Privacy Policy

Overview

Financial Legacy ("we," "us," or "our") respects your privacy. This Privacy Policy explains what information we collect, how we use it, and the choices you have. The contact information below matches what we have submitted in our Brand Registration.

Information We Collect

When you request a quote, consultation, or policy review, we may collect your name, email address, phone number, the service you're interested in, and any details you choose to share about your needs. We collect only what is necessary to provide insurance guidance and service.

How We Use Your Information

• To respond to your inquiries and provide requested quotes or reviews.
• To schedule and confirm consultations and appointments.
• To send service notifications related to your policy or request.
• To send marketing messages about special offers, discounts, and service updates — only if you have consented.

SMS / Text Messaging

We may send text messages to the phone number you provide only if you have affirmatively opted in using the consent checkboxes on our forms. Marketing and non-marketing messages are separate consents — you may opt into one, both, or neither, and your choice does not affect your ability to submit a request.

You can opt out of text messages at any time by replying STOP to any message, or by contacting us using the details below. For help, reply HELP or contact us directly.

Non-Sharing of Information

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

No Sale or Purchase of Leads

We do not sell, rent, or buy leads. We do not share your information with third parties for marketing purposes, and we are not affiliated with any specific insurance carrier in a way that influences how your information is used.

Data Security

We take reasonable measures to protect your personal information against unauthorized access, alteration, or disclosure. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

Your Choices

You may request access to, correction of, or deletion of your personal information at any time. You may also opt out of text messaging by replying STOP, or unsubscribe from email communications using the link provided in each message.

Contact Us

If you have questions about this Privacy Policy or your personal information, please contact us:

• Phone: 219-851-2795
• Email: brandeneaton.plg@gmail.com
• Address: 1412 Weller Ave, LaPorte IN 46350