Effective Date: 27 April,2026

G7 Legacy Group LLC ("we," "our," or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website or use our services.

1. Information We Collect

We may collect the following types of information:

Personal Information: Name, phone number, email address, mailing address

Insurance/Financial Information: Provided voluntarily for quotes or services

Device & Usage Data: IP address, browser type, pages visited, and interaction data

Communication Data: Information provided when you contact us via forms, calls, or messages

2. How We Use Your Information

We use your information to:

Provide insurance quotes and services (e.g., Mortgage Protection, IUL Plans, Final Expense Coverage)

Respond to inquiries and provide customer support

Send transactional messages such as appointment confirmations, reminders, and policy updates

Send marketing and promotional messages only with your explicit consent

Improve our website, services, and marketing efforts

Comply with legal and regulatory requirements

3. SMS/Text Messaging & Opt-In

By providing your phone number and opting in through our website forms, you consent to receive SMS messages from G7 Legacy Group LLC.

Types of Messages:

Transactional: appointment reminders, policy updates, responses to inquiries

Marketing: special offers, discounts, and service updates (only if separately opted in)

Opt-In Method:
Users opt in by entering their phone number and selecting one or more unchecked consent checkboxes on our form:
https://g7legacygroup.com/contact

Message Frequency: Varies based on user interaction

Fees: Message and data rates may apply

Opt-Out: Reply STOP to unsubscribe at any time

Support: Reply HELP for assistance

Consent: Consent is not a condition of purchase

4. Sharing of Information

We do not sell your personal information.

We may share information with:

Licensed insurance carriers to provide quotes and services

Service providers who assist in business operations (e.g., CRM, customer support)

Legal authorities when required by law

Important SMS Disclosure (A2P Requirement):

No mobile information will be shared with third parties/affiliates for marketing or promotional purposes.
Information sharing to subcontractors in support services (such as customer service, messaging platforms, or technical support) is permitted.

5. Cookies & Tracking Technologies

We use cookies and similar tracking technologies to:

Improve website functionality and user experience

Analyze website traffic and usage patterns

Support marketing and advertising efforts

You can control or disable cookies through your browser settings.

6. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information.
However, no method of transmission over the internet is completely secure.

7. Your Rights (California Residents)

Under applicable laws (including CCPA/CPRA), you have the right to:

Request access to your personal information

Request deletion of your data

Request correction of inaccurate information

Opt out of certain data sharing

Withdraw consent for marketing communications at any time

To exercise your rights, contact us at:
📧 [email protected]

8. Your Choices & Controls

You may opt out of SMS messages at any time by replying STOP

You may request updates or deletion of your data

You may disable cookies through your browser

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.

11. Contact Us

If you have questions about this Privacy Policy, contact us:

G7 Legacy Group LLC
📧 Email: [email protected]
📞 Phone: 408-515-1560
📍 Address: 16930 Mitchell Avenue, Los Gatos, California 95032