Privacy Statement

We are Concerned about your Privacy

 Our Commitment to your Privacy

At Patriot Settlement Resources LLC, we value the importance of protecting your personal information. In order to protect your privacy we have developed this policy to inform you about the information collected by our site and the choices you can make about the way your information is gathered and used.


What type of information is collected through the website?

The only information gathered through Patriot’s website is the information that a visitor submits by filling out an online application or information request forms, which is provided to Patriot together with a code that identifies the web page that referred the user to our website.

We understand that our customers do not want their information shared with non-affiliated third parties for marketing purposes. Patriot Settlement Resources, LLC does not participate in this practice. We will not sell or share your information with any third party.

Information that may be shared or disclosed about you

Patriot Settlement Resources will not sell or rent your private or personal information without your consent.  We may however disclose some or all of the non-public personal information we obtain about you to the following types of affiliated third parties:

  • We may share your non-public personal information with affiliated      service companies so that they may underwrite applications and service and      collect payments pledged or assigned by you.
  • We are permitted by law to share non-public personal information      about you with regulatory agencies in connection with the regulation of      our business; law enforcement or other governmental authority to protect      our legal interests or in cases of suspected fraud or illegal activities;      persons authorized by subpoena, warrant or other court order as required      by law; businesses that help us maintain our databases, security systems      and website; Information bureaus that assist us in verifying information      on your application. 

Non-public Information Patriot Settlement Resources may obtain about you

We obtain information and documents relative to your transaction.  With your authorization, we may obtain additional information from parties who may have an interest in your insurance policy or annuity contract, including the insurance company, insurance producer, health care providers, credit reporting agencies, your representatives and/or advisors. Patriot Settlement Resources LLC will not disclose your information unless required by law to do so. With your authorization, we may be required to disclose your nonpublic personal financial information to agencies and companies providing services to us related to your transaction. Patriot Settlement Resources LLC applies the same policies to former customers that it applies to current customers.

We may request non-public personal information about you from some or all of the following sources:

Financial Information, such as credit history, banking information and account numbers;
Public Records, such as a drivers license number, judgments, liens, bankruptcies, divorces, probate, and other civil and criminal court proceedings; Consumer Reporting Agencies, such as credit reports; Employment Information, such as your occupation and employer; and General Information, such as birth date, social security number, phone, fax, email, street, and mailing address.

Medical Information

In certain limited types of transactions, we may need to collect medical information to assist in obtaining a life insurance policy required for the underwriting of your transaction.  We do not use or share it internally or externally, for any purpose except in the completion of your transaction.


Cookies may be sent to your browser from our website in order to provide you with better service when you return to our website. A cookie is a string of data that is stored on your hard drive, which enables us to track your use of our website. With them we can determine the number of unique users accessing the various pages on the site and improve flow and content.

Linked Websites

Patriot Settlement Resources cannot control the content, marketing or other intellectual property of sites that are linking to or from our web site, and we are not responsible, nor can we make representations to the content of those websites or their individual privacy policies.


To prevent unauthorized access, maintain data accuracy and ensure the correct use of information, we have put into use appropriate physical, electronic, and managerial procedures to safeguard and secure the information we collect.

We maintain physical, electronic and procedural safeguards to ensure your personal information is treated responsibly and in accordance with our privacy policy. We also restrict access to your personal information within our organization to those employees who need to know that information to process your transaction, or to conduct Patriot Settlement’s business. Employees who have access to customer information may use it only for legitimate business purposes. Additionally, we safeguard customer information in accordance with applicable data security regulations.


If our practices change, we will post the changed policy to our website. We reserve the right to change this policy at any time.

If you have any further questions, please visit our website at, write to us at the address below, or contact us directly by calling 1-866-506-2274.

Contacting Patriot Settlement Resources

If you feel that this site is not following its stated information policy, you may contact us at 1-866-506-2274.

If you supply us with your e-mail address online, postal address on-line, Cell/mobile number online or other telephone numbers on-line, we may attempt to contact you via the supplied means of communication as needed and available.   If you do not want to receive e-mail, texts, faxes, mail or phone calls from us in the future, please let us know by calling 1-866-506-2274.

If you have any questions you may contact us at the below addresses or phone number.

Our postal address is: Patriot Settlement Resources, 2799 N.W Boca Raton Blvd Suite 111, Boca Raton, FL 33431

We can be reached via e-mail at or you can reach us by telephone at 1-866-506-2274.