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Privacy Policy

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

NOTICE: Click here for important information about safe surfing from the Federal Trade Commission.

What This Privacy Policy Covers

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 Collection and Use


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 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:

Information Sharing and Disclosure

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 Retention

Whalen & Company will retain your personal data only for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use your personal data to the extent necessary to comply with our legal obligations (for example, if we are required to retain your data to comply with applicable laws), resolve disputes, and enforce our legal agreements and policies.


Whalen & Company will also retain usage data for internal analysis purposes. Usage data is generally retained for a shorter period of time, except when this data is used to strengthen the security or to improve the functionality of our service, or we are legally obligated to retain this data for longer time periods.

Our company is hosted on the platform. provides us with the online platform that allows us to sell our products and services to you. Your data may be stored through’s data storage, databases and the general applications. They store your data on secure servers behind a firewall.


Whalen & Company may contact you to notify you regarding your account, to troubleshoot problems with your account, to resolve a dispute, to collect fees or monies owed, to poll your opinions through surveys or questionnaires, to send updates about our company, or as otherwise necessary to contact you to enforce our User Agreement, applicable national laws, and any agreement we may have with you. For these purposes we may contact you via email, telephone, text messages, and postal mail.


Whalen & Company may set and access cookies on your computer.  Click here for more information regarding the Cookies Policy.

Confidentiality and Security

We limit access to personal information about you to employees whom 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.

Contact Us

If you have any questions about this Privacy Policy, You can contact us:

By phone:  (859) 234-5454

By email:

By mail: 101 South Walnut Street Cynthiana, KY 41031

Last updated: December 01, 2021


If you do not want Whalen & Company to process your data anymore, please contact us using one of the methods shown below.

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