Neil Jesani, Neil Jesani Advisors, Inc. and BeamaLife Corporation are committed to ensuring your privacy and ensuring the confidentiality of any information that you disclose to us. The below privacy statement details how we protect and use the information that we obtain as well as why it is necessary for us to gather it.
Based on the nature of the financial services industry, it will be necessary for us to obtain some personal information from you for the purposes of preparing various strategies, illustrations and reports for you and for various companies with whom you want to do the business through us. We would like to note that it is our corporate policy to never sell or rent this information to anyone. This information is only used for underwriting the application in accordance with the disclosures and releases that you must review and sign. These authorizations are included with your application.
The information that we typically need to attain are about your overall finances, health and lifestyle in order to determine which strategy, product and company best match your needs. This information is only used for underwriting the application in accordance with the disclosures and releases that you must review and sign. These authorizations are included with your appropriate application package.
We do not ask for any sensitive information over the web and all information submitted through web is encrypted using SSL (Secured Sockets Layer) protocol. This encodes and protects your information as it travels across the Internet. All personal information you supply is encrypted using a digital certificate supplied by VeriSign or similar vendors, which is a leading provider of internet security technology. While we use SSL encryption to protect sensitive information online, we also do everything in our power to protect user-information off-line. All of our users’ information, not just the sensitive information mentioned above, is restricted in our offices. Only employees who need the information to perform a specific job are granted access to personally identifiable information. Furthermore, all employees are kept up-to-date on our security and privacy practices. Every time new policies are added, our employees are notified and/or reminded about the importance we place on privacy, and what they can do to ensure our users’ information is protected. All our computers are encrypted and password protected. All physical files and the servers that store personally identifiable information are in a secure environment in a locked facility.
We will never send you any spam or junk emails. If you receive email from us, then your email was supplied to us and you will always have an option of choosing not to receive any further information and email from us.
If you have questions, concerns or even suggestion – please email us at firstname.lastname@example.org.