How Waldron Legacy Life handles your information

Information We Collect

When you request a quote or contact Waldron Legacy Life, we may collect your name, email address, phone number, state, coverage goals, preferred contact time, notes you submit, and related communication details.

How We Use Information

We use information to respond to quote requests, discuss insurance options, provide follow-up, verify licensing or service availability, improve the website, maintain records, prevent spam or misuse, and comply with legal or regulatory obligations.

Calls and Text Messages

If you provide your phone number and consent to receive calls or text messages, Waldron Legacy Life may contact you about your quote request and related insurance services. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out of text messages or HELP for help.

How Information Is Shared

We do not sell your personal information. We may share information with service providers that help operate the website, process quote requests, provide analytics, support communications, or assist with insurance quoting and application workflows. We may also share information when required by law or to protect rights, safety, or security.

Mobile information (your phone number and SMS consent) will not be shared with or sold to third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent are not shared with any third parties.

Website Analytics

The website may use analytics tools to understand visits, clicks, and quote-form activity. These tools help improve the website and measure performance.

Data Security

We use reasonable administrative and technical safeguards, but no website, form, email, phone, or text system can be guaranteed to be completely secure.

Your Choices

You may request that Waldron Legacy Life update your contact preferences or stop contacting you. For text messages, reply STOP to opt out. You may also call 360-483-6136 for help.

Policy Updates

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.

Contact

Questions about this Privacy Policy can be directed to Waldron Legacy Life at 360-483-6136.