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Legacy Path

Legal

Privacy Policy

Last updated [publication date]

Who we are

Legacy Path is operated by Commonwealth Legacy Group, LLC, of 23 Mercato Drive, Somerset, Kentucky 42503.

This policy covers two groups of people: consumers who submit a form asking to be contacted about life insurance, and licensed insurance agents who subscribe to our platform.

For consumers

If you submitted a form

What we collect

Your name, phone number, email address, the area you live in, your age or date of birth, and the answers you gave on the form about your interest in coverage.

Why we collect it

To connect you with a licensed insurance agent who can talk with you about coverage, and to keep a record that you asked to be contacted.

Who receives your information

A licensed insurance agent, so they can contact you about coverage. That agent is an independent professional, not our employee. Once they have your information they are responsible for how they handle it, and they are contractually prohibited from reselling or transferring it to anyone else.

We use service providers to operate the platform — advertising platforms, lead routing and verification services, customer relationship management, messaging and telephony, payment processing, and document services. They may process your information only to provide those services to us.

We do not sell your information to data brokers, advertisers, or list buyers.

How you will be contacted, and how to stop it

By phone, and by text message and email where you agreed to that.

You can stop it at any time. Reply STOP to a text message, use the unsubscribe link in an email, ask the agent directly, or contact us and we will action it across our systems.

Your rights

You may ask us what information we hold about you, request a copy of it, ask us to correct it, or ask us to delete it. We will not treat you differently for exercising any of these rights.

To make a request, contact us using the details below. We will verify your identity before we act on it.

For agents

If you subscribe as an agent

We collect your account and contact details, your licensing information, payment details, and usage data from the platform. Payment card details are handled by our payment processor; we do not store card numbers.

We use this information to provide the service, bill you, and support you. Your account records are retained for the life of your account and for the period afterward required by law.

Security

We use commercially reasonable safeguards to protect information, including access controls and encryption in transit. No system is completely secure, and we cannot guarantee absolute security.

Children

Our services are not directed to anyone under eighteen, and we do not knowingly collect information from them. If you believe we have, contact us and we will delete it.

Changes to this policy

We will post any changes on this page with a revised date. If a change is material we will notify you.

Contact us

Commonwealth Legacy Group, LLC
23 Mercato Drive, Somerset, Kentucky 42503
colewhitaker@commonwealthlegacygroup.com