What Our Customers Say:
Dear Donna: I wanted to take a moment to thank you for the great assistance you've been as our insurance specialist. In a small office, such expertise is not readily available without diverting considerable resources to develop it among current staff, which ends up diverting their attention from regular assignments. You have been of immeasurable assistance, and easily accessible, for information, troubleshooting and help with individual questions and issues staff has had from time to time with our insurance providers. I especially appreciate your keeping me informed and up-to-date, and your annual visits to meet with our staff to update them on changes in our insurance programs. Thanks for all your help, and I would be pleased to recommend your service to any other organization.

Sincerely yours,
Richard H. Schwarz
Executive Director
AFT-Oregon, AFT, AFL-CIO

NOTICE OF PRIVACY POLICY AND INSURANCE INFORMATION PRACTICES
OF DONNA M. CARLSON INSURANCE
455 N. W. Fremont Street, Camas, WA 98607

Dear Customer,

At Donna M. Carlson Insurance, maintaining your trust is a top priority.
We are committed to protecting the personal and financial information you entrusted to us when you decided to do business with us. In accordance with federal privacy regulations, we have prepared the following notice: Donna M. Carlson Insurance Privacy Policy, to inform you about the type of information we may collect, how we will and will not use the information, and the various safeguards we have in place to keep all information secure. The following notice describes our policies and practices with regard to collecting and disclosing nonpublic personal information about our customers and former customers.

Confidentiality and Security of Your Nonpublic Personal Information
We maintain appropriate physical, electronic and procedural safeguards to maintain the confidentiality and security of your nonpublic personal information contained in our records. We restrict access to nonpublic personal information about you contained in our records to our employees who need to know that information to provide products or services to you.

Categories of Information That We Collect
We collect nonpublic personal information about you from the following sources:

  • Information that we receive from you on applications and other forms;
  • Information about your transactions with our affiliates, others or us;
  • Information that we receive from a consumer protection agency;
  • Information that we receive when you visit us through e-mail and the Internet.

Categories of Parties to Whom We May Disclose Information
We may also disclose nonpublic personal financial information about you to our affiliates. We may disclose nonpublic personal information about you to nonaffiliated third parties as permitted or required by law.

Changes to Our Notice of Privacy Policy and Insurance Information Practices
We reserve the right to change our privacy policies and insurance information practices. If we make any changes to our policies or practices, we will provide you with a copy of a revised notice as required by applicable law.


2003 Donna M. Carlson Insurance | Privacy Policy A Pop Art® Production