Monday - Friday
9:00 AM - 5:00PM EST

809 NE 25th Avenue
Ocala, FL 34470

In Ocala:
352-351-0200

Toll-Free:
866-351-0200

Email:
info@allstateocala.com
www.allstateocala.com

PRIVACY STATEMENT

What kind of information do we collect?
The information we collect is limited to the following:
• What we believe is necessary or useful to conduct our business
• To administer your records, accounts and funds
• To comply with laws and regulations
• To help us design or improve products and services
• To understand your financial needs so that we can provide you
with quality products and superior service

How do we obtain the information?
Much of the information comes directly from you when you fill out a loan or account application.
But there are other sources as well; for example, information can come from consumer reports, transactions via our online services, public records, and marketing and demographic research information such as verification of employment.

Who has access to my customer information?
Employees of Allstate Mortgage & Investments and any affiliated companies have restricted access to information about you. The information provided is only accessible in conjunction with their need to know this information as part of their job responsibilities.
Employees are educated about the importance of confidentiality and customer privacy through standard operating procedures, special training programs and our Code of Conduct.

Do you share information with affiliated companies?
In the course of our business, we may find it necessary to share some or all of the information described above among our affiliates. This gives us a more complete knowledge of your total relationship with us and helps us to provide you with important benefits.
Some of the benefits to you may include:
• Prevention of unauthorized transactions or fraud.
• Offers for products and services specifically suited to your individual situation. For example, if you have a mortgage loan with our mortgage lender, we may be able to offer you a home equity line of credit with potential tax benefits through our bank affiliates based on your mortgage loan application and related credit report.
• Increased convenience, making it faster and easier for you to do business with us. For example, some or all of the application information you provide to obtain a loan from one of our lending affiliates can be used to complete an application for brokerage services through our brokerage affiliate, without the need to provide the same information twice.
• Enhanced customer service and responsiveness.

We may share information with:
• Our affiliates providing financial and related services, such as our securities broker-dealers,
our insurance companies and agencies, our banks and our mortgage companies.
• Our affiliates providing non-financial services, such as our operations and servicing companies.
• The law allows us to share identifying information and information about our transactions and experiences with you, such as your account balances and payment history.
You may direct us not to share other information that is assembled or used to determine your eligibility for a product or service, such as that shown on consumer credit reports and asset and income information from applications.

What if you don’t want your information shared with affiliates?
The law allows us to share identifying information and information about our transactions and experiences with you, such as your account balances and payment history.
You may direct us not to share other information that is assembled or used to determine your
eligibility for a product or service, such as that shown on consumer credit reports and asset and
income information from applications. If you choose to not have your information shared, simply
tell us by calling 1-866-351-0200.

Do you share or sell information to companies outside Allstate Mortgage &?Investments?
We do not sell customer information or customer lists to other companies in order for them to market their products and services. However, we may share some or all of the information we collect with companies that perform services on our behalf, companies that perform marketing services on our behalf, or financial institutions with which we have joint marketing agreements. Examples of these types of companies are vendors who prepare account statements; marketing companies who provide direct mail services; and other financial institutions such as insurance companies and credit card companies with which we have a joint marketing agreement. We may also share some or all of the information we collect as authorized or required under applicable law.

How can I be assured my information is kept private with third-party companies?
All of the companies that act on our behalf are contractually obligated to keep the information we provide them confidential and to use the information only for the purposes authorized.

How can I reduce the number of offers I receive from other companies?
There are a variety of methods you can use to reduce the amount of advertisements you receive:
Call the credit reporting industry Pre-screening Opt-Out number at 888-567-8688.
Contact the individual reporting agencies listed below. Include your name, address and Social Security number: