Randy,
Our privacy disclosure states that(1) we share info for joint marketing with other financial companies. It also states that (2) we do not share info with affiliates for them to market to our customers. (our only affiliate is an insurance company).
If we change to indicate we do share with affiliates, could we use the joint marketing exception to avoid the opt-out requirement?
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The opinions expressed are mine and do not necessarily reflect those of my employer.