Privacy Notice

McGrory Asset Planning Services LLC, doing business as MAPS ("MAPS," "we," "us," or "our"), is an independent insurance agency. This notice describes our practices for nonpublic personal information about individuals who seek or obtain insurance products or services primarily for personal, family, or household purposes.

The information we collect depends on the insurance product or service involved. We may collect:

• Information you provide on applications, forms, our website, in documents, or in communications with us, such as identifying and contact information, driver's-license information, income and assets, property, vehicles, drivers, requested coverage, and uploaded insurance documents
• Information about your transactions with us, insurance carriers, or other parties, such as quotes, policies, premiums, payment history, claims, and loss history
• Information from consumer reporting agencies and other sources permitted by law, such as credit-based information, driving records, claims records, property information, and public records
• Information generated when you use our website, such as IP address, browser or device information, request details, and security-verification results

We may disclose the categories of information described above to nonaffiliated third parties only as permitted or required by law. These parties may include insurance carriers, wholesalers, managing general agents, premium-finance providers, insurance-support organizations, service providers that perform functions for us, consumer reporting agencies, regulators, law enforcement, professional advisers, and persons you authorize or direct us to contact.

We make these disclosures to quote, place, process, finance, or service insurance; handle claims; maintain business records; prevent fraud; protect confidentiality and security; comply with legal or regulatory requirements; or carry out your request.

We do not sell personal information or disclose it to unaffiliated third parties for their own unrelated marketing. We follow the same disclosure practices for former customers.

MAPS does not disclose nonpublic personal financial information outside the exceptions permitted by law. Therefore, our current practices do not require a financial-privacy opt-out. If our practices change in a way that gives you a right to limit disclosure, we will provide the notice and method required by law before making that disclosure.

We restrict access to nonpublic personal information to authorized persons who need it to provide products or services or perform their responsibilities. We maintain administrative, technical, and physical safeguards designed to protect the confidentiality and security of that information.