Effective Date: January, 2026
Company Name: Secured Legacy
1. Introduction
Your privacy is important to us. This Privacy Policy explains how we collect, use, share, and protect your personal information when you use our services related to Life Insurance, Medicare, and Mortgage Protection.
2. Information We Collect
We may collect the following information:
- Full Name
- Phone Number
- Email Address
- Residential Address
- ZIP Code
- Date of Birth
- Insurance-related information
- IP Address and device/browser information
3. How We Use Your Information
We use your information to:
- Provide insurance quotes and product information
- Connect you with licensed insurance agents
- Verify eligibility for Medicare and insurance plans
- Improve website performance and user experience
- Comply with legal obligations
4. Call, SMS & Email Consent
By submitting your information, you agree to be contacted by:
- Phone calls (including auto-dialed and prerecorded messages)
- SMS/text messages
- Emails
You may opt out at any time by replying STOP to SMS or contacting us.
5. How We Share Your Information
We may share your information with:
- Licensed insurance agents and brokers
- Insurance carriers and providers
- CRM and technology service providers
- Marketing and lead distribution partners
We do not sell your personal information where prohibited by law.
6. HIPAA Disclaimer
We are not a covered entity under HIPAA. Health information is used only for insurance eligibility purposes.
7. Data Security
We use industry-standard security measures to protect your data but cannot guarantee 100% security.
8. Cookies & Tracking Technologies
We use cookies and analytics tools to improve your experience.
9. U.S. State Privacy Rights
California and other U.S. state residents may have rights to access, delete, or opt out of the sale/sharing of their personal data. Please see Section 14 for specific California disclosures.
10. Children’s Privacy
We do not knowingly collect data from anyone under the age of 18.
11. Third-Party Links
We are not responsible for external websites linked from our platform.
12. Policy Updates
We may update this policy at any time. Changes will be posted with a new effective date.
13. California Privacy Rights (CCPA / CPRA Notice)
This section applies only to residents of the State of California and supplements the information contained elsewhere in this Privacy Policy.
a. Categories of Personal Information Collected
Within the last twelve (12) months, we may have collected the following categories of personal information as defined by California law:
- Identifiers: Name, phone number, email address, postal address, ZIP code, date of birth.
- Internet Activity: IP address, device and browser data.
- Commercial Information: Insurance inquiries and quote requests.
- Sensitive Personal Information: Health-related information provided for insurance eligibility purposes (collected with explicit consent).
b. Purposes for Collection and Use
- Providing insurance quotes and related services.
- Connecting consumers with licensed insurance agents and carriers.
- Verifying eligibility for insurance and Medicare plans.
- Customer communication and support.
- Legal, compliance, and fraud-prevention purposes.
c. Disclosure of Personal Information
We may disclose personal information to:
- Licensed insurance agents and brokers.
- Insurance carriers and providers.
- CRM, call tracking, analytics, and technology service providers.
- Lead distribution and marketing partners, as permitted by law.
d. Sale or Sharing of Personal Information
We do not sell personal information for monetary compensation. However, certain disclosures may be considered a “sale” or “sharing” under California law. California residents have the right to opt out of such sale or sharing of personal information.
e. Your California Privacy Rights
California residents have the right to:
- Request access to the personal information we collect.
- Request correction of inaccurate personal information.
- Request deletion of personal information, subject to legal exceptions.
- Opt out of the sale or sharing of personal information.
- Limit the use and disclosure of sensitive personal information.
- Not be discriminated against for exercising privacy rights.
f. Exercising Your Rights
To exercise your California privacy rights, you may contact us using the information provided in the Contact Information section above (Section 13). We will verify your request before responding, as required by law.
14. Contact Information
Company Name: Secured Legacy
Email: info@securedlegacy.com
Phone: 307-302-5151
Business Address: 30 N Gould St Ste N Sheridan, WY 82801
