Privacy Policy

When you request a quote, apply for coverage, or contact us, we collect information you provide: name, date of birth, contact details including your mobile number, state of residence, coverage preferences, and — where needed to obtain a quote or submit an application — health and lifestyle information such as height, weight, tobacco use, medications, and medical history. We may also collect basic technical data such as IP address and pages visited.

• To prepare quotes and compare carrier options for you
• To submit applications to insurance carriers you authorize
• To service policies and assist beneficiaries with claims
• To respond to your questions by phone, email, or — with your consent — SMS
• To meet legal, regulatory, and carrier recordkeeping requirements

We share information with insurance carriers and their underwriting services only as necessary to obtain quotes and process applications you authorize, and with service providers who support our operations (for example, email, CRM, and messaging platform vendors) under confidentiality obligations. We also disclose information where required by law or regulator request.

We do not sell your personal information.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service or messaging platform providers, is permitted. All other use-case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. SMS opt-in is always separate and optional. See our SMS terms.

Health information you provide is used solely to obtain quotes and submit applications on your behalf. It is transmitted to carriers over encrypted connections and retained only as long as required for servicing and regulatory recordkeeping.

You may request access to, correction of, or deletion of your personal information, and you may opt out of marketing calls, emails, or texts at any time by replying STOP to a text, using the unsubscribe link in an email, or contacting us at info@LegacybyLozano.com or (979) 451-5887. Certain records must be retained to comply with insurance regulations.

We use administrative, technical, and physical safeguards designed to protect your information. No method of transmission over the internet is completely secure, so we cannot guarantee absolute security.

This site is not directed to children under 13 and we do not knowingly collect their information.

Legacy by Lozano · info@LegacybyLozano.com · (979) 451-5887 · Mon–Fri, 9am–6pm CT