Privacy Policy

Introduction

Legacy Foundation Group (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website legacyfoundationgroup.net, use our agent portal, or engage our financial planning and insurance services.

By using our website or services, you consent to the practices described in this policy. If you do not agree, please discontinue use of our site.

Information We Collect

Information You Provide

• Contact information (name, email address, phone number, mailing address)
• Financial planning inquiry details submitted through consultation request forms
• Account credentials when you register as an agent or client on our portal
• Payment information processed through our third-party payment provider (Stripe via GoHighLevel)
• Communications you send us via email, chat, or phone

Information Collected Automatically

• Device and browser information (IP address, browser type, operating system)
• Usage data (pages visited, time on site, referring URLs)
• Cookies and similar tracking technologies for site functionality and analytics

How We Use Your Information

• To provide, operate, and improve our financial planning and insurance services
• To process consultation requests, agent onboarding, and account management
• To communicate with you about appointments, services, and account updates
• To send periodic emails, newsletters, or marketing communications (with your consent)
• To process payments and manage subscriptions
• To comply with legal and regulatory obligations in the insurance and financial services industry
• To detect and prevent fraud, unauthorized access, and other security issues

Information Sharing & Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share information in the following limited circumstances:

• Service Providers: Trusted third parties who assist us in operating our website and services (e.g., payment processors, email delivery, CRM platforms) under strict confidentiality agreements
• Insurance Carriers & Partners: When necessary to process applications or service your policies, with your authorization
• Legal Requirements: When required by law, subpoena, court order, or government regulation
• Business Transfers: In connection with a merger, acquisition, or sale of assets, where your information may be transferred

SMS & Text Messaging

If you provide your phone number, you may receive text messages related to appointment reminders, account notifications, or service updates. Message and data rates may apply. You can opt out of text messages at any time by replying STOP to any message. Message frequency varies. We do not share your phone number with third parties for their marketing purposes.

Cookies & Tracking

We use cookies and similar technologies to enhance your browsing experience, analyze site traffic, and understand user behavior. You may control cookie preferences through your browser settings. Disabling cookies may affect site functionality.

Data Security

We implement industry-standard security measures including encryption, secure server infrastructure, and access controls to protect your personal information. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

Your Rights

• Request access to the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information (subject to legal retention requirements)
• 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 at [email protected].

Children’s Privacy

Our 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 inadvertently collected such information, we will take steps to delete it.

Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated “Last Updated” date. Your continued use of the site after any changes constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us: