Regulations
Privacy Policy
Effective Date: 01/01/2026
Business Name: The Legacy Ladies LLC
Website: https://thelegacyladies.org
1. Information We Collect
We collect personal information you voluntarily provide, including but not limited to:
*Name
*Email address
*Phone number
*Financial or retirement-related information (when shared during consultations)
We may also collect:
*IP address
*Browser/device information
*Website usage data via cookies and tracking tools
2. How We Use Your Information
We use your information to:
*Provide retirement planning education and services
*Schedule consultations and communicate with you
*Send informational and promotional messages (if you opt in)
*Improve our website, services, and user experience
*Comply with legal and regulatory requirements
3. SMS & Communication Consent
By providing your phone number and opting in, you consent to receive text messages from The Legacy Ladies, including:
*Appointment confirmations and reminders
*Educational content
*Marketing and promotional messages (if separately consented)
*Message frequency may vary. Message and data rates may apply.
*Reply STOP to opt out. Reply HELP for assistance.
4. Sharing of Information
We do not sell your personal information.
We may share your information with:
*Licensed insurance carriers or financial partners (only as needed to provide services)
*Service providers (CRM systems like GoHighLevel, email/SMS platforms, etc.)
*Legal or regulatory authorities when required
5. Data Security
We implement reasonable safeguards to protect your information. However, no method of transmission over the internet is 100% secure.
6. Your Rights
You may:
*Request access to your personal data
*Request corrections or deletion
*Opt out of communications at any time
*To do so, contact us at: [email protected]
7. Cookies & Tracking
We use cookies and similar technologies to improve your experience and analyze website traffic. You can disable cookies through your browser settings.
8. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for their privacy practices.
9. Updates to This Policy
We may update this Privacy Policy at any time. Updates will be posted on this page with a revised effective date.
10. Contact Us
The Legacy Ladies LLC
[email protected]
Disclaimer: The Legacy Ladies provides educational and insurance-related services. We do not provide legal or tax advice. Any information shared is for general educational purposes only and should not be considered individualized financial, legal, or tax advice. Product availability and benefits vary by carrier and individual eligibility. All consultations are educational in nature until a formal application is completed.