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Privacy Policy

At Lionstone Advisors LLC we value our customer and consumer relationships and are aware of the trust and responsibilities these relationships entail. We are committed to offering our customers quality insurance products. In so doing, however, we are mindful of our obligation to ensure the privacy of nonpublic personal information entrusted to us is not compromised. We have adopted this Privacy Policy to assist us in achieving these objectives.

Categories of Information We Collect
We collect nonpublic personal information about you from the following sources:
• Information we receive from you on applications or other forms

Safeguarding Customer Information
We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

Categories of Information We Disclose
We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law. We may disclose all of the information we collect, as described above, to companies that perform marketing services on our behalf or to other financial institutions with whom we have joint marketing agreements.

Online Privacy Policy
Lionstones Privacy Policy explains how we use and share information about you as we provide insurance products. However, because of the unique nature of online transactions, there is some additional information you should be aware of when you visit our Website. This policy describes our online-specific Privacy Policy. Customers who conduct online activities are subject to both the Privacy Policy described above and this Online Privacy Policy. Capitalized terms not defined herein shall have the meanings set forth in the Privacy Policy.

Information We Collect Online
When you use our Website, we may collect personally identifiable information from you such as your email address and your name and address if you are submitting an online quote.

Protection of Your Online Information
Lionstone is dedicated to the security of your personal information, and we take every commercially reasonable precaution to maintain that protection. To prevent unauthorized access or disclosure, maintain data accuracy and facilitate the appropriate use of information, we use physical, electronic and managerial procedures to attempt to protect the personal information we collect online. Encryption tools are used when collecting or transferring sensitive information.

We may also collect information about you and your use of our site through the use of Cookies. “Cookies” are small computer files that we transfer to your computer’s hard drive that allow us to know how often someone visits our site and the activities they conduct while on our site. Cookies contain no personal information and are not used to monitor activity once you leave our website. This information helps us dynamically generate advertising and content on web pages specifically designed for you and also allows us to statistically monitor how many people are using our site and for what purpose.

Lioinstone Insurance Advisors believes that choice is one of the most important privacy principles. You have the choice not to submit any personally identifiable information to us (although under such circumstances you may not be able to use many of our online services). You also may choose to limit the use of or access to your personally identifiable information by, among other things, requesting or not requesting that we communicate Lionstones offerings to you. You may “opt out” of any such communications lists at any time simply by contacting us at Additionally, each e-mail message we send you will clearly state how you may remove your name from the e-mail list.

Please note that you will not be able to opt out with regard to the collection and disclosure of aggregate information. Such information does not include anything personally identifiable, however, and simply reflects statistical analysis of various aspects of site usage.

Retention of Information
Once you have provided personal information to Lionstone, we will store and maintain the information you have volunteered for so long as you have not directed us otherwise. Our retention of this data allows us to continue providing you with personalized services and appropriate products without interruption. If our relationship with you ends, we will continue to treat your information in the manner consistent with these privacy policies.

Whom You Should Contact With Questions
If you have any questions or concerns relating to the Privacy Policy or Online Privacy Policy, letters should be forward directly to:

Customer Privacy

Lionstone Insurance Advisors LLC.
113 Wooded lane
Villanova, PA 19085-0386
Or, you may e-mail us at or call us at 800.443.5903, Monday –Friday, 9am-5pm EST.


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