Bass Financial LLC
Effective Date: March 23, 2025]
At Bass Financial LLC (“Bass Financial,” “we,” “us,” or “our”), located at 601 Carlson Pkwy, Suite 1050, Minnetonka, MN 55305, we are committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your data as a Minnesota-based insurance agency.
1. Information We Collect
We collect personal information you provide when you engage our services, request quotes, or interact with us, including:
- Name, address, phone number, email, and date of birth.
- Financial details (e.g., income, budget) for insurance planning.
- Health information (e.g., medical history) for policy underwriting.
- Data from online interactions (e.g., website visits, form submissions).
2. How We Use Your Information
Your data is used to:
- Provide insurance quotes and services.
- Process applications with our 50+ carrier partners.
- Communicate with you via calls, texts, or emails (with your consent).
- Improve our offerings and comply with legal obligations.
3. Data Privacy and Security
All customer data is treated as private and confidential. We implement reasonable physical, technical, and administrative safeguards to protect it. Each agent is backed by Errors & Omissions (E&O) insurance, ensuring accountability and protection against professional mistakes.
4. Disclosure of Information
We share your data only:
- With insurance carriers to secure your coverage.
- With service providers (e.g., CRM platforms like Go High Level) under strict confidentiality agreements.
- As required by law or to protect our rights (e.g., subpoenas).
We do not sell your personal information to third parties.
5. Your Rights
Under Minnesota law, you may:
- Request access to your data.
- Correct inaccurate information.
- Opt out of marketing communications by contacting us.
6. Retention
We retain your data only as long as necessary for our services or legal requirements, typically no longer than 7 years post-relationship, per insurance standards.
7. Contact Us
Questions or concerns? Reach us at:
Bass Financial LLC
601 Carlson Pkwy, Suite 1050
Minnetonka, MN 55305
Phone: (651)769-3944
Email: info@bassfinancialgroup.com
