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Privacy & Data Policy

We are committed to protecting your privacy and ensuring your financial legacy information remains secure and confidential.

Information We Collect

We collect personal information such as your name, email address, phone number, and financial details when you contact us or complete a form. This information is essential for our insurance consultants to provide personalized advice and manage your legacy plan.

How We Use Your Data

We use your information to provide insurance solutions, respond to inquiries, and maintain our professional relationship with you. Your data is never sold or rented to third parties for marketing or promotional purposes.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Security & Protection

We implement industry-standard security measures to protect your data from unauthorized access, alteration, or disclosure. Your privacy is our top priority at Fernandez Legacy Financial.

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