Complete Solutions is committed to protecting the privacy and confidentiality of our clients’ nonpublic personal information. We maintain policies and safeguards designed to comply with applicable federal laws and Ohio state regulations governing insurance and financial services.
In the course of providing services, we may collect nonpublic personal information from applications, forms, consultations, website inquiries, and communications conducted by phone, email, or other means, as well as from information obtained while servicing policies or accounts. This information is collected solely for legitimate business purposes, including evaluating, administering, and servicing insurance and financial products, communicating with clients regarding their accounts, and meeting legal and regulatory requirements.
Complete Solutions does not sell, rent, or share nonpublic personal information with unaffiliated third parties for marketing or promotional purposes.
Information is disclosed only with client authorization, when necessary to service a policy or process a transaction with licensed and regulated entities involved in the client’s account, or when disclosure is required or permitted by law. Any disclosure is limited to the minimum information necessary to fulfill the applicable purpose.
We maintain physical, electronic, and procedural safeguards to protect nonpublic personal information from unauthorized access, use, or disclosure. Access to client information is restricted to authorized individuals who require such access to perform their professional responsibilities.
Information submitted through our website is used only to respond to inquiries, provide requested services, or improve client communications and is not sold or used for third-party marketing purposes.
This Privacy Statement may be updated periodically to reflect changes in laws or business practices. Any updates will be posted to this page. If you have questions regarding our privacy practices, please contact Complete Solutions directly.
