Terms and Conditions

Effective date: October 15, 2026.

These terms apply to your use of the SR Legacy LLC website and to our messages to you. By using the site you agree to them.

Who we are

SR Legacy LLC is an independent insurance brokerage in Fort Lauderdale, Florida. We are licensed to sell certain insurance products only in the states where our advisors hold licenses. Nothing on this site is an offer to sell insurance in a state where we are not licensed.

General information only

The content on this site is for general information. It is not insurance, tax, legal or investment advice. Product features, prices, cash values, rates and availability depend on the insurance company, your state, your age and health, and underwriting. Coverage is not guaranteed until the insurance company approves your application and the policy is issued. Illustrations and examples are not promises of future results.

Talking to us

Asking about coverage does not obligate you to buy. Any recommendation we make will be discussed with you by a licensed advisor.

Calls, texts and email

If you agree on one of our forms, SR Legacy LLC and its licensed insurance agents may contact you about life insurance, annuities and related insurance products by phone, text and email, including with automated technology, an artificial or prerecorded voice, or an AI-generated voice. Consent is not a condition of any purchase. Message frequency varies. Message and data rates may apply. Reply STOP to opt out of texts. Reply HELP for help. You may also tell us on any call that you do not want more calls. Calls may be recorded. You can reach us at (866) 574-1177 (our AI assistant line, call or text anytime). See our Privacy Policy at https://srlegacy.com/privacy-policy-page.

Using this site

Please give us accurate information. Do not misuse the site, try to access it without permission, or use it to send unlawful or harmful material. We may change or remove content at any time.

Third-party links

The site may link to other sites, including insurance company sites. We do not control them and are not responsible for their content.

Ownership

The text, design and logos on this site belong to SR Legacy LLC or its licensors. You may view them for your personal use but may not copy or reuse them without our permission.

No warranty and limits on liability

The site is provided "as is". To the extent the law allows, SR Legacy LLC is not liable for losses that come from using the site or relying on its general information. Nothing here limits any rights you have under your insurance policy or under law that cannot be limited.

Governing law

These terms are governed by the laws of the State of Florida. Any dispute will be handled in the state or federal courts located in Broward County, Florida, unless the law requires otherwise.

Changes

We may update these terms. 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).