Privacy Policy
How we collect, use, and protect your information.
Last updated: June 8, 2026
Your Legacy Plan ("Your Legacy Plan," "we," "us," or "our") respects your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit yourlegacyplan.us (the "Site") or contact us for information about life insurance, retirement, and related services.
1. Information We Collect
- Information you provide. When you submit our contact form, request a consultation, or chat with us, we may collect your name, email address, the type of service you are interested in, and any message you send.
- Communications. Records of your communications with us, including via our website chat, email, phone, or text message.
- Automatically collected information. When you use the Site, we and our service providers may collect device and usage data such as IP address, browser type, pages viewed, and referring pages through cookies and similar technologies.
2. How We Use Your Information
- To respond to your inquiries and schedule consultations.
- To provide information about life insurance, retirement, legacy, and related products and services.
- To connect you with a licensed insurance professional who can assist you.
- To send you administrative messages and, where permitted, marketing communications.
- To operate, maintain, and improve the Site and our services.
- To comply with legal and regulatory obligations.
3. How We Share Your Information
We do not sell your personal information. We may share your information with:
- Licensed insurance professionals and carriers as needed to provide quotes, coverage, and service.
- Service providers that support our business, such as customer-relationship and messaging platforms (for example, LeadConnector / HighLevel) and website hosting providers.
- Legal and regulatory authorities when required by law or to protect our rights.
4. Text Messaging & Phone Consent (TCPA)
By providing your phone number and submitting a request, you consent to be contacted by Your Legacy Plan and its licensed representatives by phone call, text message (SMS), and email at the number and address provided, including through automated technology, regarding your inquiry and related products and services. Consent is not a condition of purchase. Message and data rates may apply. You can opt out of text messages at any time by replying STOP, and you may request to stop other communications by contacting us at [email protected].
5. Cookies & Tracking
The Site may use cookies and similar technologies to operate the website, remember preferences, and understand how visitors use the Site. You can usually control cookies through your browser settings. Disabling cookies may affect certain features.
6. Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
7. Data Retention
We retain your information for as long as needed to fulfill the purposes described in this Policy, comply with our legal obligations, resolve disputes, and enforce our agreements.
8. Your Rights & Choices
Depending on your state of residence, you may have the right to request access to, correction of, or deletion of your personal information, and to opt out of certain communications. To exercise these rights, contact us at [email protected]. We will respond consistent with applicable law.
9. Children's Privacy
The Site is not directed to children under 18, and we do not knowingly collect personal information from children. If you believe a child has provided us information, please contact us so we can remove it.
10. Third-Party Links
The Site may contain links to third-party websites or services. We are not responsible for the privacy practices of those third parties, and we encourage you to review their policies.
11. Changes to This Policy
We may update this Privacy Policy from time to time. The "Last updated" date above reflects the most recent revision. Continued use of the Site after changes constitutes acceptance of the updated Policy.
12. Contact Us
If you have questions about this Privacy Policy, contact us at:
Your Legacy Plan
Email: [email protected]
South Florida