Privacy Policy

Legacy Shield LLC ("we," "us," or "our") operates the Legacy Shield website. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or submit a quote request or contact form. Please read this policy carefully. By using our website, you agree to the practices described herein.

1. Information We Collect

We may collect the following types of personal information when you interact with our website:

Information You Provide Directly

• Full name
• Email address
• Phone number
• Date of birth
• Annual income range
• State of residence
• General health status
• Tobacco/nicotine use status
• Any additional information you include in messages or forms

Information Collected Automatically

• Browser type and version
• Operating system
• IP address
• Pages visited and time spent on pages
• Referring website or source
• Device type (desktop, mobile, tablet)

2. How We Use Your Information

We use the information we collect to:

• Provide you with personalized life insurance and annuity quotes
• Respond to your inquiries and schedule consultations
• Communicate with you about your policy options and financial planning
• Improve our website, services, and user experience
• Comply with legal and regulatory obligations
• Send you relevant updates or educational content (with your consent)

3. How We Share Your Information

We do not sell your personal information. We may share your information only in the following circumstances:

• Insurance carriers and underwriters: To process your application and provide accurate quotes
• Service providers: Trusted third parties who assist us with website hosting, CRM management, and communication tools
• Legal compliance: When required by law, regulation, or legal process
• Business transfers: In connection with a merger, acquisition, or sale of assets

4. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

5. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience, analyze site traffic, and understand how visitors interact with our website. You can control cookie preferences through your browser settings. Disabling cookies may affect certain features of the website.

6. Third-Party Links

Our website may contain links to third-party websites, including our scheduling platform and social media profiles. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

7. Your Rights

Depending on your state of residence, you may have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information
• Opt out of marketing communications at any time
• Withdraw consent where processing is based on consent

To exercise any of these rights, please contact us using the information below.

8. Children's Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a minor, we will take steps to delete it promptly.

9. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The updated policy will be posted on this page with a revised "Last updated" date. We encourage you to review this policy periodically.

10. Contact Us

If you have any questions or concerns about this Privacy Policy or how your information is handled, please contact us: