Privacy Policy

Legacy Financial Group ("we," "us," or "our") respects your privacy. This policy explains what information we collect through legacylfg.com and our services, how we use it, and the choices you have.

Information we collect

• Information you provide: name, contact details, date of birth, state of residence, and coverage or health information you share when requesting quotes, booking appointments, or applying to join our team.
• Automatic information: device type, browser, pages visited, and similar analytics data collected through cookies and comparable technologies.

How we use your information

• To provide insurance comparisons, quotes, and ongoing policy service through licensed agents.
• To communicate with you — including by phone, email, and, with your consent, SMS. Reply STOP to opt out of SMS at any time; reply HELP for help. Message and data rates may apply.
• To process agent applications and recruiting inquiries.
• To improve our website and services.

How we share information

We share your information only as needed to serve you: with insurance carriers to obtain quotes and process applications, with service providers who operate our systems (such as our CRM), and as required by law. We do not sell your personal information. SMS consent is never shared with third parties for marketing purposes.

Data security & retention

We use commercially reasonable safeguards to protect your information and retain it only as long as necessary for the purposes above or as required by insurance regulations.

Your choices

• Opt out of marketing emails via the unsubscribe link in any message.
• Opt out of SMS by replying STOP.
• Request access to, correction of, or deletion of your personal information by contacting us.

Contact

Questions about this policy: admin@legacylfg.com or +1 (503) 964-0835, Legacy Financial Group, 4050 E Cotton Center Blvd, STE 30, Phoenix, AZ 85040.