At Builtwell Insurance, we are committed to maintaining strong and meaningful privacy protections for customers. Our privacy policy is designed to inform you about the information we collect, how we use it, and your options about certain uses of information.

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security number and income
  • Account balances and employment information
  • Credit history and transaction history

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Builtwell Insurance chooses to share; and whether you can limit this sharing.

REASONS WE CAN SHARE YOUR PERSONAL INFORMATION Does Builtwell Insurance Agency vshare? Can you limit this sharing?
For our everyday business purposes such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus Yes No
For our marketing purposes to offer our products and services to you Yes No
For our joint marketing with other financial companies No We don’t share
For our affiliates’ everyday business purposes information about your transactions and experiences  Yes No
For our affiliates’ everyday business purposes information about your creditworthiness  Yes Yes
For our affiliates to market to you Yes Yes
For nonaffiliates to market to you  No We don’t share
How does Builtwell Insurance protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Builtwell Insurance insurance collect my personal information? We collect your personal information, for example, when you

  • provide account information or give us your contact information
  • provide employment information or apply for a loan
  • give us your income information

We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.

Why can’t I limit all sharing? Federal law gives you the right to limit only

  • sharing for affiliates’ everyday business purposes — information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

What happens when I limit sharing for an account I hold jointly with someone else? Your choices will apply to everyone on your account.


Affiliates Companies related by common ownership or control. They can be financial and nonfinancial companies.

>> Our affiliate includes a nonfinancial company with a Builtwell Insurance name, Builtwell Insurance Agency.

Nonaffiliates Companies not related by common ownership or control. They can be financial and nonfinancial companies.

>> Builtwell Insurance does not share with nonaffiliates so they can market to you.

Joint marketing A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

>> Builtwell Insurance doesn’t jointly market.