Privacy Policy:
Effective Date: 21/03/2024
Contractor Benefits Group LLC, doing business as Family Legacy Planning (“Company,” “we,” “us,” or “our”), respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, protect, and disclose your information when you visit our website, submit forms, request insurance quotes, or communicate with us by phone, SMS, email, or other methods.
This Privacy Policy applies to all services provided under Contractor Benefits Group LLC DBA Family Legacy Planning.
By using our website, submitting your information, or communicating with us, you consent to the practices described in this Privacy Policy.
What Info Is Collected
We may collect personal information that you voluntarily provide when you complete forms, request quotes, or contact us. This information may include your full name, phone number, email address, mailing address, date of birth or age range, insurance-related information such as coverage interests and preferences, and any additional information you choose to provide.
In addition, when you visit our website, certain information may be collected automatically. This may include your IP address, browser type and version, device type, pages visited, time and date of your visit, referring URL, and general website usage data.
We collect only the information necessary to provide our services and respond to your requests.
How User Data Is Used
We use the information collected to provide insurance quotes and related information, respond to your inquiries, contact you regarding quote requests, send appointment reminders, and deliver service-related communications.
Your information may also be used to send SMS and email communications related to your inquiry, improve our website and service offerings, maintain internal business records, and comply with legal or regulatory obligations.
We do not sell your personal information. We do not share your information for unrelated marketing purposes.
Information may be shared with licensed insurance agents handling your request, insurance carriers for quoting and coverage purposes, and trusted service providers that assist in operating our business, such as CRM systems, website hosting providers, and SMS platforms. These parties are required to maintain confidentiality and use your information only for authorized business purposes.
SMS – Opt-In Details
By providing your phone number and opting in through our website or other approved methods, you consent to receive SMS communications from Contractor Benefits Group LLC DBA Family Legacy Planning.
These communications may include quote follow-ups, appointment reminders, customer service messages, and insurance-related information relevant to your inquiry.
Message frequency may vary based on your interaction with us. Standard message and data rates may apply depending on your mobile carrier.
You may opt out of SMS communications at any time by replying:
STOP to unsubscribe
HELP for assistance
You may also contact us directly to request removal from SMS communications.
SMS consent is not shared with third parties or affiliates for marketing purposes.
Cookies and Tracking Practice
Our website may use cookies and similar tracking technologies to improve website functionality, analyze user behavior, and enhance overall user experience.
Cookies may collect information such as browsing activity, device type, and general usage patterns. You may disable cookies through your browser settings; however, disabling cookies may affect certain website features and functionality.
Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal information. These safeguards include secure servers, encrypted data transmission, restricted access to sensitive information, and secure CRM systems.
While we take appropriate steps to protect your information, no method of transmission over the internet or electronic storage is completely secure. Therefore, we cannot guarantee absolute security.
We retain personal information only as long as necessary to provide services, comply with legal obligations, resolve disputes, and enforce agreements.
User Rights
You have the right to request access to your personal information, request correction of inaccurate information, request deletion of your personal information where legally permitted, and withdraw consent for communications.
To exercise any of these rights, you may contact us using the information provided below.
Our services are intended for individuals who are at least 18 years of age. We do not knowingly collect personal information from individuals under 18.
We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date.
Mobile Info Sharing Statement
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Information sharing to subcontractors in support services, such as customer service, SMS delivery providers, and platform vendors, is permitted solely for the purpose of operating our messaging services.
All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared, sold, rented, or disclosed to any third parties under any circumstances.
We do not sell, rent, or share SMS consent, phone numbers, or messaging data with third parties for their own marketing purposes.
Contact Information
Contractor Benefits Group LLC
DBA Family Legacy Planning
Website: https://finalexpensebenefit.net
Email: [email protected]
Phone: (206) 600-6975
Mailing Address:
420 S. 72nd Ave #180-156
Yakima, Washington, 98908
United States