Privacy Policy

Information We Collect

When you submit a form, we collect the information you provide — typically your first name and email address — along with the resource or newsletter you requested and a record of your consent.

• First name
• Email address
• The form or resource requested
• Consent confirmation and the version of the consent wording shown
• Page path and UTM source, medium, and campaign values when supplied

Consent Records

When you opt in, we retain a record of that consent, including the form name, the email list destination, the submission timestamp, and the consent-text version shown to you. This helps us honor your communication preferences.

Constant Contact (Email Service Provider)

We use Constant Contact to manage email lists and send educational emails and newsletters. Information you submit through a form may be transmitted to Constant Contact so it can be added to the appropriate list. Constant Contact processes this information on our behalf as a service provider.

Cookies and Essential Technical Storage

This website may use essential technical storage needed for the site to function. We do not currently use advertising pixels or third-party advertising trackers.

Source and UTM Tracking

When you arrive through a link that includes UTM parameters, we may record those values with your form submission to understand which educational content is most helpful.

Scheduling (Calendly)

When you book a call, scheduling is handled through Calendly. Information you provide to schedule a call is processed by Calendly under its own terms and privacy practices.

Embedded YouTube Content

Some pages embed videos using a privacy-enhanced YouTube domain. Viewing embedded video may involve YouTube under its own terms and privacy practices.

Podcast and Social-Media Links

Links to podcast platforms and social-media profiles lead to third-party services that operate under their own terms and privacy practices.

Affiliate Links

Some links are affiliate or referral links. See our Affiliate Disclosure for details. Visiting an affiliate destination is subject to that third party's own terms and privacy practices.

Data Retention

We retain submission and consent information for as long as reasonably necessary for the purposes described here or as otherwise required. A specific retention period has not yet been finalized and is subject to review.

Unsubscribe Requests

You may unsubscribe from emails at any time using the unsubscribe link in any email, or by contacting us.

Access, Correction, and Deletion

You may request access to, correction of, or deletion of the personal information you have provided by contacting us using the method below.

Children's Privacy

This website is intended for adults. We do not knowingly collect personal information from children.

Security Limitations

We take reasonable measures to protect information, but no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Analytics (Future)

We may add privacy-respectful analytics in the future. If we do, this policy will be updated to describe what is collected.

Contact

Legacy Life & Retirement 5950 Parsonage Circle Milton, Florida 32570 Email: shawn@legacylifeandretirement.com Phone: 602-689-2606