Privacy Statement

In the course of doing business with Kaestner & Berry Professional Insurance Services, LLC, you provide nonpublic personal information to us. This policy statement provides information about the types of information collected and our policy with respect to that information. This statement is being provided in compliance with Federal Regulations.

TYPES OF NONPUBLIC PERSONAL INFORMATION WE COLLECT

We collect nonpublic personal information about you that is provided to us by you or obtained
by us with your authorization. The information collected may include:

• Information which we receive from you on applications or other forms
• Information about your transactions with us or others
• Information about your transactions with nonaffiliated third parties, and
• Information from consumer reporting agencies.

PARTIES TO WHOM WE DISCLOSE INFORMATION

We do not disclose any nonpublic personal information obtained in the course or our services except as required or permitted by law. Permitted disclosures include, for example, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of the information being shared. We do not sell information about
current customers to third parties.

PROTECTING THE CONFIDENTIALITY OF CLIENTS’ INFORMATION

We retain records relating to the services that we provide so that we are better able to assist
you with your needs, In order to guard against your nonpublic personal information, we
maintain physical, electronic, and procedural safeguards that comply with federal regulations.