Privacy Policy

Effective Date: April 7, 2026

Who We Are

Legacy Financial & Life ("we," "us," or "our") is a licensed insurance agency based in Luthersville, GA. We specialize in life insurance, retirement planning, estate planning, and financial protection services.

Information We Collect

When you submit a form on our website, we may collect the following information:

  • Full name
  • Email address
  • Phone number
  • Date of birth
  • Beneficiary name
  • State of residence
  • Insurance interest or service preference

We also use Meta (Facebook) Pixel technology on certain pages. The Meta Pixel collects anonymized browsing data (such as page views) to help us measure the effectiveness of our advertising and deliver relevant ads. No personally identifiable form data is shared with Meta through the pixel.

How We Use Your Information

The personal information you provide is collected solely for the purpose of providing you with an insurance quote and connecting you with a licensed professional from our team. Specifically, we use your information to:

  • Respond to your quote request or inquiry
  • Contact you by phone, email, or text regarding your insurance options
  • Provide personalized policy recommendations

We Do Not Sell or Share Your Information

We do not sell, rent, trade, or otherwise share your personal information with third parties for marketing purposes. Your data is used exclusively by Legacy Financial & Life to service your request. We may use trusted service providers (such as email delivery and CRM platforms) strictly to fulfill your inquiry — these providers are contractually obligated to protect your data and may not use it for any other purpose.

Data Security

We take reasonable administrative and technical measures to protect your personal information from unauthorized access, loss, or misuse. Form submissions are transmitted securely and stored only as long as necessary to fulfill your request.

Cookies & Tracking

Our website may use cookies and similar tracking technologies, including the Meta (Facebook) Pixel, to analyze site traffic and measure advertising performance. These tools collect anonymized, aggregate data and do not capture the personal details you enter into our forms. You can manage your cookie preferences through your browser settings.

Your Rights

You may request access to, correction of, or deletion of your personal information at any time by contacting us at Beth@legacyf-l.com or by calling (706) 333-5641.

Changes to This Policy

We may update this privacy policy from time to time. Any changes will be posted on this page with an updated effective date.

Contact Us

If you have questions about this privacy policy or how your information is handled, please contact us: