privacy policy

Last Updated: June 20, 2025

This Privacy Policy describes how The Legacy Agents™ ("we," "our," or "us") collects, uses, stores, and protects your personal information when you visit our website

https://thelegacyagents.com interact with our services, or provide your information to us directly.

By using our website or submitting your information, you agree to the terms outlined in this Privacy Policy. If you do not agree, please do not use the site.

WHAT WE COLLECT

We may collect the following types of personal information from users:

Full NameEmail AddressPhone Number (including SMS consent if applicable)IP Address and Browser InformationSurvey or Form ResponsesPurchase Details (product or service, date, payment method, etc.)

We do not knowingly collect data from individuals under the age of 18 without verified parental or guardian consent.

HOW WE USE YOUR INFORMATION

We collect and use your information to:

Deliver the products, services, and digital resources you’ve requestedSend transactional updates (e.g., login details, access links, onboarding info)Communicate with you via email or SMS regarding your order, quiz results, or system setupSend marketing communications that may include offers, reminders, and educational contentAnalyze website usage to improve site performance and user experienceComply with legal obligations and enforce our Terms and Conditions

You may unsubscribe from promotional emails at any time by clicking “unsubscribe” at the bottom of any message. You may opt out of SMS communications by replying STOP.

DATA SHARING + THIRD PARTIES

We do not sell, rent, or share your personal information with unaffiliated third parties for their own marketing purposes.

However, we may share your data with trusted service providers who help us operate our business, such as:

Payment processors (e.g., Stripe, PayPal)Email marketing platforms (e.g., ActiveCampaign, GoHighLevel)Hosting providers and analytics tools (e.g., Google Analytics, Meta Pixel)Licensed insurance agents affiliated with The Legacy Agents for follow-up if you opted in via a quiz or lead form

These parties are contractually obligated to protect your data and only use it for its intended purpose.

WE ARE NOT AN INSURANCE AGENCY
The Legacy Agents™ is a marketing and automation agency. We are not licensed to provide insurance quotes, policy advice, or financial services. Any insurance-related questions, quotes, or coverage decisions must be handled by a licensed insurance agent.

If you submit your contact information via our site, you may be contacted by a licensed agent who is affiliated with us or who uses our platform. That licensed agent is responsible for compliance with all state and federal insurance laws.

COOKIES + TRACKING
We may use cookies, pixels, and similar technologies to:

Track visitor behavior on our websitePersonalize your experienceRetarget you with relevant ads on third-party platforms

You may disable cookies in your browser settings. However, doing so may impact your ability to fully use our site.

SMS + EMAIL CONSENT
By submitting your mobile number or email address through any form on https://thelegacyagents.com you consent to receive communication from The Legacy Agents™ and/or its affiliated licensed insurance agents.

You may opt out of SMS communication at any time by replying STOP. Standard message and data rates may apply.

DATA SECURITY
We take reasonable precautions to protect your personal data. Our site uses SSL encryption, and we rely on PCI-compliant partners for all payment processing. We do not store your full credit card details on our servers.

YOUR RIGHTS UNDER GDPR + CCPA
If you are a resident of the European Union or California, you have additional rights under GDPR and CCPA including:

The right to request a copy of your dataThe right to correct, update, or delete your informationThe right to opt out of data collection or sale (we do not sell your data)

To exercise any of these rights, email us at [email protected] with your request.

DATA RETENTION
We retain personal data only as long as necessary to fulfill the purpose for which it was collected—unless a longer retention period is required by law.

CHANGES TO THIS POLICY
We may update this Privacy Policy at any time. When we do, we’ll revise the “Last Updated” date above. Continued use of our site after any changes constitutes your acceptance of those changes.

CONTACT US
If you have questions or concerns regarding this Privacy Policy or your data, you may contact us using the information below:

The Legacy Agents™

Website:

https://thelegacyagents.com

Email:

[email protected]

Phone:

866-619-9818