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At The Legacy Guardians, LLC, we value and respect your privacy as a visitor to this website and as our customer.


Our Pledge to You:


The Legacy Guardians is the owner of the information, which is collected on this website. We will not sell, disseminate, disclose, trade, transmit, transfer, share, lease, or rent any personally identifiable information to any third party not specifically authorized by you to receive your information, except as we have disclosed to you in this Privacy Policy.

Information Collection:


We receive, collect and store any information you enter on our website or provide us in any other way. In addition, we collect the Internet protocol (IP) address used to connect your computer to the Internet, e-mail address, computer and connection information. We may use software tools to measure and collect session information, including page response times, length of visits to certain pages, page interaction information, and methods used to browse away from the page. We also collect personally identifiable information such as your comments, feedback, reviews, and recommendations.


We do this to be able to contact our Visitors and Clients with general or personalized service-related notices and messages. We also use the information to create aggregated statistical data and other aggregated and/or inferred Non-personal Information, which we or our business partners may use to provide and improve our respective services.


To best serve you and provide any quotes requested, we will request additional personal identifying information which could include your and your family's: name(s), email address(es), phone number(s), home address, and mailing address. Any inquiries for more sensitive data including social security number(s), dates of birth, Driver's License number(s), etc can be initially shared in person or over the phone, if preferred. Additional health related information may be requested as needed, including information such as: health history, medical conditions, treatments (only as necessary for insurance-related purposes).


This information will be provided to the insurance company and affiliate partners when a quote is created or you choose to purchase an insurance policy. This is so they can provide an accurate quote and establish you as a policyholder, if you choose to make a purchase. We will maintain a secure record of your information at The Legacy Guardian's office so we can provide you with policyholder service and maintain compliance with regulatory agencies. The employees of The Legacy Guardians are each required to sign and acknowledge a Confidentiality and Nondisclosure Agreement. All employees are instructed on maintaining the privacy of each customer and the importance of protecting the customer's personal information. 


If you choose to share any personal information with us, we may store and use it for internal marketing research and other marketing purposes, which may include sharing limited information with other business partners, as needed. We will never sell your information to any other company.


When you purchase an insurance policy from The Legacy Guardians, you will pay the premiums with your credit card or with an electronic draft from your bank account. If you use your credit card to pay the premium, your credit card information is deleted from our records after your purchase has been authorized. A transaction number will typically be available to you on your Binder of Insurance. You may use this transaction number as a reference to the credit card purchase. We do not keep a record of your credit card information. If you pay the premium using your checking or savings account, we will keep a copy of your check or other proof of banking information in your file. 

HIPPA Compliance:


When handling health information, we adhere to HIPAA standards, including:

  • Limiting Use: We only use health information as required for insurance services.

  • Secure Transmission: We use encryption for electronic communication of health data.

  • Employee Training: Our staff is trained in HIPAA compliance and maintaining patient privacy.



We implement technical and organizational measures to protect your data from unauthorized access, loss, or disclosure. This includes encryption, access controls, and regular security assessments.



A cookie is a piece of data that is stored on a visitor’s hard drive while they are visiting this website. We may utilize a short-lived form of cookie when you visit this site to enhance your online experience. At The Legacy Guardians, a cookie is only used to identify one unique visitor from another visitor during a particular session. A session is the period of active site-use while that unique visitor is linked to our server. No personally identifiable information is stored on the cookie.


Third Party Links:

This website may contain links to third party websites that are not controlled by The Legacy Guardians. These third party links are made available to you as a convenience and you agree to use these links at your own risk. Please be aware that The Legacy Guardians is not responsible for the content of third party websites linked to The Legacy Guardians. Our Privacy Policy only applies to information we collect from you while you are at and while you are actively in a session with The Legacy Guardians. If you should link to a third party website from The Legacy Guardians, we strongly encourage you to review and become familiar with that website’s privacy policy.


Mobile Number and SMS:

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes; all the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties unless you specifically authorize as such. Click here to review our SMS Terms and Conditions.

Changes In Our Privacy Policy:

We reserve the right to change this Privacy Policy without providing you with advance notice of our intent to make the changes.

If you have any questions about our privacy policy, please feel free to contact us at

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