To Our Valued Clients:
The current privacy law requires Fredricksen Insurance Services, Inc. to advise you of our guidelines regarding your “nonpublic personal information” we maintain in our file.
Let me state that we acknowledge our fiduciary relationship with all our clients. We have always held proprietary information in a confidential manner and we will continue to do so in the future.
The very nature of our business requires us to have access to very private information on your operation, finances and business plans. This is vital information if we are to properly protect your assets. We do not share this information with anyone unrelated to this agency. Further, any information kept in file is not sold or given to other parties to cross sell you other products.
The information given to us to secure your coverage remains in your file. Data is kept in a secure site for five years from the expiration date. After five years, all information is shredded on site.
We appreciate the trust you have placed with us, we will continue to earn this trust in the future.
Mark D. Fredricksen, Certified Insurance Counselor