# Privacy | Legacy Insurance & Finance > How Legacy Insurance & Finance collects and uses what you share through its contact, will kit and team forms, and how text messaging works. Canonical page: https://legacyinsurancefinance.com/privacy # Privacy Legacy Insurance & Finance ## Information we collect This website collects information only through its three forms, and through the calls and emails you choose to send. Last updated October 2026. - **Contact form.** Your full name, email address, phone number, the topic you want to talk about, an optional message and your optional text message choices. We use it to reply to you and to arrange a conversation with Mariam. - **Free will kit form.** Your first name, email address, an optional phone number and an optional text message choice. We use it to give you the kit, to email you a copy of the download link and to reply if you reach out. - **Join our team form.** Your full name, email address, phone number, state, insurance experience, an optional message and an optional text message choice. We use it to respond about the path to joining Mariam’s team. Please do not enter Social Security numbers, health details, financial account numbers, license numbers or other sensitive information in any form or message. To limit abuse, the website keeps a one-way hashed form of your IP address for a short time to count how often a form is submitted. It is not used to identify you. Our website host also records basic technical information, such as browser type and the page requested, when a page loads. ## How we use and share it We use what you send to respond to your request, to deliver the will kit and to keep a record of our conversation. We use your email address to respond to the request you made. We do not sell your personal information. Your submission is saved in the customer relationship system Legacy Insurance & Finance uses to manage conversations, which is provided by GoHighLevel. If that system cannot be reached when you submit, a backup copy is held in a database at our website host, Cloudflare, and a notice that can include the details you submitted is sent to the team that maintains this website, so your request is not lost. The backup exists only for submissions that could not be delivered. We share information with insurance carriers, institutions and service providers only when needed to deliver what you asked for, and with regulators where the law requires it. If you choose to call or email Mariam, your phone or email provider processes that communication. Share only basic contact details and a general request to speak. ## Text messaging If you provide a phone number, you agree that we may contact you at that number about your request, including by phone call. Text messages are sent only if you tick a text message box on a form. Messages are sent by Legacy Insurance & Finance. The forms offer up to two separate choices. Non-marketing texts may include appointment confirmations and reminders, replies to your inquiries and service updates. Marketing texts, offered separately on the contact form, may include news about events and resources, special offers and promotions. Message frequency may vary. Message and data rates may apply depending on your mobile carrier plan. Reply STOP to any text message to opt out at any time. You may receive one message confirming your opt out. Reply START to rejoin after opting out. Reply HELP for assistance, or call (417) 939-0165. Consent to receive text messages is not a condition of purchasing any product or service. Wireless carriers are not liable for delayed or undelivered messages. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. You can ask to be removed from marketing communication at any time by replying to a message or by calling (417) 939-0165. ## Your choices You may ask to see, correct or delete the personal information we hold about you, subject to any records we are required by law to keep. To make a request, email [info@legacyinsurancefinance.com](mailto:info@legacyinsurancefinance.com) or call (417) 939-0165. ## Security and changes We use reasonable administrative and technical safeguards to protect the information we hold. No method of transmission over the internet is completely secure, so please do not send sensitive identifiers by email. This policy may be updated. The version posted on this page is the version in effect. Contact Legacy Insurance & Finance: (417) 939-0165 · mariam@legacyinsurancefinance.com · Greenfield, Missouri Powered by [Launch Automation](https://launchautomation.ai)