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Privacy Policies and Practices

Campbell Financial Group, LLC and its affiliated agents thank you for your trust and confidence. Campbell Financial Group, LLC is committed to providing you, our customer, with services to locate competitive insurance and annuity products and services to help you meet your changing needs. We are equally committed to protecting the private and personal information we collect and maintain about you.

Collection of Information
We gather private and nonpublic personal information about you in order to provide you with quotes on insurance products and services. The information we collect starts with the information you provide on quote request and other forms when you request services.

We seek to collect and use only information that is necessary and appropriate for the needs of our business. We may collect information that relates to your insurance or investment needs and objectives, income, finances, employment, health, habits, and other factors that properly relate to the insurance products or services we are locating on your behalf. 

Maintaining complete and accurate information on our customers’ records is important. If you become aware that we may have any inaccurate information about you, please write or call us at Campbell Financial Group, LLC Attention: Compliance, 101 Lindenwood Drive Suite 225 Malvern, PA  19355-1755, telephone 888.810.9401. 

Disclosure of Information
Campbell Financial Group, LLC does not disclose private or nonpublic personal information about our customers or former customers to anyone, except as required or permitted by law. We do not sell customer lists or any information about our customers. In order to service your policy or contract, we may share information about you with affiliated companies and with your insurance agent where applicable. Also, we may share information about you with companies and individuals who perform services on our behalf. Before disclosing information to those who provide services to us, we require them to agree to keep any private or nonpublic personal information about our customers confidential and to use it only for the purposes we have authorized. We may disclose information about you in response to a subpoena or other legal process and to protect against fraud. 

Protecting Confidentiality of Customer Records
Your files or records are made available only to our personnel or representatives who need access to the information in order to perform their assigned duties. We do not disclose information about your health, except when authorized by you. In order to protect the confidentiality of nonpublic personal information we have gathered and maintain about you, we routinely (1) maintain and monitor physical, electronic and procedural safeguards, (2) review our policies and procedures, (3) monitor our computer networks and (4) test the strength of our security. 

Do You Need to Do Anything?
You do not need to take any action in response to this notice of our Privacy Policies and Practices.
Because we do not share your private or nonpublic personal information other than as described above, you do not need to “opt-out” or “opt-in.” If, however, you want more information concerning our privacy practices, please contact us at Campbell Financial Group LLC, Attn: Compliance, 101 Lindenwood Drive Suite 225 Malvern, PA  19355-1755, telephone 888.810.9401, www.campfg.com.



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