Privacy Policy

Last Updated: 01/31/2026

Katz Legacy Financial LLC (“Katz Legacy Financial,” “we,” “our,” or “us”) respects your privacy. This Privacy Policy explains how we collect, use, protect, and disclose information when you visit or interact with our website.

By using this website, you consent to the practices described in this Privacy Policy. If you do not agree, please do not use the site.

1. Information We Collect

We collect only the information you voluntarily provide to us:

• Name
• Email address
• Phone number

We do not collect Social Security numbers, medical records, driver’s license numbers, financial account information, or payment information through this website.

2. How We Use Your Information

Your information may be used to:

• Respond to inquiries and requests
• Schedule appointments and follow up
• Provide insurance-related information
• Send educational or marketing communications
• Improve internal operations and client communication

We do not use your information to make automated decisions, and no services or policies are issued directly through this website.

3. Communications & Consent

By submitting your information, you consent to receive communications from Katz Legacy Financial and its representatives via:

• Phone calls (manual and automated)
• SMS / text messages
• Email

Communications may be made using automated technology and may originate from multiple agent phone numbers.

Consent is obtained when a user voluntarily submits their contact information through a website form or other intake method.

Message and data rates may apply. You may opt out of SMS messages at any time by replying “STOP.” Consent is not a condition of purchasing insurance.

4. Non-Sharing Clause

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, is permitted.

All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

5. Cookies & Tracking Technologies

We may use cookies and similar tracking technologies to support essential website functionality, maintain security, analyze performance, and improve user experience. These technologies may automatically collect limited technical data such as IP address, browser type, device information, and site interaction.

We do not use cookies for targeted advertising, nor do we sell personal information obtained through cookies or tracking technologies.

Any data collected is used strictly for internal operational purposes and service optimization.

Users may manage or disable cookies through their browser settings. Please note that disabling cookies may affect certain website features.

6. Data Security

We take reasonable administrative and technical measures to protect your information. However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

7. Third-Party Links

This website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. Accessing third-party websites is done at your own risk.

8. Children’s Privacy

This website is not intended for individuals under the age of 18. We do not knowingly collect personal information from minors.

9. Your Rights

You may request to access, update, or delete the information you have provided to us by contacting us directly.

Requests will be handled in accordance with applicable laws and verification requirements.

10. Terms and Conditions

Your use of this website is also governed by our Terms and Conditions.

11. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy at any time. Updates will be reflected by a revised “Last Updated” date.

12. Contact Information

Legal Notice: This Privacy Policy is provided for general informational purposes and does not constitute legal advice.