The best way to help the poor is to make sure you're not one of them........... and then to re-arrange your estate plan to give back massively to less fortunate people using other people's money.
Our Privacy Policy:
Charis Financial respects your right to privacy and safeguarding your personal information. As a result of federal legislation, we have a made a firm commitment to protecting your privacy by informing you of why and how we collect, use and disclose your personal information. You can be assured that we will only handle your personal information with the utmost care.
Personal Information Collected
Depending on the purpose(s) for which we may need to collect your personal information, we may ask for the following information about you including:
• Basic information such as your name, address, telephone and fax numbers,
e-mail address, birth date and marital status.
• Credit records
• Driver’s record
• Details about your property such as the value of your home and its contents
• Medical information
• Employment information
We may obtain this information from:
• You
• Insurance companies
• Other insurance brokers or agents
• Credit organizations
• Motor vehicle and driver licensing authorities
• Financial institutions
• Medical professionals
Why do we collect personal information?
When you first become a client or whenever you acquire or renew a product from us, we need to collect some of your personal information. Common purposes for which we collect your personal information are to:
•Enable us to acquire or renew an insurance policy for you;
• Assist you and assess your ongoing needs for insurance;
• Assess your need for other products, such as
financial products, and to offer them to you;
• Ensure your information is accurate and up-to-date; and
• Protect us both against error or fraud.
Who do we disclose your personal information to?
For many of the purposes identified above, we will need to share your personal information with others in order to serve your needs. These other parties commonly include:
• Insurance companies
• Other insurance brokers or agents
• Credit organizations
• Professionals working with us such as
estate lawyers and or certified general accountants
• Financial institutions. For example,
the organization that carries your mortgage.
You will be notified before any information is shared. A Letter of Permission to Share Information is always used.
How we protect your personal information.
In order to protect your personal information and right to privacy, we will:
• Not collect, use or disclose your personal information for any purpose
other than those that we identify to you.
• Keep your personal information only for as long as
we need it to fulfill the stated purpose or as required by law.
• Maintain your personal information in as accurate,
complete and up-to-date a form as possible.
• Safeguard your personal information to the best of our ability.
• Respond to any request you may make to access or
correct the personal information we hold about you.
• Obtain the appropriate consent from you for the collection,
use or disclosure of your personal information.
Privacy Internet Communication
As the privacy of communication over the Internet cannot be guaranteed, we do not assume any responsibility for any harm, loss, or damage that might occur by the sending of personal and confidential information.
Consent
In using this site, you signify your consent to our privacy policy. If you are not in agreement, please do not use the site. We reserve the right, at our discretion, to update, change, modify, add, or remove this policy from time to time, as appropriate. Should we make changes, we will publish these on the site in a timely fashion.
Upon request, an individual will be informed of the existence, use, and disclosure of his or her personal information which is under our control, and may be given access to, and challenge the accuracy and completeness of that information.