Vita recognizes that your personal information is yours, not ours. We are committed to protecting your privacy and our policies and practices are designed to do just that. We never rent or sell your personal information to anyone.
Technology and Information
The insurance and financial services industries are rapidly being shaped by technology that is changing the way we do business. To be successful we must continue to ensure that our customers are confident in our ability to manage their affairs in a manner that protects each individual’s right to privacy.
Vita Companies customers have access to a broad range of products and services, from basic investments and insurance to Section 125 and COBRA administration. To deliver these products and services as effectively and conveniently as possible, it is essential that we use technology to manage and maintain certain information.
Information We Collect or Retain About You
We collect personal, financial and health related information that is necessary for the processing of claims, for underwriting or applying for insurance, for securing investments, fulfilling legal and regulatory requirements, and for assisting clients with policy or administration questions. The type of information we collect and maintain varies according to the products or services we provide for you or your employer.
We maintain pertinent personal identifying data (such as name, birth date, Social Security Number, and marital status) as well as financial information and historical information on policies, plans or investments. We also maintain records on any health conditions disclosed or provided to us in other forms in the process of securing group or individual insurance, while assisting on an insurance policy question, or by an insurance company or health provider’s office.
We may collect non-public personal information as well as protected health information about you from many sources, including information we receive about you on applications or other forms, information about your transactions with us, our affiliates or others, and information we receive from non-affiliated third parties, including consumer reporting agencies.
Information About You that We May Disclose
When it comes to sharing customer information with unaffiliated companies, Vita places strict limits on who receives specific information about customer accounts and other personally identifiable financial data and protected health information. Vita may share information with such companies if they provide a product or service that may benefit our clients or that our client has requested. We will only share such information in the course of fulfilling a business obligation. Whenever we do this we carefully review the company and the product or service to make sure that it provides value to our customers.
Protection of Shared Information
Vita recognizes that a fundamental
If we provide personally identifiable information or protected health information to a third party with which we have a business relationship, we will insist that the third party keep such information confidential, consistent with the conduct of our business relationship.
When we make information available to you over the internet we use internet data encryption technology, personalized passwords, and other precautions.
Vita uses electronic mail extensively to
We never use e-mail for solicitation or advertising. Vita never sells or otherwise makes available your e-mail address to anyone except as may be necessary to provide our products and services to our customers.
Protecting Your Personal Information
We want to assure all of our clients that whenever personal information is used, it is done with discretion. Safeguarding our clients’ personal information is a very high priority. We maintain physical, electronic and procedural safeguards that protect your information. The following policies guide us in protecting our customers’ privacy:
For inquiries, please call or write to us:
The Vita Companies
900 North Shoreline Boulevard
Mountain View, CA 94043
Vita Benefits Group
Vita Administration Company
Vita Planning Group
Securities offered by Liberty Group, LLC,
Member NASD, SIPC, MSR