Privacy Policy

A legal disclaimer

The explanations and information provided on this page are only general and high-level explanations and information on how to write your own document of a Privacy Policy. You should not rely on this article as legal advice or as recommendations regarding what you should actually do, because we cannot know in advance what are the specific privacy policies you wish to establish between your business and your customers and visitors. We recommend that you seek legal advice to help you understand and to assist you in the creation of your own Privacy Policy.

Privacy Policy - the basics

Having said that, a privacy policy is a statement that discloses some or all of the ways a website collects, uses, discloses, processes, and manages the data of its visitors and customers. It usually also includes a statement regarding the website’s commitment to protecting its visitors’ or customers’ privacy, and an explanation about the different mechanisms the website is implementing in order to protect privacy.

Different jurisdictions have different legal obligations of what must be included in a Privacy Policy. You are responsible to make sure you are following the relevant legislation to your activities and location.

We do not sell your data

We do not sell, rent, or share your personal information, including mobile phone numbers, with third parties for their independent marketing purposes.

Health Information

Any health-related information you provide during the quoting or application process is used solely to obtain accurate insurance quotes and is shared only with insurance carriers you have chosen to apply with. We follow applicable HIPAA and state health privacy regulations.

SMS Terms

Legacy Financial Planning uses SMS messaging to deliver
personalized life insurance quotes, application follow-ups, policy
updates, appointment reminders, and responses to your inquiries.

Frequency: Message frequency varies based on your engagement,
typically 2-6 messages per month for informational messages and
1-4 messages per month for promotional messages if opted in.

Cost: Message and data rates may apply. Please consult your
mobile carrier for details on your specific plan.

Consent: You must be 18 years or older to consent to receive SMS
messages. Consent to receive SMS is not required as a condition
of purchasing any goods or services.

Opt-Out: You may opt out at any time by replying STOP, UNSUBSCRIBE,
CANCEL, END, QUIT, or REMOVE to any message. You will receive one
confirmation message and will not receive further messages.

Help: For assistance, reply HELP to any message or contact us at
(737) 757-6483 or team@legacyfinancialplanning.org.