Catholic United Financial understands the importance of protecting and securing your nonpublic personal information and using it appropriately. We have and maintain strict policies and procedures to protect the confidentiality of your information during all stages of your relationship with Catholic United Financial. In addition, we maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information. Access to nonpublic personal information about you is restricted to those employees who need to know that information to provide products and services to you. All employees are trained and required to safeguard such information.
We collect personal information about you in order to provide, administer and service financial products and services, including insurance and annuities. The type of information we collect about you depends on the products, services or benefits you request and may include:
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Catholic United regards all of your nonpublic personal information as confidential. However, in the course of conducting our business, there are circumstances in which we may disclose to other parties information we have about you. These disclosures are only made as permitted or required by law. For example, we may disclose the above categories of nonpublic personal information about you to Catholic United Financial’s affiliates. We may share your identifying information (such as name, address, telephone number, age and years of membership) and your fraternal relationship information (such as council name) with council officers in order to facilitate fraternal activities.
We may also disclose the above nonpublic personal information with non-affiliated organizations that perform services for us or on our behalf such as reinsurance, fraternal benefits, printing and mailing. We are also permitted to disclose the above categories of information to help us underwrite insurance, process transactions and administer claims that you request or authorize. In addition, we are required to disclose information about you in certain instances, such as to detect fraud or to comply with an inquiry by a government agency or regulator. Whenever we hire other parties to help us conduct our business, we expect them to maintain the confidentiality of your personal information and abide by all applicable privacy laws. Further, we do not authorize them to use or disclose your personal information for any purpose other than the work they are performing on our behalf or as required by law.
3499 Lexington Ave. N St Paul, MN 55126