Privacy Policy - Shaun Life Financial

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SHAUN MEDWYNTER DBA SHAUN LIFE FINANCIAL

Privacy Compliance Officer: Shaun Medwynter

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300 Airborne Parkway West, Suite 208, Cheektowaga, New York, 14225
(954) 737-4715

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Program Effective: January 1, 2024

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Table of Contents

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1. Our Commitment

2. What is Personal Information?

3. 10 Principles – Our Responsibilities and How We Comply

4. Appendices

 

Our Commitment 

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At Shaun Life Financial, we are committed to protecting the privacy and confidentiality of the personal information of our clients and employees. This policy applies to our employees and any third-party service providers or representatives with whom we contract.

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What is Personal Information?

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"Personal information" is any information about an identifiable individual. This may include, but is not limited to, information such as name, age, contact details, financial information, and any other data provided to us.

 

10 Principles – Our Responsibilities and How We Comply

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Principle 1 - Accountability

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Shaun Medwynter is the appointed Privacy Compliance Officer, responsible for ensuring our compliance with privacy laws and principles.

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Principle 2 - Identify Purposes for Collection

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We collect personal information primarily to provide life insurance products and services, and for administrative purposes.

 

Principle 3 - Consent

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We obtain consent for the collection, use, and disclosure of personal information, except where legally exempt.

 

Principle 4 - Limit Collection of Information

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We limit the collection of personal information to what is necessary for the purposes identified.

 

Principle 5 - Use, Disclosure, Retention

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Personal information is used and disclosed only for the purposes for which it was collected, unless consent is given or as required by law. We retain personal information only as long as necessary.

 

Principle 6 - Accuracy

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We strive to keep personal information as accurate, complete, and up-to-date as necessary.

 

Principle 7 - Safeguards

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We protect personal information with appropriate security measures against loss, theft, unauthorized access, disclosure, copying, use, or modification.

 

Principle 8 - Openness

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Our privacy policies and practices are available to clients upon request.

 

Principle 9 - Individual Access

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Upon request, individuals will be informed of the existence, use, and disclosure of their personal information and shall be given access to it.

 

Principle 10 - Provide Recourse

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We address any complaints about our compliance with these principles promptly and effectively.

Appendices

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20Appendix A: Safeguarding Information

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• Physical Safeguards: Secure office premises with controlled access. Locked file cabinets for storing physical documents containing personal information.

• Operational Safeguards: Policies and procedures for handling personal information. Employee training on privacy and data protection. Access to personal information on a need-to-know basis.

• Technological Safeguards: Use of secure networks and encryption for electronic data. Regular backups and secure storage of electronic records. Password protection and access controls for IT systems.

 

Appendix B: Receiving and Processing Access Requests - The Rules

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All requests for access to personal information must be made in writing to the Privacy Compliance Officer. We will respond to requests within a reasonable timeframe, not exceeding 30 days. If additional time is required, the individual will be informed within the initial 30-day period. Assistance will be provided to individuals to help them make their access request. Minimal or no cost will be charged for providing access to personal information.

 

Appendix C: Receiving and Responding to Inquiries and Customer Complaints – Our Procedures

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All privacy-related complaints or inquiries should be directed to the Privacy Compliance Officer. Complaints will be acknowledged and investigated promptly. Appropriate measures will be taken if a complaint is found to be justified, including amending policies and procedures if necessary. Individuals will be informed of the outcome of the investigation regarding their complaint.

Contact Us
For any questions or concerns regarding our Privacy Policy or the management of your personal information, please contact our Privacy Compliance Officer, Shaun Medwynter, at (954) 737-4715