Privacy Policy

Effective date: August 23, 2026
Last updated: August 23, 2026

Legacy 72 believes trust begins with clarity, responsible boundaries, and meaningful choice. This Privacy Policy explains how Legacy 72 ("Legacy 72," "we," "us," or "our") collects, uses, protects, and shares personal information when you visit www.legacyseventytwo.com, request a guide, submit a form, join our email list, communicate with us, or otherwise use our website and related services.

This policy covers Legacy 72's website, marketing, education, and initial relationship-building activities. If you later apply for or receive an insurance, annuity, financial, real estate, or other regulated product or service, additional privacy notices from Global Financial Impact ("GFI"), a carrier, or another licensed professional may apply.

1. Information We Collect

Depending on how you interact with us, we may collect the following categories of information:

  • Contact information: name, email address, telephone number, mailing address, and communication preferences.
  • Professional information: real estate licensing status, market or service area, years of experience, business activity, professional interests, and similar details submitted through a professional inquiry or application.
  • Inquiry and relationship information: life changes, goals, areas of interest, requested resources, preferred timing, questions, and information you choose to share with us.
  • Communications: emails, text messages, form responses, call notes, feedback, and records of your consent or opt-out choices.
  • Internet and device information: IP address, browser type, device type, pages viewed, referral source, approximate location derived from an IP address, cookie identifiers, and interactions with the website.
  • Marketing and engagement information: newsletter activity, campaign interactions, form submissions, and advertising or analytics events.

Please do not send Social Security numbers, bank or investment account numbers, medical records, payment card information, or detailed insurance-underwriting information through our general website forms. If that information is needed for a regulated transaction, it should be collected through an approved secure process provided by the appropriate licensed professional, GFI, or carrier.

2. How We Collect Information

We may collect information:

  • Directly from you when you complete a form, request a guide, subscribe, call, email, or text us.
  • Automatically through cookies, pixels, reCAPTCHA, analytics, and similar technologies.
  • From a Realtor, professional, referral source, or relationship partner when you have authorized an introduction or the disclosure is otherwise permitted by law.
  • From GFI, licensed professionals, carriers, and service providers when needed to coordinate a request or maintain accurate records.
  • From public or professional sources, such as public business profiles, when appropriate for professional outreach.

3. How We Use Information

We may use personal information to:

  • Respond to questions and requests.
  • Deliver guides, newsletters, education, and requested resources.
  • Understand what is changing and help organize a responsible next conversation.
  • Schedule, manage, and follow up on conversations.
  • Connect you, with your permission, to an appropriate licensed or qualified professional.
  • Review professional interest in Legacy 72 education, licensing, or collaboration opportunities.
  • Send service-related communications and, when you have opted in, educational or marketing messages.
  • Operate, personalize, secure, and improve the website.
  • Measure website traffic and campaign performance.
  • Maintain consent, opt-out, compliance, and relationship records.
  • Detect fraud, misuse, security threats, or technical problems.
  • Comply with law, regulation, licensing obligations, and lawful requests.

Legacy 72 does not begin with a product. Information is used to understand your request, provide education, and identify an appropriate next step. A website submission does not create an advisory, fiduciary, insurance, legal, tax, investment, or real estate relationship.

4. When We Share Information

We may disclose information to:

  • Website and operations providers, including Squarespace and providers that support hosting, forms, email, text messaging, customer relationship management, scheduling, security, analytics, and document delivery.
  • LeadConnector and related form or communication providers when you submit an embedded form or request communications.
  • GFI and appropriately licensed professionals when coordination is needed, you request an introduction, you give permission, or disclosure is otherwise permitted by law.
  • Insurance carriers and regulated service providers if you choose to pursue a product or regulated service through an approved process.
  • Analytics and advertising providers, including Meta, subject to your cookie choices and applicable law.
  • Professional advisers and authorities when reasonably necessary to protect rights, safety, security, comply with law, or respond to legal process.
  • A successor organization if all or part of the business is reorganized, transferred, or combined, subject to appropriate confidentiality protections.

We do not sell personal information for money. Some analytics or advertising technologies may be considered "sharing" for cross-context behavioral advertising under California law. You can manage non-essential cookies through the Cookie Preferences control on our website or contact us using the information below.

Mobile information and text-message consent will not be sold or shared with third parties or affiliates for their own marketing or promotional purposes. We may provide that information to vendors that help us deliver messages and manage consent, subject to contractual and legal restrictions.

5. Insurance and Financial Privacy

Legacy 72 operates under Global Financial Impact (GFI). When you pursue an insurance, annuity, or other regulated financial product, GFI, the licensed professional, and the issuing carrier may collect additional nonpublic personal information. That collection may include financial, beneficiary, identity-verification, health, underwriting, and transaction information.

