Effective Date: January 1, 2025
PJReese Agency LLC is committed to protecting the privacy and security of our clients' personal and financial data. This policy outlines how we handle information gathered through our digital platforms and advisory services.
We collect information necessary to provide insurance advisory and risk management services, including contact details and basic financial profiles. This information is provided voluntarily by you through our consultation requests.
Your data is used solely for the purpose of architecting insurance portfolios and managing client relations. We do not sell, trade, or lease your personal information to third parties.
We maintain industry-standard administrative and technical safeguards to ensure data confidentiality in compliance with state and federal insurance regulations.