The William Morris Group, P.A. and William Morris Advisors, LLC (the Company) strongly believes in protecting the confidentiality and security of information we collect about individuals. This notice explains why the Company collects information and how we use it. The Company does not provide personal, financial or medical information to third parties except as requested by you or your employer.

WHY WE COLLECT AND HOW WE USE INFORMATION

We collect and use information for business purposes with respect to insurance and other business relationships with our clients. These business purposes include evaluating a request for insurance, investments or other products or services, obtaining proposals for those requests, administering products or services and processing transactions requested by our clients.

HOW WE COLLECT INFORMATION

We obtain most information directly from an individual or the individual’s employer. The information given to us when applying for products generally provides the information we need. If we need to verify information or need additional information, we may obtain information from third parties such as your employer.

HOW WE PROTECT INFORMATION

We treat information in a confidential manner. Our employees are required to protect the confidentiality of information. Our employees may access information only when there is a business reason to do so, such as to request information from insurance companies or administer products or services. We also maintain physical, electronic and procedural safeguards to protect information. Employees are trained and required to sign a confidentiality statement annually to maintain employment with the Company.

INFORMATION DISCLOSURE

We may disclose information about you when we receive a written authorization from you, where law requires disclosure or when disclosure is necessary for the conduct of our business. Your information will not be disclosed to third parties for the purpose of marketing.

CONTACT INFORMATION

For questions regarding our Privacy Policy, please write to:

The William Morris Group, P.A./ William Morris Advisors, LLC
4400 Old Canton Road, Suite 240
Jackson, MS 39211

CYBER SECURITY

Personnel Security

We perform background checks on all new employees in accordance with local laws. The background check includes employment verification and criminal checks for US employees.

Identity and Access Management

All our employees have a unique login with access based on a least privilege model.

Encryption

Our laptops, desktops, and servers are managed, have encrypted hard drives and are monitored with Endpoint Detection and Response (EDR) and Artificial Intelligence (AI) based antivirus where possible.

We use both encryption in transit and encryption at rest to protect PII and non-public data from unauthorized access. All communications between users are encrypted in transit using Transport Layer Security (TLS). All database and database backups are encrypted at rest.

Access to Data

Access to client data is limited to authorized individuals who require it for their job. There is no corporate resources or additional privileges from being on our network. We run on a zero-trust corporate network.

Passwords

We enforce password complexity standards, leverage Multi-Factor Authentication where possible and employ a host of other best practices related to password management.

Physical Security

Our office is secured by locked access doors inside a secured, monitored building.

Network Security

Our internal network has various defense in depth measures, including real-time monitoring and vulnerability scanning, and practices the principle of least privilege.

Security Awareness

All our employees receive security awareness training upon hire and continues throughout the year.

Independent Assessments

Bi-annual cybersecurity assessments conducted by a vetted independent 3rd party industry expert.