PRIVACY & TRANSPARENCY
Privacy Policy
This Privacy Policy describes how Legacy Builders LD may collect, use, share, and protect information when you visit our website or communicate with us.
Last Updated: September 20, 2026
Table of Contents
- Information We Collect
- How We Collect Information
- How We Use Information
- Retirement & Annuity Information
- Tax Information
- Legacy Planning & Legal Services
- Data Security & Retention
- Your Privacy Choices & Rights
- Children’s Privacy
- International Visitors
- Third-Party Links & Services
- Changes to This Privacy Policy
- Contact Us
Please Don’t Send Sensitive Information Through General Website Forms
For your privacy and security, please do not submit highly sensitive information through the website’s general contact, Strategy Session, or workshop-request forms.
Examples include:
- Social Security numbers
- Complete bank or credit-card numbers
- Passwords or PINs
- Complete insurance policy numbers
- Detailed medical records
- Government-issued identification documents
- Full insurance applications or underwriting information
If sensitive information is required for an insurance-related process, you will be provided with instructions for using an appropriate secure method.
I would keep this prominent callout. It is one of the strongest parts of your current policy.
1. Information We Collect
Depending on how you interact with the website, we may collect information such as:
Information you provide directly, including your name, email address, telephone number, state, organization or group information, messages, questions, and information you voluntarily provide through website forms.
Technical information, which may include information such as your IP address, browser type, device information, pages viewed, referring pages, and other website-usage information generated when you interact with the site.
We encourage you to provide only the information reasonably necessary for your inquiry.
2. How We Collect Information
nformation may be collected when you:
- Submit a Contact form
- Request a Strategy Session
- Request a financial-education workshop
- Subscribe to educational communications, if available
- Interact with website features
- Communicate with Legacy Builders LD by email or other provided contact methods
Certain technical information may also be collected automatically through cookies or similar website technologies.
3. How We Use Information
e may use information to:
- Respond to questions and inquiries
- Review Strategy Session or workshop requests
- Coordinate requested conversations or services
- Provide educational information and resources
- Communicate about services or updates when appropriate
- Operate, maintain, secure, and improve the website
- Understand website usage and performance when applicable
- Comply with applicable legal or regulatory obligations
- Protect against misuse, fraud, or security concerns
4. Cookies & Similar Technologies
Legacy Builders LD may use cookies and similar technologies to support website functionality, security, preferences, and—where enabled—analytics or other optional features.
For more information about the types of cookies or similar technologies that may be used and the choices available to you, please review our:
5. How Information May Be Shared
Legacy Builders LD does not sell personal information.
Information may be disclosed when reasonably necessary to:
- Service providers that help operate the website, forms, communications, hosting, security, or other business functions
- Payment providers, if a paid service is offered and you choose to make a payment
- Insurance carriers or authorized platforms, when you separately choose to proceed with an insurance-related process
- Legal or regulatory authorities, when disclosure is required by applicable law or legal process
- Business successors, in connection with a business reorganization, acquisition, transfer, or similar transaction, subject to applicable obligations
6. Payments & Insurance Information
Payments
Legacy Builders LD does not request that you enter payment-card information into the general website contact forms.
If payment is required for a separately offered service, you may be directed to an appropriate third-party payment or invoicing provider. That provider may process payment information according to its own privacy and security practices.
Legacy Builders LD may receive limited transaction information, such as confirmation of payment, depending on the service used.
Insurance Applications
Insurance applications and underwriting processes are separate from the website’s general inquiry forms.
If you choose to explore an insurance product and sensitive information is required, follow the secure process provided by the applicable insurance carrier or authorized service provider.
7. Data Security & Retention
Legacy Builders LD uses reasonable administrative, technical, and organizational measures designed to protect information against unauthorized access, loss, misuse, alteration, or disclosure.
However, no website, communication method, or electronic storage system can be guaranteed to be completely secure.
Personal information is retained only for as long as reasonably necessary for the purposes for which it was collected, to support legitimate business or recordkeeping needs, or as required by applicable legal or regulatory obligations.
8. Your Privacy Choices & Rights
Depending on how you interact with Legacy Builders LD and where you live, you may have choices or rights regarding your personal information.
These may include the ability to:
- Opt out of marketing emails through an unsubscribe mechanism, when applicable
- Manage optional cookies through available cookie controls or browser settings
- Ask questions about information you have provided
- Request access, correction, or deletion of certain personal information, where applicable
Privacy rights vary by jurisdiction and may be subject to exceptions or verification requirements.
To make a privacy-related request, contact us using the information provided below.
9. Children’s Privacy
The Legacy Builders LD website is intended for adults and is not directed to children under 13.
We do not knowingly seek to collect personal information directly from children under 13 through the website.
If we learn that personal information from a child has been collected inappropriately, we will take reasonable steps to address or delete it as appropriate.
10. International Visitors
Legacy Builders LD operates in the United States.
If you access the website from another country, information you provide may be processed in the United States, where privacy laws may differ from those in your jurisdiction.
11. Third-Party Links & Services
The website may contain links to or integrations with third-party websites, services, or platforms.
Legacy Builders LD does not control the privacy, security, or data-handling practices of independent third parties. Visitors should review the applicable privacy policies of those providers before submitting information to them.
12. Changes to This Privacy Policy
Legacy Builders LD may update this Privacy Policy from time to time to reflect changes to the website, services, technology, or applicable requirements.
The Last Updated date at the top of this page will indicate when the policy was most recently revised.
13. Contact Us
Contact Us About Privacy
If you have questions about this Privacy Policy, our privacy practices, or information you have provided through the website, please contact:
Legacy Builders LD
Email: hello@legacybuildersld.com
Website: legacybuildersld.com
Contact Us About Privacy
If you have questions about this Privacy Policy or how we handle your information, please reach out using the contact details provided.
Email: hello@legacybuildersld.com