Privacy Policy

Introduction

At Chéveres Seguros LLC, we value our clients’ trust and are committed to protecting the privacy and security of their personal information. This Privacy Policy describes how we collect, use, disclose, and protect client information in the context of our health insurance, life insurance, supplemental insurance, funeral plans, and individual tax preparation services.

Information We Collect

We collect personal information directly from our clients to provide them with the best insurance and tax advisory services. The types of information we may collect include:

• Identification Data: full name, address, date of birth, and social security number.
• Contact Information: email address, phone number, and mailing address.
• Financial and Health Information: details on income, employment, relevant medical history, and other specifics needed for insurance and tax preparation.
• Transaction Information: details of acquired insurance policies, claims, and any other relevant activity.

Use of Information

We use the collected information to fulfill our responsibilities in offering advisory services for insurance and tax preparation. Specific purposes include:

• Evaluation and management of insurance policies.
• Preparation and filing of tax returns.
• Compliance with legal and regulatory requirements.
• Communication about updates, policy expirations, and regulatory changes that may affect clients.
• Administration of our internal operations, such as audits, compliance, and quality control.

Information Security

We maintain administrative, technical, and physical security measures designed to protect personal information from unauthorized access, destruction, or improper alteration. Our systems are encrypted and regularly updated to ensure data protection.

Client Rights

Our clients have the right to:

• Access and review the personal information we hold.
• Request correction of inaccurate information.
• Request deletion of information in certain contexts, per applicable privacy regulations.
• Withdraw consent for data processing at any time, though this may limit the services we can offer.

Information Retention

We retain client information only as long as necessary to fulfill the requested services or as required by law, regulations, or to protect our rights.

Changes to the Privacy Policy

We reserve the right to update this Privacy Policy at any time. Changes will be posted on our website, and clients will be notified through the communication channels provided.

Contact

For any questions or requests related to this Privacy Policy, you may contact us through:

• Email: chevereseguros@gmail.com
• Phone: 888-8243873
• Address: 571 Monon Blvd Suite 200, Carmel IN 46032.

Acceptance of this Policy

By using our services, clients agree to the terms of this Privacy Policy and consent to the collection and use of their personal information as outlined.

Information Sharing: SMS opt-in and phone numbers collected for SMS purposes will not be shared with third parties or affiliates for marketing purposes.