Privacy Policy

01 Information We Collect

Information you provide directly. When you fill out a form on the Site, we collect what you submit, which may include:

• Name, email address, and phone number (contact forms, newsletter signup, checklist download, booking requests)
• Your responses to our financial assessment quiz, which help us understand your goals and priorities
• Any information you choose to share when you contact us by email, phone, or chat

Information collected automatically. Like most websites, the Site may collect standard technical information such as IP address, browser type, device type, pages visited, and time on page through cookies and similar technologies used by our hosting and analytics providers.

Sensitive financial information. The Site's forms and quiz are educational and do not request Social Security numbers, account numbers, or medical information. Please do not submit that information through the Site. Detailed personal and financial information needed for an insurance application is collected only through secure carrier processes after you engage us directly.

02 How We Use Your Information

• To respond to your inquiries and schedule consultations you request
• To send you the resources you ask for, such as the Legacy Protection Checklist
• To deliver our newsletter, The Legacy Letter, if you subscribe
• To tailor educational follow-up based on your quiz responses
• To operate, secure, and improve the Site
• To comply with legal, regulatory, and record-keeping obligations that apply to licensed insurance professionals

03 Email Communications

If you subscribe to our newsletter or download a resource, we may send you educational emails. Every marketing email we send includes an unsubscribe link, and you may opt out at any time. We will still send non-marketing messages when necessary, such as replies to your direct inquiries.

04 How We Share Your Information

We do not sell your personal information. We share information only in these limited circumstances:

• Service providers. We use trusted third-party platforms to operate the Site and our communications — including website hosting (Netlify), domain services (GoDaddy), email and business tools (Google), email marketing (ActiveCampaign), customer relationship management (HubSpot), scheduling (Calendly), and website chat (Tidio). These providers process information only to provide their services to us.
• Professional referrals. If you ask us to coordinate estate planning, we share only the information you authorize with the licensed estate attorney handling your matter.
• Insurance carriers. If you apply for coverage, information is shared with the carrier as part of the application process you authorize.
• Legal requirements. We may disclose information when required by law, regulation, subpoena, or a regulator such as the California Department of Insurance.

05 Cookies and Analytics

The Site may use cookies and analytics tools to understand how visitors use our pages so we can improve them. You can control cookies through your browser settings; disabling them may affect some Site features.

06 Data Retention

We keep personal information only as long as needed for the purposes described above, and as required by insurance record-keeping laws and regulations that apply to licensed agents in California.

07 Security

We use reasonable administrative and technical safeguards to protect your information. No method of transmission over the internet is 100% secure, so we cannot guarantee absolute security.

08 Your California Privacy Rights

If you are a California resident, you may have rights under California privacy law, including the right to know what personal information we have collected about you, the right to request deletion of your personal information, the right to correct inaccurate information, and the right not to receive discriminatory treatment for exercising these rights. We do not sell or share personal information for cross-context behavioral advertising.

To exercise any of these rights, contact us at info@legacywealthbuildersllc.com or (209) 250-7716. We will verify your request and respond within the time required by law.

09 Children's Privacy

The Site is intended for adults. We do not knowingly collect personal information from anyone under 18. If you believe a minor has provided us information, contact us and we will delete it.

10 Third-Party Links

The Site may link to third-party websites, including carrier and scheduling pages. Their privacy practices are governed by their own policies, which we encourage you to review.

11 Changes to This Policy

We may update this policy from time to time. The “Last updated” date above reflects the most recent version. Continued use of the Site after changes means you accept the updated policy.

12 Contact Us

Legacy Wealth Builders LLC
4539 South B Street, Stockton, CA 95206
info@legacywealthbuildersllc.com  ·  (209) 250-7716