Those organizations may provide separate privacy notices that describe:

  • The information they collect.
  • How they use and disclose it.
  • The parties that may receive it.
  • Your rights and privacy choices.
  • Their security and retention practices.

Those separate notices control the regulated application, underwriting, servicing, or transaction process. You can also review the GFI Privacy Policy and GFI Terms and Conditions.

Legacy 72 does not use general website inquiry forms as a substitute for a carrier's secure application or underwriting system.

6. Cookies, Analytics, and Advertising

The website may use:

  • Essential cookies needed for security and basic website operation.
  • Squarespace analytics and website-performance tools.
  • Google reCAPTCHA to reduce fraud and automated submissions.
  • Meta Pixel and similar tools to measure campaign and website activity.
  • Cookies or identifiers used by embedded forms, newsletters, and communication services.

You can review or change available cookie choices using the Cookie Preferences control on the website. Browser controls may also allow you to block or delete cookies. Blocking some cookies may affect website features.

Signals such as Global Privacy Control may be honored where required by applicable law and supported by our website tools.

7. Email and Text Messages

You may unsubscribe from marketing emails using the unsubscribe link in an email.

If you consent to receive text messages:

  • Consent is not a condition of purchase.
  • Message frequency varies.
  • Message and data rates may apply.
  • Reply STOP to opt out.
  • Reply HELP for help, or contact us using the information below.
  • Carriers are not responsible for delayed or undelivered messages.

We may still send non-marketing messages that you request or that are reasonably necessary to respond to an active inquiry, subject to applicable law and your communication choices.

8. Your Privacy Choices and Rights

Depending on where you live and which laws apply, you may have the right to:

  • Know or access the personal information we maintain about you.
  • Request correction of inaccurate information.
  • Request deletion of personal information, subject to legal exceptions.
  • Receive a portable copy of certain information.
  • Opt out of the sale or sharing of personal information.
  • Limit certain uses or disclosures of sensitive personal information.
  • Withdraw marketing consent or opt out of email and text communications.
  • Receive equal service and not be discriminated against for exercising a privacy right.

To submit a request, email diandra@legacyseventytwo.com or call (916) 462-0009. Please include enough information for us to understand and verify the request. We may ask for additional information to confirm identity and protect your information. An authorized agent may submit a request when permitted by law and supported by appropriate authorization.

We will respond within the time required by applicable law. Some information may be retained when needed for legal, compliance, security, fraud-prevention, recordkeeping, or transaction purposes.

9. California Notice at Collection

In the preceding 12 months, Legacy 72 may have collected the categories described in Section 1: identifiers and contact information; professional or employment-related information; inquiry and preference information; internet or electronic activity; communications; and marketing engagement information.

We collect these categories from the sources described in Section 2. We use them for the purposes described in Section 3. We may disclose them to the categories of recipients described in Section 4.

We do not sell personal information for money. We may use analytics or advertising technologies that qualify as "sharing" under California law. Use Cookie Preferences or contact us to exercise an applicable opt-out right.

We do not use or disclose sensitive personal information to infer characteristics about individuals. Information used in a later insurance or regulated financial process is subject to additional notices and applicable insurance and financial privacy laws.

10. Data Retention

We keep information only as long as reasonably necessary for the purpose for which it was collected, including to:

  • Respond to and follow up on requests.
  • Maintain consent and opt-out records.
  • Support an ongoing professional or customer relationship.
  • Meet legal, licensing, regulatory, tax, security, and recordkeeping obligations.
  • Resolve disputes and enforce agreements.

Retention periods vary based on the type of information, the relationship, and applicable requirements.

11. Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information. No internet transmission or storage system can be guaranteed to be completely secure. Please use approved secure channels whenever sensitive financial, health, identity, or underwriting information is required.

If you believe information provided to us has been compromised, contact us promptly.

12. Children

The website is intended for adults and is not directed to children under 18. We do not knowingly collect personal information from children through general website forms. A parent or guardian who believes a child has provided information may contact us to request review or deletion.

13. Third-Party Links and Services

The website may link to or embed services operated by third parties. Their privacy policies and terms govern their services. Legacy 72 is not responsible for the privacy practices of websites or services we do not control.

14. Changes to This Policy

We may update this policy to reflect changes in our practices, technology, services, or legal requirements. The "Last updated" date will show when the policy was most recently revised. Material changes may also be communicated through the website or other appropriate means.

15. Contact Legacy 72

For privacy questions, requests, or concerns:

Legacy 72
Email: diandra@legacyseventytwo.com
Call/Text: (916) 462-0009
Website: www.legacyseventytwo.com

Legacy 72 content is educational and does not replace legal, tax, investment, mortgage, real estate, insurance, or individualized financial advice. Regulated recommendations and services must be provided by appropriately qualified and licensed professionals within their scope of practice.