Effective Date: May 30, 2024

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Introduction

Welcome to Indario Advisory Services. We are committed to protecting your privacy and ensuring that your personal information is handled in a safe and responsible manner. This Privacy Statement explains how we collect, use, disclose, and safeguard your information when you visit our website and use our services.

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Regulatory Compliance

Indario Advisory Services complies with all applicable privacy and data protection laws, including the Gramm-Leach-Bliley Act (GLBA) and relevant state and federal regulations. If you are a resident of the European Union or California, you may have additional rights under the General Data Protection Regulation (GDPR) or the California Consumer Privacy Act (CCPA).

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Information We Collect

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Personal Information

We may collect personal information that you voluntarily provide to us, including but not limited to:

• Name

• Contact information (email address, phone number, address)

• Financial information (income, investment details, insurance policies)

• Identification information (Social Security number, driver’s license number)

• Other relevant data necessary for providing our services

 

Non-Personal Information

We may also collect non-personal information about your interaction with our website, such as:

• IP address

• Browser type and version

• Pages visited

• Time and date of your visit

• The amount of time spent on those pages

 

How We Use Your Information

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We use the information we collect for various purposes, including to:

• Provide and manage our financial, insurance, and advisory services

• Communicate with you about your account or transactions

• Send you updates, newsletters, and other information (you may opt out at any time)

• Improve our website and services

• Protect against fraudulent activities

• Comply with legal obligations

 

Data Retention

We retain your personal information only as long as necessary to fulfill the purposes outlined in this Privacy Statement, comply with our legal obligations, resolve disputes, and enforce our agreements. When your information is no longer required, we will securely delete or anonymize it.

 

Sharing Your Information

We do not sell or rent your personal information to third parties. We may share your information with:

• Service providers and partners who assist us in operating our business and providing our services (these parties are contractually obligated to protect your information)

• Legal and regulatory authorities as required by law

• Other parties in connection with business transfers (e.g., mergers, acquisitions)

 

Security of Your Information

We implement a variety of security measures to ensure the safety of your personal information, including:

• Encryption of sensitive data

• Secure access controls

• Regular security assessments

• Employee training on data protection

In the event of a data breach that may compromise your personal information, we will notify you and relevant authorities as required by law.

 

Your Choices and Rights

 

You have certain rights regarding your personal information, including:

• Access: Request access to the personal information we hold about you.

• Correction: Request corrections to your personal information if it is inaccurate.

• Deletion: Request the deletion of your personal information under certain conditions.

• Opt-Out: Opt out of receiving marketing communications from us.

 

To exercise any of these rights, please contact us at info@indario.com or 317-210-2670.

 

Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have inadvertently received such information, we will promptly delete it.

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Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your browsing experience. You can set your browser to refuse all or some cookies or to alert you when websites set or access cookies. If you disable or refuse cookies, some parts of our website may become inaccessible or not function properly.

 

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or the content of those sites. We encourage you to review the privacy policies of any third-party websites you visit.

 

Accessibility

If you need this Privacy Statement in an alternative format due to a disability, please contact us and we will provide it in a format that meets your needs.

 

Changes to This Privacy Statement

We may update this Privacy Statement from time to time. We will notify you of any changes by posting the new Privacy Statement on this page and updating the effective date. We encourage you to review this Privacy Statement periodically to stay informed about how we are protecting your information.

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Contact Us

If you have any questions or concerns about this Privacy Statement or our privacy practices, please contact us at:

Indario Advisory Services
193 Innisbrooke Avenue
Greenwood, IN 46142
info@indario.com / wmccrea@indario.com
317-210-2670

 

Thank you for trusting Indario Advisory Services with your financial and insurance needs. We are committed to protecting your privacy and providing you with the highest level of service.