Privacy Policy | InsurerCIO

Privacy Policy

Updates and changes made to this Privacy Policy go into effect on December 4, 2025 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, or anonymously submit prompts and responses into the IIFOnline platform (“IIFOnline.ai” or “IIFOnline”).

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.

When accessing IIFOnline, you are able to anonymously enter prompts (i.e. questions, inquiries, etc.) into an educational A.I. chatbot to define terms and identify resources. IIFOnline also provides interactive games, which were developed with the assistance of A.I. You are able to provide responses to these games via multiple choice options. The tools on IIFOnline are for educational purposes only and do not offer investment advice. You may use IIFOnline anonymously. When submitting prompts or providing responses, you give us this and any other 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.

InsurerCIO does not share information it collects with any Artificial Intelligence or A.I.-related tools, such as chatbots or LLMs.

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 offering, compliance, and security, 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 (or other related tools)

Note: If at any time you would like to unsubscribe from receiving future emails, you can email us at saa@saai.com

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.

InsurerCIO’s security measures include the mitigation of A.I.-related risks to protect collected information or any other sensitive/non-public information from being shared with any A.I.-related tool.

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.

Do we use Artificial Intelligence (A.I.)?

InsurerCIO does not utilize A.I. to generate proprietary content on its website, such as articles, white papers, primers, or analytical tools. InsurerCIO may utilize A.I. to assist with its UX Design (“User Experience”). InsurerCIO does provide access to an A.I chatbot and educational games (“IIFOnline.ai”). Prior to accessing these resources, users will be notified that they are entering a website that uses A.I. to generate at least some of its contents. These resources may have used InsurerCIO, or its affiliates, as a source of its contents.

We do not share or transfer your personally identifiable information with any A.I.-related tools.

Prompts and responses entered into IIFOnline are automatically deleted after 180 days. All prompts and responses entered into IIFOnline are gathered or stored anonymously.

InsurerCIO does not utilize or provide access to any A.I. tool that intends to, or is capable of, meeting users’ social needs. Any current or future utilization of A.I. by InsurerCIO shall be for the purposes of productivity and analysis related to source information, internal research, or technical assistance.

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, including if or how third-party sites utilized A.I. 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 saa@saai.com

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 saa@saai.com.

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.

Colorado Privacy Act