Who reads your inquiry, and why?
Timmy personally reads website inquiries. He uses the details you provide to understand your request, respond, discuss coverage interests, or follow up about a role or business partnership. Other website visitors cannot see your form responses.
The forms are provided by Google Forms, so Google also processes information as the form provider. An initial website inquiry is not an insurer’s application and does not start coverage. If you decide to apply, ask about the information needed and the insurer’s privacy notice before providing it.
The tools and services used here
- Family needs worksheet
- The calculator runs in your browser. Its numbers and result are not sent to Legacy Financial Group or stored by the calculator. It does not put your entries into a link, inquiry form, or browser storage. Use “Clear worksheet” to remove them from the page. A printed or saved copy is yours to manage.
- Free guide and PDF
- No email address is required to read or download the guide.
- Google Forms
- The embedded inquiry forms load Google’s service. Google may process device and browsing information and use cookies or similar technology under its own policy. If you are signed in, your Google account settings can affect form features such as draft saving. See Google’s Privacy Policy.
- Calendly
- Booking links take you to Calendly, where appointment and contact information are processed. See Calendly’s Privacy Notice.
- Email and text
- Messages pass through email or mobile service providers. Use them for general questions, not sensitive documents or account details.
- Hosting and browsing
- The website’s hosting and delivery services may process technical details such as your IP address, browser, and page requests to deliver and protect the site. The site does not include a marketing pixel or visitor-analytics script. That does not mean external services are cookie-free.
- Reviews and other links
- Google reviews, insurer resources, and regulator links open services with their own privacy practices. The review excerpts shown here link to the public Google listing.
Keeping information
Submitting a form does not set an automatic deletion date. To ask how long your particular inquiry is kept, or to request its deletion, contact Timmy using the address below. This notice does not promise a fixed retention period or immediate deletion of every record.
Records held by an insurer, Google, Calendly, or another service are also subject to that provider’s practices. Contact the relevant provider for information it controls.
Your choices and privacy questions
You can read the guides and use the worksheet without sending an inquiry. Optional form fields can be left blank. You can also ask Timmy to correct information, request deletion, or stop following up about an inquiry.
Email timothy.Legacyfinancialgroup@gmail.com with the subject “Website privacy request.” Include your name, the contact email used for your inquiry, and what you want changed. Please do not attach ID documents or sensitive information.
Timmy can explain what can be changed or removed and whether any records need to be retained. For Google or Calendly account settings and data, use that service’s privacy controls.
About this notice
This page explains the website’s inquiry and browsing tools. It does not replace the privacy notices that come with an insurer’s application or policy. Check the date above for the latest website notice.