privacy Policy
Effective Date: June 30, 2026
Legacy Gen Advisors, LLC (“Legacy Gen Advisors,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information entrusted to us.
This Privacy Policy explains how we collect, use, protect, retain, and share information when you visit our website, complete an online form, schedule an appointment, communicate with us, attend an event, request information, or use our services.
1. Who This Policy Applies To
This Privacy Policy applies to visitors and users of the Legacy Gen Advisors website, including:
Individuals, families, retirees, and business owners who contact us
People who complete website, Facebook, Instagram, or other online lead forms
Individuals who request information about insurance, retirement, Medicare, tax-efficiency strategies, estate-planning coordination, employee benefits, or other services
Individuals who schedule a consultation or communicate with us by phone, email, text message, social media, or online form
This policy applies to information collected through Legacy Gen Advisors’ website and direct communications with us. It does not apply to third-party websites, insurance carriers, Medicare organizations, banks, attorneys, accountants, appointment platforms, or other providers that have their own privacy policies.
2. Information We May Collect
Depending on how you interact with us, we may collect the following categories of information.
Contact and Identity Information
This may include:
Name
Email address
Phone number
Mailing address
City, state, and ZIP code
Date of birth or age range, when relevant to your request
Preferred communication method
Financial, Insurance, and Planning Information
When you request a consultation, quote, strategy review, or service, you may choose to provide information such as:
Income, expenses, assets, debts, and financial goals
Retirement savings, pensions, Social Security, or other income sources
Tax-related information
Mortgage or homeownership information
Existing insurance coverage
Medicare or health-insurance information
Business information, employee-benefit information, or payroll-related information
Estate-planning goals or information about beneficiaries
We collect this information only when you provide it or authorize us to obtain it in connection with a requested service.
Communications and Form Information
We may collect information contained in:
Website contact forms
Strategy-plan requests
Appointment requests
Facebook or Instagram lead forms
Emails, phone calls, text messages, voicemails, and social-media messages
Documents or information you voluntarily send to us
Website and Technical Information
When you visit our website, we or our service providers may collect limited technical information, including:
Internet Protocol address
Browser type
Device type
Operating system
Pages viewed
Dates and times of visits
Referring website or source
General location derived from your Internet Protocol address
Cookie or similar technology information
3. How We Use Information
Legacy Gen Advisors may use personal information to:
Respond to your questions, requests, or inquiries
Contact you regarding a consultation, appointment, quote, or service request
Schedule appointments and send appointment-related communications
Understand your goals and determine whether our services may be relevant to you
Provide insurance, retirement, Medicare, tax-efficiency, employee-benefit, estate-planning coordination, or other requested information
Prepare illustrations, quotes, applications, comparisons, reports, or planning materials when requested
Coordinate with carriers, licensed professionals, service providers, or partners involved in services you request
Communicate educational materials, event invitations, updates, and marketing information, where permitted by law
Maintain business, compliance, licensing, accounting, and recordkeeping records
Protect against fraud, misuse, unauthorized access, or other security concerns
Improve our website, services, communications, and client experience
Comply with legal, regulatory, licensing, carrier, and contractual obligations
Submitting information does not obligate you to purchase a product, enroll in a plan, or enter into a client relationship with Legacy Gen Advisors.
4. How We Share Information
Legacy Gen Advisors does not rent names, phone numbers, email addresses, or client information to outside companies for their independent marketing purposes.
We may share information when reasonably necessary to provide requested services, operate our business, comply with the law, or protect clients and our company. This may include sharing information with:
Insurance carriers, annuity carriers, Medicare-related organizations, health-insurance providers, and product providers relevant to your request
Licensed agents, agencies, general agencies, or business partners involved in serving your request
Attorneys, certified public accountants, tax professionals, estate-planning professionals, or other specialists when you ask us to coordinate services or authorize collaboration
Website-hosting, appointment-scheduling, communication, customer-management, document-storage, security, analytics, and technology providers
Payment, accounting, legal, compliance, and professional service providers
Government agencies, insurance departments, regulators, law-enforcement authorities, or courts when required or permitted by law
A successor organization in connection with a merger, acquisition, restructuring, sale, or transfer of business assets
We share information only as reasonably necessary for the purpose involved and subject to applicable law.
5. Appointment Scheduling, Medicare Links, and Third-Party Services
Our website may link to third-party services, including appointment-scheduling tools, insurance-carrier websites, Medicare enrollment resources, financial-planning resources, and educational tools.
For example, you may be directed to an outside appointment scheduler or an external Medicare enrollment website. Information you provide directly to those third parties is governed by their privacy policies, security practices, and terms of use.
We encourage you to review the privacy policy of any third-party website before submitting information.
6. Social Media and Online Lead Forms
If you submit information through Facebook, Instagram, LinkedIn, or another social-media platform, that platform may provide the information you submit to Legacy Gen Advisors.
We may use information received through social-media lead forms to:
Respond to your request
Contact you about the topic you selected
Provide educational information
Schedule a consultation
Discuss products, services, or strategies that may be relevant to your request
Your relationship with the social-media platform is also governed by that platform’s privacy policy.
7. Cookies, Analytics, and Advertising Technology
Our website and service providers may use cookies, web logs, pixels, analytics tools, and similar technologies to operate the website, understand visitor activity, improve site performance, measure marketing effectiveness, and help us understand how visitors find our website.
You may be able to limit cookies through your browser settings. Disabling cookies may affect certain website features.
Important website check: Before publishing this policy, confirm whether your website developer has installed a Meta Pixel, Google Analytics, Google Ads conversion tracking, Squarespace Analytics, or another advertising/analytics tool.
If you have a Meta Pixel, Google Ads tracking, or similar remarketing technology installed, add this paragraph:
We may use advertising and analytics technologies that collect limited information about your browser, device, and activity on our website. This information may be used to measure advertising effectiveness, understand visitor activity, and help show more relevant advertisements. Where required by applicable law, you may request to opt out of targeted advertising by contacting us at info@legacygenadvisors.com with the subject line “Advertising Privacy Request.”
If you do not use advertising pixels or remarketing technology, leave that paragraph out.
8. Marketing Emails, Calls, and Text Messages
We may communicate with you regarding a request you made, an appointment, a policy or application, a service matter, or educational information that may be relevant to you.
You may opt out of marketing emails by using the unsubscribe link in the email or by contacting us directly.
You may request that we stop marketing calls or text messages by replying “STOP” to a text message, following the opt-out instructions provided, or contacting us at info@legacygenadvisors.com.
Opting out of marketing communications does not prevent us from sending non-marketing messages that are necessary to respond to a request, provide services, schedule an appointment, complete a transaction, or meet legal and compliance obligations.
9. Separate Consent for Texting or Automated Communications
This Privacy Policy is not a substitute for required consent to receive automated, prerecorded, or marketing text communications.
If you plan to text leads, use automated calls, or use prerecorded messages, include a separate consent statement in your Meta form and on relevant website forms. The Federal Trade Commission states that sales robocalls generally require written permission directly from the consumer. (Consumer Advice)
For your Meta form, use this custom disclaimer only if you intend to call, text, or email leads:
By submitting this form, you agree that Legacy Gen Advisors may contact you by phone, email, or text message regarding your request and related services. Consent is not required to make a purchase. Message and data rates may apply. You may opt out of text messages at any time by replying STOP.
10. Sensitive Information
Please do not submit Social Security numbers, bank-account numbers, credit-card numbers, medical records, Medicare numbers, insurance-policy numbers, tax returns, login credentials, or other highly sensitive information through ordinary email, social-media messages, or unsecured website forms.
If sensitive information is needed, Legacy Gen Advisors will provide or direct you to an appropriate secure method when available.
11. How We Protect Information
We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, loss, misuse, alteration, or disclosure.
These safeguards may include access controls, secure systems, password protections, limited access to information, vendor oversight, and reasonable data-security practices.
No website, internet transmission, email system, or electronic storage method can be guaranteed completely secure. You should use care when sending information electronically.
12. How Long We Keep Information
We retain personal information for as long as reasonably necessary to:
Respond to requests
Provide services
Maintain business and client records
Meet insurance, licensing, legal, tax, regulatory, and compliance obligations
Resolve disputes
Enforce agreements
Protect Legacy Gen Advisors and its clients
We may retain information longer when required or permitted by law.
13. Your Privacy Choices and Requests
Depending on your location and applicable law, you may have the right to request access to, correction of, deletion of, or information about the personal information we maintain about you.
To submit a privacy request, email:
Subject line: Privacy Request
Please include your name, the email address or phone number associated with your request, and a description of the information or action you are requesting.
We may need to verify your identity before responding. Certain information may need to be retained for legal, regulatory, insurance, fraud-prevention, licensing, or recordkeeping purposes.
If we deny a request, you may appeal by emailing rachel@legacygenadvisors.com with the subject line: Privacy Appeal.
Iowa’s consumer-data law requires covered businesses to provide a clear privacy notice that identifies categories of data processed, purposes, sharing categories, consumer-rights procedures, and targeted-advertising disclosures where applicable.
14. Children’s Privacy
Legacy Gen Advisors does not knowingly collect personal information from children under age 13 without appropriate parental consent.
Our website and services are not directed toward children under age 13.
15. Insurance and Financial Privacy Notices
Certain insurance, financial, health, Medicare, or application-related information may be subject to additional privacy notices, authorizations, carrier disclosures, or legal requirements.
Where applicable, Legacy Gen Advisors, an insurance carrier, a Medicare-related organization, or another provider may give you a separate privacy notice or authorization during the application, enrollment, underwriting, or client-service process.
If there is a conflict between this Website Privacy Policy and a more specific privacy notice provided for a particular insurance policy, financial product, or service, the more specific notice will control for that information.
16. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our business, website, services, technology, or legal obligations.
When we update the policy, we will revise the Effective Date at the top of this page. Your continued use of the website after an updated policy is posted means that you accept the updated policy to the extent permitted by law.
17. Contact Us
For questions about this Privacy Policy or our privacy practices, contact:
Legacy Gen Advisors, LLC
224 State St.
Boone, Iowa 50036
Email: info@legacygenadvisors.com
Phone: (515) 864-7060