Privacy Policy
Effective Date: August 22, 2026
Hatzis Agency Inc. ("Hatzis Agency," "we," "us," or "our") respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information obtained through www.hatzisagency.com in connection with our insurance, tax-preparation, and insurance-based retirement services.
Our retirement services are limited to insurance-based products, including annuities and life insurance. Hatzis Agency Inc. does not provide securities, brokerage, or investment-advisory services.
Information We Collect
We may collect information that you voluntarily provide when you contact us or request information about our services, including:
- Your name
- Mailing or property address
- Email address
- Telephone number
- Information about your insurance needs
- Information about tax-preparation services you request
- Information about insurance-based retirement products
- Other information you choose to provide
We may also automatically collect limited technical information, such as your browser type, device information, IP address, referring website, and pages visited. Cookies, analytics services, and similar technologies may collect this information.
Do not submit Social Security numbers, tax documents, driver's-license images, payment information, medical information, or other highly sensitive information through a general website contact form or ordinary email. We will provide an approved secure method when sensitive information is required.
How We Use Information
We may use information to:
- Respond to questions and requests
- Assist with insurance inquiries and quote requests
- Provide requested tax-preparation services
- Assist with insurance-based retirement-product inquiries
- Communicate about products and services
- Submit information to appropriate insurance carriers or product providers when requested or authorized
- Prepare and file tax returns and related documents as authorized
- Operate, maintain, secure, and improve our website
- Comply with legal, regulatory, and contractual obligations
Submitting information through this website does not create an insurance policy, bind coverage, guarantee eligibility or pricing, establish an investment-advisory relationship, or constitute legal or investment advice. Insurance coverage or an insurance-based retirement product becomes effective only when confirmed by the applicable provider and all applicable requirements have been satisfied.
Tax-Return Information
Information provided in connection with tax preparation may be protected by federal and state law. We use and disclose tax-return information only as permitted by law or as authorized by the taxpayer.
When permitted or authorized, we may disclose tax information to the Internal Revenue Service, state and local tax authorities, authorized tax-software providers, electronic-filing providers, and service providers assisting with the requested tax services.
We do not use tax-return information to market unrelated insurance or retirement products unless the taxpayer provides any separate consent required by law. This Privacy Policy does not constitute consent to use or disclose tax-return information for unrelated purposes.
How Information May Be Shared
When appropriate, we may share information with Farmers Insurance, Progressive, other insurance carriers or insurance-product providers, tax authorities, authorized tax-service providers, technology providers, vendors, professional advisers, and governmental or regulatory authorities.
Information is shared only as reasonably necessary to respond to a request, provide an authorized service, operate our business, protect our rights, or comply with applicable law.
We do not sell personal information for monetary compensation.
Insurance carriers, product providers, tax-service providers, and other third parties may maintain their own privacy policies and information-handling practices. We encourage you to review their policies when using their websites or services.
Cookies and Analytics
Our website and its service providers may use cookies or similar technologies to operate the website, understand website usage, improve performance, and measure advertising. You may adjust your browser or website cookie settings to limit or reject cookies, although certain website features may not function properly.
Telephone and Text Communications
If you provide a telephone number, we may use it to respond to your request or communicate about agency services. Consent to receive communications is not a condition of purchasing a product or service. Message and data rates may apply to text messages. You may request that communications stop at any time.
Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information. However, no website, email transmission, or electronic storage method can be guaranteed to be completely secure.
Third-Party Links
Our website may contain links to insurance carriers, tax-service providers, and other third-party websites. Hatzis Agency is not responsible for the privacy, security, content, or practices of independently operated websites.
Children's Privacy
This website is intended for adults and is not directed to children under 13. Hatzis Agency Inc. does not knowingly collect personal information directly from children under 13 through this website.
Your Choices and Requests
You may contact us to ask about personal information you provided through this website or request that we correct or delete it. Certain information may need to be retained because of legal, tax, regulatory, contractual, insurance, or record-retention requirements.
Changes to This Policy
We may update this Privacy Policy periodically. A revised policy will be posted on this page with an updated effective date.
Contact Us
For questions or requests concerning this Privacy Policy, contact:
Hatzis Agency Inc
Phone: 973-828-1981
Email: info@hatzisagency.com
Website: www.hatzisagency.com