Tamara Heppner

Real people. Real answers. Real quick.®

 
 
Tamara Heppner
541-751-1026
North Bend, OR
 
Friday, November 20, 2009

Privacy Policy

At COUNTRY® Financial, your privacy has always been important to us. We believe keeping your information confidential is a fundamental part of doing business. We ensure that your privacy is fully protected under the law and we never sell your information to anyone. Below is a summary of how we collect and use your information.

Confidentiality and Security
All information collected about you is treated confidentially. We restrict our employees' access to your information to only those who need to know information to provide products or services to you and for other reasons permitted by law. We maintain physical, electronic, and procedural safeguards that comply with applicable law and regulations to guard your nonpublic personal information.

Categories of Information We Collect
The information we collect from you by mail, in person, electronically, or by phone, is dependent upon the types of products and services you are requesting or currently own. We collect nonpublic personal information about you including information:

  • From You: on applications or other forms, by phone and online, such as your name, address, social security number, assets and income;
  • About Your Transactions: with us, our affiliates or others, such as the products and services you have purchased from us in the past and your transaction history with us; and
  • From Others:including consumer reporting agencies and other third-parties such as your credit worthness, credit history, demographic data and other related data.

Categories of Information We Disclose To Others
Under the law, we may disclose all of the information listed above. For instance we may disclose information:

  • To Authorized Personnel and Affiliates:to provide you outstanding products and services from us and our affiliates;
  • To Servicing Third-Parties: that are necessary to effect, administer or enforce your transactions with us, or in connection with servicing your account;
  • To Others: to credit bureaus, regulatory authorities, insurance support organizations, and other third parties as allowed by law; and
  • To Joint Marketing Companies: to companies that perform marketing services on our behalf or to other financial institutions with which we have joint marketing agreements.

Of course, personally identifiable medical information and information about personal trust accounts held at COUNTRY Trust Bank® are disclosed only as allowed by law or with your written authorization. We also reserve the right to disclose personally identifiable information about you to other non-affiliated third parties upon proper notice and with your consent.

Former Customers
If you decide to terminate your customer relationship with our companies, we will continue to adhere to the privacy policies and practices described in this Privacy Policy as amended from time to time.

Your Files
We strive to keep our records of your information completely accurate. If you see any error in any of our communications to you with respect to insurance products, please call us at 1-888-211-2555, and we will promptly address any inaccuracy that may have occurred. If you see any error in any of our communications with you for any investment products, please call us at 1-800-422-8261.

Website Security Statement
View www.countryfinancial.com’s Website Security Statement.

This Privacy Policy covers the following companies: COUNTRY Mutual Insurance Company®, COUNTRY Casualty Insurance Company®, COUNTRY Preferred Insurance Company®, COUNTRY Life Insurance Company®, COUNTRY Investors Life Assurance Company®, COUNTRY® Capital Management Company, COUNTRY Trust Bank®, COUNTRY® Mutual Funds Trust, and CC Services, Inc.