Why We Need Personal Information from You
We need to collect personal non-public information from you in order to provide you with information regarding products and services we represent. We may also need information from you and others to verify your identity.

Personal Information We Collect
Personal information that we may collect about you includes your name, address, age, social security number, financial and credit history, health, employment, hobbies and similar matters. We will maintain physical and electronic safeguards to protect that information.

Examples of Sources We Use to Collect Personal Information
Most of the information we collect about you comes from the “getting started” table and varies depending on why you have contacted us. We may also obtain information from affiliated third parties which may include other third party agents, previous or current employers, other insurers, healthcare providers and consumer reporting agencies.

How We Use and Disclose Your Personal Information
We limit the collection and use of personal information to the extent required to administer and service your requested needs. We will not share personal information outside of the family of companies that Forward Financial Group represents for any purpose other than required to perform your requested services - unless the disclosure has been authorized by you or is permitted or required by law. Your personal information may be disclosed to other entities that provide business services to us related to our transactions with you, such as third party administrators, if any. Whenever we retain other organizations to provide support services on behalf of Forward Financial Group, we will require them to protect your personal information. We may disclose your personal information if required by a law, a government agency or court order.

How We Protect Your Personal Information
We will protect all of your personal information and we will restrict access to your personal information by maintaining physical, electronic and procedural safeguards. We will restrict access to your personal information and only allow those individuals access where permission has been granted by you.

Keeping You Up-to-Date With Our Privacy Policy
Above all, we value your trust and confidence in our ability to manage and protect your important personal information. If you have any questions or concerns regarding our Privacy Policy, please contact us at the address listed below.

We value you as a customer and thank you for choosing our services.

Please direct any questions about our Privacy Policy to:
P.O. Box 628; New Albany, OH 43054