Privacy Policy

Notice of Privacy Policy and Insurance Information

Practices of Johnson & Dugan Insurance Services Corporation
Johnson & Dugan has been and continues to be bound by professional standards of confidentiality. We have always placed the highest level of priority on protecting your right to privacy. The following notice describes our policies and practices with regard to collecting and disclosing nonpublic 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.

Use of Cookies

  • Our website also uses cookies, tracking pixels and related technologies. Cookies are small data files that are served by our platform and stored on your device. Our site uses cookies dropped by us or third parties for a variety of purposes including to operate and personalize the website. Also, cookies may be used to track how you use the site to target ads to you on other websites.

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

Accuracy of Your Nonpublic Personal Information That We Possess
We strive to maintain the accuracy of your information. In order to help us maintain accuracy, you have the right to reasonably access your information. If you believe any of your information in our possession is inaccurate you may request that we amend, correct or delete the information that you believe to be erroneous. If we concur with your
conclusion, we will amend, correct or delete the information in question. You may write the agency at the address below to receive our complete policy on accessing and amending your nonpublic personal information contained in our records.

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.

PDF of this Privacy Policy

Johnson & Dugan

CA Insurance License 0649686. Investment advisory services offered through Global Retirement Partners, LLC, a registered investment advisor. Global Retirement Partners, LLC, and Johnson & Dugan Insurance Services Corporation are separate and non-affiliated companies. All J&D email communications are HIPPA Security Compliant and accessible through the J&D secure email messaging center.

Privacy Policy | Disclosure Statement

Contact

650.266.9700 | info@johnsondugan.com

Johnson & Dugan
390 Bridge Parkway, Suite 200
Redwood City, CA 94065

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