Privacy Protection of Personal Information

Your Personal Information - We take the protection of your personal and private information very seriously. Because of our strong focus on protection, we have put in place some very strict guidelines and processes to insure that your rights to privacy are protected.

Storage - Once client information is received, it is scanned into our secure database then it is stored in our secure filing room and not accessed until the case is being closed.

Access - Only authorized case managers and underwriting personnel have access to personal information regarding our clients. No third parties or unauthorized personnel in our office may view, copy, or request any personal information on our clients or the financial professionals that represent them.

Transfer of Information - There are only two reasons for us to transfer information regarding our clients at all. The first being to our funding sources so they can review the case and place bids. The second is to our third party underwriters who review client information to determine the health status and mortality of our clients. Any information that is transferred is password protected to protect all of the client's information.

A QUICK NOTE: When we start the bidding process on your case, we do not send your case to every company in the entire industry. Instead we send it to companies that we know will pay the most available now in the industry. Also we do not try to obtain bids from companies that do not have the money in hand. Ideal makes sure that when you accept your offer, the money is available and we will even prove it via the escrow agent after the contracts have been received by the escrow company. So in working with Ideal, you get privacy of your information, real money offers, and quick cases closings.

All of third party underwriters, funding sources, and other affiliated organizations are regularly audited to assure they are complying to the standards required under the Health Insurance Portability Accountability Act of 1996.



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