Privacy Policy
Effective Date: March 2024
Company: Legacy Movement Financial Services, LLC (“Legacy Movement,” “we,” “our,” or “us”)
Website: https://legacymfs.com
Introduction
Legacy Movement Financial Services, LLC is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website, https://legacymfs.com
(“Website”), or interact with us in any other manner.
This policy is linked on all contact and consent forms, as well as in the footer of every page on our website, to ensure transparency and accessibility.
Information We Collect
We may collect the following types of information from you:
Personal Information:
When you contact us through our website, phone, or email, we may collect personal details including your full name, phone number, email address, and mailing address, along with relevant insurance or service information.
Automatically Collected Information:
When you visit our website, we may automatically collect technical information about your visit, such as your IP address, browser type, operating system, referring URLs, and pages viewed. This data helps improve our services and website functionality.
How We Use Your Information
We use your information for the following purposes:
To Communicate with You: To respond to inquiries, provide insurance consultations, send administrative notices, and schedule or confirm appointments.
Marketing & Educational Communications: With your consent, we may send educational content, updates, and service-related messages via email, phone, or SMS.
Legal Compliance: To comply with state and federal laws, regulatory requirements, or court orders.
We do not sell or rent your personal information.
Consent to Receive Text Messages (SMS Policy)
By providing your phone number and opting in, you consent to receive text messages from Legacy Movement Financial Services, LLC regarding your inquiry, appointments, or related services.
Message frequency will vary based on service needs.
Message and data rates may apply.
You can reply STOP to opt out at any time or HELP for assistance.
SMS consent is not shared with third parties or affiliates.
You are not required to provide SMS consent to obtain services from Legacy Movement.
Information Sharing and Disclosure
We may share information only in these limited circumstances:
Service Providers: With trusted partners who help us provide services such as scheduling, marketing, or technical support — all bound by confidentiality agreements.
Legal Requirements: When disclosure is required by law, regulation, or government request.
We do not sell, rent, or transfer SMS consent or customer data to any third party for marketing purposes.
Data Security
We maintain administrative, physical, and technical safeguards to secure your personal information from unauthorized access, use, or disclosure. Although we strive to use commercially reasonable means to protect your data, no system is 100% secure.
Your Rights and Choices
Opt-Out: You can unsubscribe from marketing communications at any time using the unsubscribe link or by replying “STOP” to SMS messages.
Access & Update: You can request access, correction, or deletion of your personal data by contacting us at:
📧 tanisha@legacymfs.com
| 📞 980-225-6319
Third-Party Websites
Our website may contain links to other sites. We are not responsible for their privacy practices. We encourage you to review third-party policies before providing personal data.
Children’s Privacy
Our website is not intended for children under 13. We do not knowingly collect personal information from minors. If such data is discovered, it will be deleted immediately.
Changes to This Policy
We may update this Privacy Policy periodically. Any changes will be posted on this page with a revised “Effective Date.” Continued use of our website constitutes your acceptance of updates.
Contact Us
Legacy Movement Financial Services, LLC
📍 Union County, North Carolina
📧 tanisha@legacymfs.com
| 📞 980-225-6319
🌐 https://legacymfs.com
Terms of Service for SMS Communications
SMS Terms & Conditions
1. SMS Consent Communication
Phone numbers obtained as part of the SMS consent process will not be shared with third parties for marketing purposes. SMS consent is used solely for communication directly related to services provided by Legacy Movement Financial Services, LLC.
2. Types of SMS Communications
If you have consented to receive text messages from Legacy Movement Financial Services, LLC, you may receive:
Appointment reminders
Scheduling updates
Follow-up messages
Service notifications
Educational or outreach communications related to insurance and benefits
3. Message Frequency
Message frequency may vary depending on your relationship with us and the type of communication. For example, you may receive up to 4 SMS messages per week related to appointments, reminders, or updates.
4. Potential Fees for SMS Messaging
Standard message and data rates may apply based on your carrier’s pricing plan. These rates may differ for domestic or international messages.
5. Opt-In Method
You may opt-in to receive SMS messages from Legacy Movement Financial Services, LLC by:
Verbally requesting text communications during a consultation
Sending an initial text message to us
Submitting an online form that includes a consent checkbox
6. Opt-Out Method
You can opt out of receiving text messages at any time by replying “STOP” to any message. You may also contact us directly to request removal from our SMS list.
7. Help
If you are experiencing issues or need assistance, you can reply “HELP” to any SMS or contact us directly at:
📧 tanisha@legacymfs.com
| 📞 980-225-6319
For additional information, visit our Privacy Policy
or Terms and Conditions
8. Standard Messaging Disclosures
Message and data rates may apply.
You can opt out at any time by texting “STOP.”
For help, text “HELP” or contact us directly.
Message frequency may vary depending on service type or appointment activity.
