Privacy Policy
Effective date: October 15, 2026.
SR Legacy LLC ("SR Legacy", "we", "us") is an independent insurance brokerage at 771 Arizona Ave, Fort Lauderdale, Florida 33312. This policy explains what we collect, how we use it and the choices you have.
Information we collect
- Contact details you give us: name, phone number, email, state and ZIP code.
- Information about your insurance interests and goals that you choose to share, such as the kind of coverage you are looking at.
- If you apply for coverage, the information the insurance company requires, which may include date of birth, health and financial details. We collect this to process your request.
- Records of our calls, texts and emails with you. Calls may be recorded.
- Basic website information such as pages visited, device type and approximate location, collected through cookies and similar tools.
How we use it
- To answer your request and contact you about life insurance, annuities and related insurance products.
- To help you compare options and complete applications with insurance companies.
- To service your policy or account and meet legal and licensing requirements.
- To improve our website and our service, and to measure our advertising.
Who we share it with
We share information with insurance companies and other firms we use to carry out your request (for example, carriers, licensed agents in our agency, and service providers who help us send messages, schedule calls and store records). Those providers may use the information only to help us. We do not sell your personal information. We may also share information when the law requires it.
Calls, texts and email
If you give us consent, we may contact you by phone, text message and email, including with automated technology. Consent is not a condition of buying anything. Message frequency varies. Message and data rates may apply. Reply STOP to any text to opt out. Reply HELP for help. You can also tell us on any call that you do not want more calls. Mobile opt-in information is not shared with third parties for their own marketing.
Cookies and advertising
We use cookies and similar tools to run the site and to measure our ads, including ads on social media. You can control cookies in your browser settings.
Your choices
- Ask us what information we hold about you, ask us to correct it, or ask us to delete it, subject to legal record-keeping rules.
- Opt out of marketing calls, texts or email at any time using the steps above.
Security and retention
We use reasonable safeguards to protect your information. No method of storage or transmission is completely secure. We keep information only as long as needed for the purposes above and to meet legal and insurance record-keeping requirements.
Children
Our site is not directed to children under 13 and we do not knowingly collect their information.
Changes
We may update this policy. The effective date above will change when we do.
Contact us
SR Legacy LLC, 771 Arizona Ave, Fort Lauderdale, Florida 33312. Phone (866) 574-1177 (our AI assistant line, call or text anytime). Email: [email protected].