Privacy Policy

Whalen & Company takes your privacy seriously. Please read the following to learn more about our privacy policy.

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What This Privacy Policy Covers

  • This policy covers how Whalen & Company treats personal information that Whalen & Company collects and receives, including information related to your past use of Whalen & Company products and services. Personal information is information about you that is personally identifiable like your name, address, email address, or phone number, and that is not otherwise publicly available.
  • This policy does not apply to the practices of companies that Whalen & Company does not own or control, or to people that Whalen & Company does not employ or manage.

Information Collection and Use

Whalen & Company collects personal information when you register with Whalen & Company, when you use Whalen & Company products and services and when you visit Whalen & Company pages. Whalen & Company may combine information about you that we have with information we obtain from business partners or other companies.

  • When you register or use any of our products or services we may ask for information such as your name, email address, birth date, gender, zip code, occupation, and industry. For some financial and insurance products and services we may also ask for your address, Social Security number, and information about your assets. Once you use any of our products and services or sign in to our services, you are not anonymous to us.
  • Whalen & Company may collect information about your transactions with us and with some of our business partners, including information about your use of financial and insurance products and services that we offer.
  • Whalen & Company may automatically receive and record information on our server logs from your browser, including your IP Address, Whalen & Company cookie information, and the page you request.
  • Whalen & Company uses personal information for the following general purposes: To fulfill your requests for use of our products and services, improve our services, contact you, conduct research, and provide anonymous reporting for internal and external clients.

Information Sharing and Disclosure

  • Whalen & Company does not rent, sell, or share personal information about you with other people or nonaffiliated companies except to provide products or services you’ve requested, when we have your permission, or under the following circumstances:
We provide the information to trusted partners who work on behalf of or with Whalen & Company under confidentiality agreements. These companies may use your personal information to help Whalen & Company communicate with you about offers from Whalen & Company and our marketing partners. However, these companies do not have any independent right to share this information.
We respond to subpoenas, court orders, or legal process, or to establish or exercise our legal rights or defend against legal claims;
We believe it is necessary to share information in order to investigate, prevent, or take action regarding illegal activities, suspected fraud, situations involving potential threats to the physical safety of any person, or as otherwise required by law.
We transfer information about you if Whalen & Company is acquired by or merged with another company. In this event, Whalen & Company will notify you before information about you is transferred and becomes subject to a different privacy policy.


  • Whalen & Company may set and access Whalen & Company cookies on your computer.

Confidentiality and Security

  • We limit access to personal information about you to employees who we believe reasonably need to come into contact with that information to provide products or services to you or in order to do their jobs.

Changes to this Privacy Policy

  • Whalen & Company may update this policy. We will notify you about significant changes in the way we treat personal information by placing a prominent notice on our site.

Effective Date: Tuesday, May 31, 2005