FaithForward Legacy Group Privacy Policy

Effective Date: May 1, 2026

Privacy Commitment

At FaithForward Legacy Group, we value your trust and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website, request information, register for events, or use our services.

Our mission is to help individuals, families, and business owners make informed financial decisions through education, insurance solutions, and legacy planning. Protecting your privacy is an important part of that commitment.

IMPORTANT NOTICE REGARDING TEXT MESSAGING DATA

FaithForward Legacy Group does not sell, rent, or share customer opt-in information, including mobile phone numbers, SMS consent records, or text messaging data, with affiliates or third parties for marketing or promotional purposes.

Your SMS consent remains confidential and is used solely for the purposes for which you provided consent.

1. Information We Collect

We may collect the following information when you interact with our website or services.

Personal Information

• Full name

• Email address

• Phone number

• Mailing address

• Appointment information

• Insurance inquiry information

• Webinar registrations

• Payment information (when applicable)

• SMS and email communication preferences

Website Information

We may automatically collect:

• IP address

• Browser type

• Device information

• Website activity

• Cookies and analytics information

• Pages visited and time spent on our website

Communication Information

We may maintain records of:

• Contact form submissions

• Appointment requests

• Email correspondence

• SMS communications

• Customer support interactions

• Webinar registrations and attendance

2. How We Use Your Information

We use your information to:

• Respond to inquiries

• Schedule appointments

• Provide requested insurance and financial education services

• Register you for webinars and educational events

• Deliver educational resources

• Send appointment confirmations and reminders

• Process transactions (when applicable)

• Improve our website and customer experience

• Maintain communication consent records

• Comply with applicable legal and regulatory requirements

3. SMS Messaging Policy

SMS Consent

By voluntarily opting into SMS communications, you consent to receive text messages related to:

• Appointment reminders

• Webinar confirmations

• Registration updates

• Customer service communications

• Educational event reminders

Marketing or promotional text messages are sent only when you have provided explicit consent.

Opting Out

You may opt out of text messaging at any time by replying:

STOP

Once you opt out, you will receive one final confirmation message and no additional SMS messages unless you opt in again.

Message Frequency

Message frequency varies depending on your interaction with FaithForward Legacy Group.

Standard message and data rates may apply.

SMS Data Protection

No mobile information, SMS consent, or text messaging data will be sold or shared with third parties or affiliates for marketing or promotional purposes.

Information may only be shared with trusted service providers who assist in delivering SMS communications on our behalf and who are contractually required to maintain confidentiality.

4. Information Sharing

FaithForward Legacy Group does not sell or rent your personal information.

We may share information only with trusted service providers necessary to operate our business, including:

• Appointment scheduling platforms

• CRM providers

• Payment processors

• Email marketing providers

• SMS communication providers

• Website hosting providers

These providers may only use your information to perform services on our behalf and must protect your information.

We may also disclose information:

• To comply with legal obligations

• To respond to lawful requests

• To protect our legal rights

• In connection with a business transfer, merger, or acquisition

SMS consent data is never transferred except as required to provide messaging services.

5. Data Security

We implement commercially reasonable administrative, technical, and physical safeguards to protect your personal information.

These safeguards include:

• Secure website encryption (SSL)

• Password-protected systems

• Limited employee access

• Secure data storage

• Routine security monitoring

While no method of transmission over the Internet is 100% secure, we strive to protect your information using industry best practices.

6. Cookies & Analytics

Our website uses cookies and similar technologies to:

• Improve website functionality

• Understand visitor behavior

• Analyze website performance

• Personalize user experiences

You may disable cookies through your browser settings; however, certain website features may not function properly.

7. Your Privacy Rights

You have the right to:

• Request access to your personal information

• Request corrections to inaccurate information

• Request deletion of eligible personal information

• Withdraw communication consent

• Unsubscribe from email communications

• Opt out of SMS communications by replying STOP

To exercise these rights, please contact us using the information below.

8. Third-Party Websites

Our website may contain links to third-party websites.

FaithForward Legacy Group is not responsible for the privacy practices or content of those external websites. We encourage you to review their privacy policies before providing personal information.

9. Policy Updates

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements.

The updated version will always include the revised Effective Date at the top of this page.

Continued use of our website after updates constitutes acceptance of the revised policy.

10. Contact Us

FaithForward Legacy Group

Phone: 540-645-1241

Website: https://faithforwardlegacygroup.com

If you have questions regarding this Privacy Policy or how your information is handled, please contact us.

Consent

By using our website, registering for an event, submitting information, or using our services, you acknowledge that you have read and agree to this Privacy Policy.