This Privacy Policy outlines how Legacy Financial Group (“Company,” “we,” “us,” or “our”) collects, uses, maintains, and protects information collected from users (“User,” “you,” or “your”) of our website, digital forms, communications, and any services provided directly or indirectly through this platform.
We are committed to protecting the privacy and security of your personal information. By using our website or providing your information, you consent to the data practices described in this policy.
- Information We Collect
We collect personal and non-personal information through various channels, including but not limited to:
1.1. Personal Identifiable Information (PII)
When you submit a form, request a quote, or communicate with us through this website or third-party lead platforms, we may collect:
• Full Name
• Phone Number
• Email Address
• Mailing Address
• Date of Birth
• Social Security Number (if applicable for underwriting)
• Health information relevant to insurance needs
• Financial information, such as income, mortgage details, or existing coverage
• Driver’s license or ID numbers (for annuities or policy verifications)
1.2. Non-Personal Information
We may also collect:
• IP addresses
• Browser type and version
• Device type
• Geolocation data
• Pages visited
• Session duration
• Referral sources
This data may be collected automatically through the use of cookies, tracking pixels, analytics tools (e.g., Google Analytics), and server logs. - How We Use Your Information
We collect and process your information for the following purposes:
• To provide accurate insurance quotes and recommendations
• To assess your eligibility for insurance products
• To assist in the completion of insurance applications or underwriting
• To respond to customer service inquiries
• To send updates, offers, follow-ups, or reminders via SMS, email, or phone
• To improve our website experience and marketing effectiveness
• To comply with applicable legal, regulatory, and contractual obligations
• For training, auditing, or quality assurance purposes - Communication and Marketing
By submitting your information, you explicitly authorize Legacy Financial Group and its licensed agents to contact you via:
• Phone calls (manual or auto-dialed)
• SMS/text messages
• Email
• Voicemail drops
This contact may continue even if your number is registered on federal or state Do Not Call lists, as allowed by law due to your consent or business relationship with us.
You may opt out of communications at any time by:
• Replying “STOP” to a text
• Clicking “Unsubscribe” in emails
• Contacting us directly using the information at the bottom of this page - Data Sharing and Third-Party Access
We do not sell your personal information. However, we may share it with the following categories of trusted third parties:
• Insurance carriers and underwriting partners
• CRM and lead management platforms (e.g., GoHighLevel, Close, Salesforce)
• Quoting and form automation services
• Call center or scheduling assistants
• Legal, regulatory, or compliance entities (if required by law)
• Service providers who assist us in business operations (e.g., hosting, analytics, marketing)
These third parties are required to maintain the confidentiality and security of your information and are restricted from using it for any other purpose. - Cookies and Tracking Technologies
We use cookies and other tracking tools to enhance your browsing experience and gather analytics. These tools help us:
• Remember your preferences and settings
• Analyze website traffic and behavior
• Serve targeted ads (via Google Ads, Facebook Ads, etc.)
• Monitor campaign performance
You may disable cookies through your browser settings; however, this may affect certain website functionality. - Data Retention
We retain your data as long as necessary to fulfill the purpose for which it was collected, comply with legal or regulatory obligations, and resolve disputes. If you request data deletion and it does not conflict with legal retention obligations, we will comply promptly. - Data Security
We implement industry-standard security measures to protect your information, including but not limited to:
• Secure Socket Layer (SSL) encryption
• Two-factor authentication on admin accounts
• Regular data access audits
• Role-based user access to sensitive client files
• Third-party security compliance through vendors and partners
No system is 100% secure. While we strive to protect your personal information, we cannot guarantee its absolute security. - Children’s Privacy
Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from minors. If we become aware that we have inadvertently collected information from a minor, we will take steps to delete that information promptly. - Your Rights and Choices
You may have rights under applicable privacy laws (such as CCPA, HIPAA, or others), including the right to:
• Access the personal data we hold about you
• Request correction or deletion of your data
• Withdraw consent for marketing communications
• Request restriction of processing in certain circumstances
To exercise these rights, please contact us using the information below. We may request verification of your identity prior to processing your request. - External Links
Our website may contain links to external websites not controlled by Legacy Financial Group. We are not responsible for the privacy practices or content of such third-party sites. - Changes to This Privacy Policy
We reserve the right to update this Privacy Policy at any time. Any changes will be reflected on this page with a revised effective date. Your continued use of our website and services following any changes indicates your acceptance of the updated policy.
Legacy Financial Group 