, you must notify us in writing at:

Promark Financial 3 Imperial Promenade Suite 920 Santa Ana , CA 92707
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