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Member in good standing of the National
Association of Settlement Purchasers (NASP)
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Privacy Statement
At Patriot Settlement Resources LLC, we value the importance of protecting your personal information. 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.
Patriot Settlement Resources, LLC will communicate with you via e-mail or other online delivery devices only if you agree to receive those communications. Persons who believe they are receiving our communications in error, or no longer desire to receive them, should inform us by emailing mcastiglia@patriotsettlement.com put remove me in your subject line and we will you from our mailing list.
Patriot Settlement Resources, LLC will be judicious in the use of e-mail and paper mail to communicate with you. We will, at all times, put ourselves in the place of the recipients of our mail and treat you as we ourselves would like to be treated.
If you wish to update or correct the personal information about you held by Patriot Settlement Resources, LLC, or if you have any questions about this privacy statement, the practices of this site, or transactions with us, please email mcastiglia@patriotsettlement.com with your changes.
Information
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.
What type of information is collected through the website?
The only information gathered through Patriot’s website is the information that a visitor to our site chooses to provide 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 some of 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 may disclose some or all of the non-public personal information we obtain about you to the following types of affiliated third parties:
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.
Security
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.
If you feel that this site is not following its stated information policy, you may contact us at the above address or telephone number.
Updates
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 write to us at the address below or contact us directly by calling 1-866-506-2274.
Patriot Settlement Resources, LLC
2799 N.W. Boca Raton Blvd.
Suite 111
Boca Raton, FL 33431