Privacy Policy

Last Updated: 01/02/2026

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. Information Sharing

We do not sell, rent, or trade your personal information.

We may share information only:

  • With licensed agents or contractors working on your request
  • To comply with legal obligations or lawful requests
  • To protect our rights, safety, or property

5. 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.

6. 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.

7. Children’s Privacy

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

8. 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.

9. Terms and Conditions

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

10. 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.

11. Contact Information

For questions or concerns regarding this Privacy Policy, contact:

Katz Legacy Financial LLC
311 Judges Rd Unit 10F
Wilmington, North Carolina 28405
ecardillo@katzlegacyfinancial.com
910-350-8881

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