Privacy Policy

This policy explains what information TMAdvisory LLC dba Legacy Strategies collects through this website, how it is used, and the choices available to you.

Information you give us

When you submit a form, request a call or send a message, we collect the information you choose to provide — typically your name, email address, phone number, state of residence and a description of what you would like to discuss.

We ask you not to submit sensitive information through this website. Do not enter Social Security numbers, government identification numbers, account or policy numbers, financial account balances or medical information into any form on this site. When detailed information is required — for an insurance application, for example — it is collected through a secure process or submitted directly to the carrier.

Information collected automatically

Like most websites, this site may collect standard technical information such as IP address, browser type, device type, referring page and pages visited. Where analytics or advertising tools are enabled, they may set cookies or similar technologies to measure site usage and the effectiveness of marketing.

How we use information

• To respond to your inquiry and schedule conversations you request
• To prepare a financial analysis or coverage comparison you have asked for
• To submit applications to insurance carriers you have authorized
• To send information you have requested or agreed to receive
• To improve the website and understand how it is used
• To meet legal, regulatory and carrier requirements

We do not sell your personal information.

Who we share information with

We may share information with insurance carriers and their underwriting partners when you ask us to obtain quotes or submit an application; with service providers who operate this website, our scheduling tools and our client management systems on our behalf; and where required by law, regulation or subpoena.

Communications

If you provide a phone number or email address, you consent to being contacted at that number or address about your inquiry. You can opt out of marketing emails at any time using the unsubscribe link, or by replying to any message and asking to be removed. Message and data rates may apply to text messages.

Security

This site is served over an encrypted connection, and we take reasonable measures to protect information in our care. No method of transmission or storage is completely secure, which is why we limit what this website collects in the first place.

Retention

We retain information for as long as needed to serve you and to meet legal, regulatory and carrier recordkeeping requirements, after which it is deleted or de-identified.

Your choices

You may request access to, correction of, or deletion of the personal information we hold about you, subject to legal and regulatory retention requirements. Send requests toTroy@legacystrategies.co. Most browsers also allow you to block or delete cookies, though parts of the site may not function as intended if you do.

Children

This website is not directed to children under 13, and we do not knowingly collect information from them.

Changes

We may update this policy from time to time. The date at the top of this page reflects the most recent revision.

Contact

Questions about this policy can be sent toTroy@legacystrategies.co.