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FACTS
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What does Hantz Group, Inc. and Affiliates do with your personal information?
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Why?
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Financial companies choose how they share your personal information. Federal law
gives consumers the right to limit some but not all sharing. Federal law also requires
us to tell you how we collect, share, and protect your personal information. Please
read this notice carefully to understand what we do.
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What?
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The types of personal information we collect and share depend on the product or
service you have with us. This information can include:
- Social Security number and income
- Risk tolerance and investment experience
- Credit history and credit scores
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How?
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All financial companies need to share customer's personal information to run their
everyday business. In the section below, we list the reasons financial companies
can share their customer's personal information; the reasons Hantz Group, Inc. and
Affiliates choose to share; and whether you can limit this sharing.
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Reasons we can share your personal information
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Does Hantz Group and Affiliates share?
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Can you limit this sharing?
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For our everyday business purposes - such as to process your transactions, maintain
your account(s), respond to court orders and legal investigations, or report to
credit bureaus
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Yes
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No
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For our marketing purposes - to offer our products and services to you
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Yes
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No
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For joint marketing with other financial companies
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Yes
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No
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For our affiliates' everyday business purposes - information about your transactions
and experiences
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Yes
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No
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For our affiliates' everyday business purposes - information about your creditworthiness
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Yes
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**Yes
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For our affiliates to market to you
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Yes
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**Yes
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For nonaffiliates to market to you
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Yes
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We don't share
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To limit our sharing
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Visit us online: www.hantzgroup.com
Please Note:
If you are a new customer, we can begin sharing your information 30 days from the
date we sent this notice. When you are no longer our customer, we continue to share
your information as described in this notice. However, you can contact us at any
time to limit our sharing.
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Questions?
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www.hantzgroup.com
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Who we are
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Who is providing this notice?
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Hantz Group, Inc. and Affiliates
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What we do
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How does Hantz Group and Affiliates protect my personal information?
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To protect your personal information from unauthorized access and use, we use security
measures that comply with federal law. These measures include computer safeguards
and secured files and buildings.
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How does Hantz Group and Affiliates collect my personal information?
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We collect your personal information, for example, when you
- Open an account or seek financial or tax advice
- Apply for Insurance or give us your contact information
- Tell us about your investment or retirement portfolio.
We also collect your personal information from others, such as credit bureaus, affiliates,
or other companies.
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Why can't I limit all sharing?
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Federal law gives you the right to limit only
- sharing for affiliatesΓÇÖ everyday business purposesΓÇöinformation about your creditworthiness
- affiliates from using your information to market to you
- sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
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What happens when I limit sharing for an account I hold jointly with someone else?
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Your choices will apply to everyone on your account.
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Definitions
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Affiliates
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Companies related by common ownership or control. They can be financial and nonfinancial
companies.
• Our Affiliates include companies with Hantz in their name; financial
companies such as Hantz Financial Services, Inc.; Hantz Tax & Business, LLC; Non
financial companies; Hantz Air, LLC; and other such as; Hantz Farms, LLC.
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Nonaffiliates
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Companies not related by common ownership or control. They can be financial and
nonfi nancial companies.
• Hantz Group, Inc. and Affiliates do not share with non-affiliates
so they can market to you.
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Joint Marketing
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A formal agreement between nonaffiliated financial companies that together market
financial products or services to you.
• Hantz Group, Inc. and Affiliates do not jointly market.
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Hantz Group Affiliates
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Hantz Technology, LLC; Hantz Air, LLC; Hantz Farms, LLC; Hantz Benefit Services,
LLC.; Hantz Benefit Agency, Inc.; Plus Agency, LLC; Hantz Financial Services, Inc.,
Hantz Consulting, LLC; Hantz Agency, LLC; Hantz Commercial Insurance Agency, LLC;
United Beverage Group, LLC; Dilaura Brothers, LLC; Bowling IQ, LLC; Hantz Tax and
Business, LLC; Hantz, Titus & Urbanski, LLC; Hantz, Rhodes & Doehr, LLC; Hantz,
Randazzo & Assoc., LLC; Hantz, McGarry & Associates, LLC; Hantz Software, LLC; Hantz
& Dilaura Properties, LLC; Hantz Real Estate Ventures, LLC
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