Privacy Policy

Matt Kokkonen, Chartered Life Underwriter (CLU), Charter Financial Consultant (ChFC) collects nonpublic personal information about you from the following sources:

• Information received from you on applications or other forms;
• Information about your transactions with us, our affiliates or others; and
• Information received from a consumer-reporting agency.

Matt Kokkonen, CLU, ChFC does not disclose any nonpublic personal information about customers or former customers to anyone, except as permitted by law.

Matt Kokkonen, CLU, ChFC restricts access to nonpublic personal information about you to those employees who need to know that information in order to provide products or services to you. To guard your nonpublic personal information, physical, electronic and procedural safeguards are maintained which comply with federal and state regulations.