Effective Date: July 2026
Who We Are
Welcome to SafeLegacyTX.com.
SafeLegacyTX is committed to protecting your privacy and safeguarding the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, and the choices you have regarding your information.
Website: https://safelegacytx.com
Information We Collect
When you visit our website, contact us, or request information about our services, we may collect personal information including:
- Name
- Email address
- Phone number
- Mailing address (if provided)
- Information you voluntarily submit through our contact forms
- Any additional information you choose to provide regarding your financial goals or insurance needs
We may also automatically collect certain technical information such as:
- IP address
- Browser type
- Device information
- Operating system
- Pages visited
- Date and time of your visit
- Referring website
This information helps us improve our website and better serve our visitors.
Comments
If comments are enabled on our website, we collect the information shown in the comment form along with the visitor’s IP address and browser information to help detect spam.
If you use the Gravatar service, an anonymized version (hash) of your email address may be sent to Gravatar to determine whether you have an account. Their Privacy Policy can be found at:
Once your comment is approved, your profile picture (if applicable) will be publicly visible with your comment.
Contact Forms
When you submit a contact form, request a consultation, or inquire about our services, we use the information you provide solely to respond to your request and provide information about our products and services.
We do not sell your personal information.
Cookies
SafeLegacyTX.com uses cookies to improve your browsing experience.
Cookies may be used to:
- Remember your preferences
- Improve website performance
- Analyze website traffic
- Enhance security
- Help prevent fraud
You may disable cookies through your browser settings. However, some portions of the website may not function properly if cookies are disabled.
If you leave a comment on our site, you may choose to save your name, email address, and website in cookies for your convenience.
Media
If you upload images to our website (where permitted), please avoid uploading images that contain embedded location information (EXIF GPS data). Visitors may be able to download and extract location information from uploaded images.
Embedded Content
Our website may contain embedded content such as:
- YouTube videos
- Google Maps
- Social media posts
- Articles
- Images
Embedded content behaves the same as if you visited the originating website directly. Those websites may collect information about you, use cookies, and monitor your interaction with their content according to their own privacy policies.
How We Use Your Information
We may use your information to:
- Respond to inquiries
- Schedule consultations
- Provide insurance and financial services information
- Improve our website
- Enhance customer service
- Communicate with you regarding requested services
- Comply with applicable legal obligations
Sharing Your Information
SafeLegacyTX does not sell, rent, or trade your personal information to third parties.
We may share information only when necessary:
- With trusted service providers who assist in operating our website or business
- When required by law
- To protect our legal rights or comply with legal processes
Data Security
We use reasonable administrative, technical, and physical safeguards to help protect the personal information submitted through our website.
While we strive to protect your information, no method of internet transmission or electronic storage can be guaranteed to be completely secure.
How Long We Keep Your Information
If you leave a comment, the comment and its metadata may be retained indefinitely.
Information submitted through contact forms may be retained as long as necessary to provide requested services, maintain business records, or comply with legal requirements.
If user accounts are available on the website, users may update or delete their personal information at any time, except for usernames.
Your Privacy Rights
Depending on applicable law, you may have the right to:
- Request access to your personal information
- Correct inaccurate information
- Request deletion of your personal information
- Request a copy of the information we maintain about you
Certain information may be retained where required by law or for legitimate business purposes.
Spam Detection
Visitor comments may be checked through an automated spam detection service.
Third-Party Links
Our website may contain links to third-party websites. SafeLegacyTX is not responsible for the privacy practices or content of those websites. We encourage you to review their privacy policies before providing personal information.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page along with the updated effective date.
Contact Us
If you have questions regarding this Privacy Policy or how your information is handled, please contact us through the contact form on our website or by using the contact information listed on our Contact Us page.
Additional Recommendation
Because SafeLegacyTX offers life insurance, annuities, Indexed Universal Life (IUL), and estate planning guidance, I also recommend adding a separate Legal Disclaimer page. It should explain that:
- Information on the website is for educational purposes only.
- Content is not legal, tax, or financial advice.
- Insurance products are subject to policy terms, conditions, underwriting, and state availability.
- Visitors should consult qualified legal, tax, or financial professionals before making important financial decisions.
That additional page will give the website a more professional appearance and help address common compliance considerations for financial services websites.