Privacy Policy

Updates and changes made to this Privacy Policy go into effect on February 3, 2023 and supersedes any previous privacy policy for InsurerCIO.

This policy provides an overview of the information collected by this site, how it is stored and secured, the limited instances collected information may be disclosed, and how we comply with various privacy laws.

What information do we collect?

We collect information from you when you register on our site, subscribe to our newsletter, fill out a form, view any page or link on our site, or interact with the Manager Select database.

When registering on our site, as appropriate, you may be asked to enter your: name, e-mail address, mailing address, job title, company name or phone number. You may, however, visit our site anonymously. Only an email address and username is required for registration. All other information is optional. When submitting a web form, you give us this and other certain information voluntarily.

InsurerCIO does not process transactions and does not collect transaction related information.

InsurerCIO does not utilize targeted or personalized advertisements in any way.

What do we use your information for?

Any of the information we collect from you may be used in one of the following ways:

; To personalize your experience

(your information helps us to better respond to your individual needs by customizing the content visible to you on the homepage or sidebars and allowing access to restricted areas)

; To improve our website

(we continually strive to improve our website offerings based on the information and feedback we receive from you)

; To improve support and service

(your information helps us to more effectively respond to your service requests and support needs)

; To send periodic emails

(The email address you provide during registration may be used to send you information and updates provided to all InsurerCIO Members or participants of Manager Select)

Note: If at any time you would like to unsubscribe from receiving future emails, you can email us at

How do we protect your information?

We implement a variety of security measures to maintain the safety of your personal information when you enter, submit, or access your personal information.

InsurerCIO takes the security of your personal information very seriously. We use website security measures consistent with current best practices. These measures include advanced access controls to limit personal information access to only internal personnel who require access to that information.

We offer the use of a secure server. All supplied sensitive is transmitted via Secure Socket Layer (SSL) technology.

Do we use cookies?

Yes (Cookies are small files that a site or its service provider transfers to your computer’s hard drive through your Web browser (if you allow) that enables the sites or service providers systems to recognize your browser and capture and remember certain information.

We use cookies to help us remember, understand and save your preferences for future visits and compile aggregate data about site traffic and site interaction, so that we can offer better site experiences and tools in the future.

Do we disclose any information to outside parties?

Outside parties are defined as any entity not related to InsurerCIO or its affiliates Strategic Asset Alliance, Inc. or SAA Advisors. We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This includes email addresses, mailing addresses, phone numbers, IP addresses, page views or usernames. This does not include trusted third parties who assist us in conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect ours or others rights, property, or safety.

Third-party links

Occasionally, at our discretion, we may include or offer third-party content, products or services on our website. These third-party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these sites.

European General Data Protection Regulation (GDPR)

This website is intended for U.S.-domiciled institutional investors and not intended for consumers or other users outside of the U.S., including the E.U.

Additionally, this website is operated by an organization with fewer than 250 employees and is further exempt from certain requirements of this regulation.

This website only utilizes cookies necessary to operate the site; it does not utilize targeted or personalized advertisements. This website also does not process, collect or store any transaction-related information. All users of our site may contact us to make any requests or changes to their information at any time by emailing us at

California Online Privacy Protection Act Compliance

Because we value your privacy we have taken the necessary precautions to be in compliance with the California Online Privacy Protection Act. We therefore will not distribute your personal information to outside parties without your consent.

As part of this act, all users of our site may contact SAA to make any requests or changes to their information at any time by emailing us at

New York Shields Act Compliance

As previously detailed in this Privacy Policy, we implement a variety of security measures to maintain the safety of your personal information when you enter, submit, or access your personal information.

Virginia Consumer Data Protection Act

This website is intended for U.S.-domiciled institutional investors. Thus, we do not collect information from consumers.

Colorado Privacy Act

This website is intended for U.S.-domiciled institutional investors. Thus, we do not collect information from consumers.

Utah Consumer Act

This website is intended for U.S.-domiciled institutional investors. Thus, we do not collect information from consumers.

Childrens Online Privacy Protection Act Compliance

We are in compliance with the requirements of COPPA (Childrens Online Privacy Protection Act), we only collect information from adults. Our website, products and services are not intended for children.

Google Analytics

We use a tool called “Google Analytics” to collect site usage information. Google Analytics collects information such as how often users visit this site, what pages they visit when they do so, if applicable, the page on another site that was used to link to this site. We use the information we get from Google Analytics only to improve this site. Google Analytics collects only the IP address assigned to you on the date you visit this site, rather than your name or other identifying information. We do not combine the information collected through the use of Google Analytics with personally identifiable information. Although Google Analytics plants a permanent cookie on your web browser to identify you as a unique user the next time you visit this site, the cookie cannot be used by anyone but Google. Google’s ability to use and share information collected by Google Analytics about your visits to this site is restricted by the Google Analytics Terms of Use (as amended for government websites) and the Google Privacy Policy. You can prevent Google Analytics from recognizing you on return visits to this site by disabling cookies on your browser.

Online Privacy Policy Only

This online privacy policy applies only to information collected through InsurerCIO and not to information collected offline.

Terms and Conditions

Please also visit our Terms and Conditions section establishing the use, disclaimers, and limitations of liability governing the use of our website at Terms of Use.

Your Consent

By using our site, you consent to our websites privacy policy.

Changes to our Privacy Policy

If we decide to change our privacy policy, we will post those changes on this page, send an email notifying you of any changes, and/or update the Privacy Policy modification date below.

This policy was last modified on 02/03/2023

Contacting Us
If there are any questions regarding this privacy policy you may contact us using the information below.
11 Bellwether Way, Ste. 209
Bellingham, WA 98225

Note: The information on this website is only intended for U.S.-based/domiciled institutional investors, such as insurers, or insurance-based public entities. Always contact a professional before making any investment decision.  This website only uses cookies that are necessary for it to operate.  For information on how this website utilizes cookies, please view our Privacy Policy (updated as of February 3, 2023).