Privacy Policy
Simon, Altman & Kabaker Financial & Insurance Services, Inc. of Encino, CA values its relationship with our clients. The protection of information about each of them is important to us. We do not sell or rent client information to anyone. We only share information about our clients for the purpose of performing the services they have engaged us to perform, or as otherwise permitted by law. This Privacy Policy notice describes our current privacy policy and practices regarding the collection and disclosure of non-public information about our clients.

CONFIDENTIALITY AND SECURITY OF PERSONAL INFORMATION
Simon, Altman & Kabaker Financial & Insurance Services, Inc. maintains appropriate physical, electronic and procedural safeguards that comply with applicable standards to protect personal information about clients contained in our records. Access by employees and other personnel to personal information about clients contained in our records is restricted to those individuals who have a business need for such information.

INFORMATION WE MAY COLLECT AND USE
Simon, Altman & Kabaker Financial & Insurance Services, Inc. collects information about clients in order to perform the services for which we are engaged. Such information may be provided verbally, in writing, electronically or by other means. The categories of information we may collect include:

  • Name, address, Social Security number, other identifying information
  • Assets, liabilities and other financial information
  • Information regarding health needed to underwrite an application for insurance products which would include a HIPAA form signed by the client
  • Information regarding financial and personal plans
  • Information we develop during the course of our engagement. This information may be received from sources such as client’s attorneys, accountants and other advisors
  • Information we may receive from our affiliated company, SAK Financial, LLC

INFORMATION WE MAY DISCLOSE
We may share information described above with our affiliated company, SAK Financial, LLC. We may also share such information with other advisors in connection with providing our services to clients provided they give us permission to do so. Finally, we may disclose such information to other third parties, as permitted by law, such as a regulator, or as necessary to protect our rights.

CHANGES TO OUR PRIVACY POLICY
We reserve the right to change our Privacy Policy. If we make any changes to our policy, we will provide our clients a copy of the revised Privacy Policy as required by applicable law.