Privacy Information


We are committed to protecting your privacy, both on the internet and offline. The statements below are provided for your information:


Our general privacy policy applies to the entire customer relationship, and not just to the use of the website. The policy describes our privacy practices concerning the collection and use of personal and financial information we receive from individuals who seek to obtain, obtain or have obtained products or services from us.


The Health Insurance Portability and Accountability Act of 1996, and federal regulations adopted under it, establishes privacy standards for the health services industry for the confidentiality of individuals protected health information. The law and regulations thereunder require Boeck & Associates, Inc. to take specific steps to notify our customers about our privacy practices and to avoid improper use and disclosure of protected health information.

Information We Collect

We collect and maintain information about you to provide you with the product, coverage or services you request and to service your account.

We collect certain information about you and the members of your household from the following sources:

  • Information we receive from you on applications or other forms, such as your social security number, assets, income and property information.
  • Information about your transactions with us, our affiliates or others, such as your policy coverage, premiums and payment information.
  • If you obtain a life, long-term care or disability product, information we receive from you regarding your health.

Information We Disclose

We disclose nonpublic personal information about our customers or former customers ONLY AS PERMITTED BY LAW. For example, we may disclose information about you in response to a subpoena, to prevent fraud, or to comply with an inquiry by a government agency or regulator. We do not sell your nonpublic personal information to anyone.

How We Protect Information

At Boeck & Associates, Inc., our customers are our most valued assets. Protecting your privacy is important to us. We restrict access to personal information about you to those individuals, such as our employees and agents, who provide you with our products and services. We require those individuals to whom we permit access to your customer information to protect it and keep it confidential. We maintain physical, electronic and procedural safeguards that comply with applicable regulatory standards to guard your nonpublic personal information.

We Care About Your Privacy

We will gather nonpublic information about you only in the interest of conducting our business operations. We are committed to the careful handling of your person information. If you have questions about our Privacy Policy, please contact us at:

Boeck & Associates, Inc.

930 Town Centre Drive

Medford, Oregon 97504