Privacy Policy
Your privacy matters to us. This policy explains how Carridine Legacy Group collects, uses, and protects the information you share with us through carridinelegacy.com.
Who we are
Carridine Legacy Group (“we,” “us,” or “our”) helps individuals and families across the United States learn about life insurance and annuity options. This Privacy Policy explains what information we collect through carridinelegacy.com, how we use it, and the choices you have.
Information you give us
When you request a consultation, call, or email us, you may share:
- Your name, email address, and phone number
- Your state of residence and age bracket
- The coverage amount and type of policy you are interested in
- Your preferred way to be contacted
- Any notes or questions you choose to include
Our website form is not designed for sensitive personal, medical, or financial details such as Social Security numbers, medical records, or account numbers. Please do not submit this information through the website. If it is needed later, we will discuss a secure way to provide it.
Information collected automatically
Like most websites, our hosting provider may record basic technical information when you visit, such as your browser type, device type, pages viewed, and the date and time of your visit. Our website also stores a small setting in your browser to remember whether you prefer light or dark mode. We do not use this information to identify you personally.
How we use your information
- To respond to your questions and schedule your complimentary conversation
- To prepare for your session and explain options that fit your goals
- To follow up with you about your request
- To keep records required by law and by the insurance carriers we work with
- To improve our website and the service we provide
How we share your information
We do not sell or rent your personal information. We share it only when needed to serve you, for example:
- With insurance carriers and our affiliated insurance agency (World Financial Group Insurance Agency, LLC and its affiliates) when you ask us to explore coverage or apply for a policy
- With service providers who help us run our website, email, and scheduling, and who must keep your information confidential
- When required by law, regulation, subpoena, or to protect our rights and the safety of others
Communications
If you contact us, we may reach out by phone, text, or email about your request. You can ask us to stop contacting you at any time by replying to our message or emailing us. We will not add you to marketing lists without your permission.
How we protect your information
We use reasonable administrative, technical, and physical safeguards to protect the information you share with us. No method of transmission over the internet or electronic storage is completely secure, so we cannot guarantee absolute security.
How long we keep your information
We keep your information only as long as needed for the purposes described in this policy, or as required by insurance regulations and record-keeping laws.
Your choices
You may contact us at any time to:
- Ask what personal information we have about you
- Request that we correct or update your information
- Request that we delete your information, unless we are required to keep it by law
- Opt out of future calls, texts, or emails
Children’s privacy
Our website is intended for adults. We do not knowingly collect personal information from anyone under 18. If you believe a child has provided us information, please contact us and we will delete it.
Links to other websites
Our website may link to other sites, such as insurance carriers. We are not responsible for the privacy practices of those websites, and we encourage you to read their privacy policies.
Changes to this policy
We may update this Privacy Policy from time to time. The “Last updated” date above shows when it was last changed. Continued use of the website means you accept the updated policy.
Contact us
If you have questions about this Privacy Policy or how we handle your information, please contact us: