# Privacy Policy
**Tri-State Legacy Group, LLC**
Effective Date: July 22, 2026
Website: https://tristatelegacygroup.com
Tri-State Legacy Group, LLC ("Tri-State Legacy Group," "we," "us," or "our") respects your privacy. This Privacy Policy explains what information we collect, how we use it, and the choices you have, including in connection with our SMS text messaging program.
## 1. Information We Collect
We may collect the following types of information when you visit our Site, submit a form, book a consultation, or opt in to receive communications from us:
- Contact information such as your name, email address, mailing address, and phone number
- Information you provide during a consultation, such as details relevant to insurance or retirement planning needs
- Mobile phone number and consent status when you opt in to SMS communications
- Technical information such as your IP address, browser type, and how you interact with the Site, collected through standard analytics tools
## 2. How We Use Your Information
We use the information we collect to:
- Respond to your inquiries and schedule consultations
- Provide information about insurance, Medicare, and retirement planning products and services
- Send appointment reminders, follow-ups, and service-related communications, including by text message where you have opted in
- Improve our website and the services we offer
- Comply with applicable legal and regulatory requirements
## 3. How We Share Your Information
We do not sell your personal information. We may share your information only in the following limited circumstances:
- With subcontractors who provide support services on our behalf, such as customer service, scheduling, or technology platforms we use to operate our business
- With insurance carriers or underwriters as necessary to process a quote, application, or policy you have requested
- When required to do so by law, regulation, or legal process
**No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.** Information sharing with subcontractors for support services, such as customer service, is permitted. All other categories of information sharing described in this policy exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the text message services used to deliver our messages.
## 4. Text Messaging (SMS) Opt-In Data
If you opt in to receive text messages from Tri-State Legacy Group:
- Your phone number and opt-in consent will be used solely to send you the communications described in our Terms and Conditions
- Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the text message services used to deliver our messages
- You may opt out at any time by replying **STOP**, and you may request help by replying **HELP**
## 5. Cookies and Tracking Technologies
Our Site may use cookies and similar tracking technologies to understand how visitors use the Site and to improve your browsing experience. You can control cookies through your browser settings.
## 6. Data Security
We take reasonable administrative and technical measures to protect the information you provide to us. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.
## 7. Your Choices and Rights
You may:
- Opt out of SMS communications at any time by replying STOP
- Unsubscribe from email communications using the link provided in any email
- Contact us to request access to, correction of, or deletion of your personal information, subject to applicable law and any recordkeeping requirements associated with insurance regulations
## 8. Children's Privacy
Our Site and services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children.
## 9. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised effective date.
## 10. Contact Us
If you have questions about this Privacy Policy or how we handle your information, please contact us:
**Tri-State Legacy Group, LLC**
23 Northgate dr.
Walden, NY 12586
Email: tim@tristatelegacygroup.com
Phone: (845) 235-6371
