Privacy Policy

Last updated: [DATE]

Avalon Legacy Group (“we,” “us,” or “our”) respects your privacy. This policy explains what information we collect through avalonlegacygroup.com, how we use it, and the choices you have.

1. Information we collect

We collect information you give us directly and information collected automatically when you visit our site.

• Contact details such as your name, email address, and phone number when you book a call or contact us
• Appointment details you share when scheduling, including your preferred time and any notes you add
• Usage data such as pages visited, device and browser type, and referring site, collected through cookies and similar technologies

Please do not submit Social Security numbers, bank account numbers, or detailed health information through our website forms. We will collect any sensitive information needed for an application only through secure, appropriate channels.

2. How we use your information

• To respond to your inquiries and schedule calls
• To provide the insurance and planning services you request
• To send appointment reminders and follow-up messages
• To improve our website and understand which pages are useful
• To comply with legal and regulatory requirements

3. How we share your information

We do not sell your personal information. We share information only as needed to run our business and serve you:

• With insurance carriers and underwriters when you apply for coverage
• With service providers who help us operate our website, scheduling, email, text messaging, and customer management tools, under obligations to protect your information
• With professional advisors such as your CPA or attorney, only with your permission
• When required by law, regulation, or legal process

4. Phone calls and text messages

If you provide your phone number and agree to receive messages, we may call or text you about your appointment and the services you requested. Message frequency varies. Message and data rates may apply. You can reply STOP at any time to stop text messages, or HELP for help. We do not share mobile phone numbers or text messaging opt-in information with third parties or affiliates for their marketing purposes.

5. Cookies and tracking technologies

We use cookies and similar technologies, including analytics and advertising pixels such as the Meta Pixel, to understand how visitors use our site and to measure the performance of our advertising. You can control cookies through your browser settings, and you can manage ad preferences through the settings of the advertising platforms you use.

6. Data security

We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

7. Your choices and rights

You may ask us to access, correct, or delete the personal information we hold about you, or opt out of marketing emails and texts at any time. Depending on where you live, you may have additional rights under state privacy laws. To make a request, contact us using the details below.

8. Children’s privacy

Our site is not directed to children under 13, and we do not knowingly collect their personal information.

9. Third-party links

Our site may link to other websites. We are not responsible for the privacy practices or content of those sites.

10. Changes to this policy

We may update this policy from time to time. The date at the top shows when it was last changed.

11. Contact us

Avalon Legacy Group
[BUSINESS ADDRESS]
Phone: (239) 271-3855
Email: [email protected]