Privacy Policy

Effective Date: September 29, 2026

Lifeline Legacy Financial Group (“Lifeline Legacy,” “LLFG,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us.

This Privacy Policy explains how we collect, use, disclose, and protect information when you visit lifelinelegacyfinancial.com, go.lifelinelegacyfinancial.com, register for an event, complete a financial or retirement assessment, schedule an appointment, communicate with us, or otherwise interact with Lifeline Legacy Financial Group.

1. Information We Collect

Depending on how you interact with us, we may collect the following categories of information.

Personal and Contact Information

This may include:

• Name
• Email address
• Telephone or mobile number
• Mailing address
• State of residence
• Age or age range
• Marital or household information you voluntarily provide

Financial and Planning Information

When you request a consultation, participate in a financial assessment, or work with us, you may voluntarily provide information such as:

• Retirement timeline
• Approximate retirement assets
• Types of retirement accounts
• Income sources
• Insurance coverage
• Retirement concerns
• Estate or legacy planning information
• Social Security or pension information
• Financial goals and objectives
• Other financial information you choose to provide

Please do not submit highly sensitive information such as account passwords, complete Social Security numbers, or banking credentials through ordinary website forms unless we specifically provide a secure method for doing so.

Appointment and Event Information

When you register for a seminar, webinar, workshop, financial review, or other event, we may collect information concerning:

• The event you selected
• Attendance status
• Appointment date and time
• Spouse or guest attendance
• Questions or areas of interest
• Communications associated with your registration

Website and Device Information

When you use our websites, certain information may be collected automatically, including:

• IP address
• Browser type
• Device type
• Operating system
• Pages visited
• Referral source
• Approximate geographic location
• Dates and times of website activity
• Advertising or campaign attribution information

We may collect this information through cookies, pixels, analytics technologies, and similar tools.

2. How We Use Your Information

We may use personal information to:

• Respond to questions and requests
• Provide educational information
• Register you for seminars, workshops, webinars, or other events
• Schedule and manage appointments
• Prepare for financial or retirement planning conversations
• Evaluate whether our services may be appropriate for your needs
• Provide insurance, retirement, legacy, income-protection, or related services
• Communicate about appointments and registrations
• Send requested materials or reports
• Send educational newsletters and other communications
• Improve our websites, marketing, services, and customer experience
• Measure advertising and marketing effectiveness
• Detect fraud, abuse, security incidents, or technical problems
• Maintain business and compliance records
• Comply with applicable legal, regulatory, licensing, insurance-carrier, and compliance obligations

We attempt to limit the information we collect to information reasonably necessary for legitimate business and service purposes.

3. Email, Telephone, and Text Communications

If you provide your email address or telephone number, we may use it to communicate with you regarding requests you make, event registrations, appointments, educational materials, services, or other matters related to your relationship with Lifeline Legacy Financial Group.

Where required by law, marketing calls or text messages will be sent only with appropriate consent.

Consent to receive marketing communications is not a condition of purchasing any product or service.

Message frequency may vary. Message and data rates may apply.

You may opt out of marketing text messages by replying STOP. You may request assistance by replying HELP.

You may unsubscribe from marketing email by using the unsubscribe link included in the email.

Opting out of marketing communications does not necessarily prevent us from sending communications that are necessary to complete a transaction, manage an appointment, respond to a request, or service an existing relationship.

4. Cookies and Advertising Technologies

We may use cookies and similar technologies to:

• Operate our websites
• Remember preferences
• Understand website usage
• Measure campaign effectiveness
• Improve visitor experience
• Perform analytics
• Deliver or measure advertising

Third-party services such as website hosting companies, analytics providers, advertising platforms, CRM providers, scheduling platforms, and communications providers may also use technologies in connection with our websites.

Depending on applicable privacy law, certain advertising or analytics activity may be considered “sharing,” “sale,” or processing for targeted advertising even when we do not receive money in exchange for personal information.

You may contact us using the method provided below if you wish to exercise an applicable right to opt out of such processing.

5. How We Share Information

We may disclose information to service providers and organizations that assist us in operating our business, including:

• Website and hosting providers
• Customer relationship management platforms
• Appointment scheduling systems
• Email and SMS communications providers
• Analytics providers
• Advertising platforms
• Technology and cybersecurity providers
• Professional advisers
• Insurance carriers
• Insurance agencies, marketing organizations, or service organizations involved in processing an authorized insurance application or servicing a client relationship
• Compliance and regulatory service providers

These parties may receive information only as reasonably necessary to perform services or fulfill legitimate business, compliance, or client-service purposes.

We may also disclose information when required by law, subpoena, court order, regulatory request, licensing requirement, or other lawful process.

Information may also be transferred as part of a merger, acquisition, restructuring, financing, sale of business assets, or similar business transaction.

6. Sale of Personal Information

Lifeline Legacy Financial Group does not sell personal information for money as part of our ordinary business model.

Certain advertising, analytics, or digital marketing activities may nevertheless fall within broader legal definitions of “sale,” “sharing,” or targeted advertising in some jurisdictions.

Where applicable, you may request to opt out of those activities by contacting us at the address provided below.

7. Your Privacy Rights

Depending on where you reside and which laws apply, you may have rights regarding your personal information, including the right to:

• Confirm whether we process your personal information
• Access personal information we maintain about you
• Correct inaccuracies
• Request deletion
• Obtain a copy of certain personal information
• Opt out of certain targeted advertising
• Opt out of certain sales or sharing of personal information
• Withdraw consent where processing is based on consent
• Appeal certain decisions concerning a privacy request

These rights may be subject to legal exemptions and limitations.

To submit a privacy request, contact:

info@lifelinelegacyfinancial.com

Please use “Privacy Request” in the subject line.

We may need to verify your identity before completing a request.

If we deny a request and applicable law gives you a right to appeal, you may submit an appeal using the same email address with “Privacy Appeal” in the subject line.

We will not discriminate against you for exercising an applicable privacy right.

8. Data Retention

We retain information for as long as reasonably necessary for the purposes described in this Privacy Policy, including:

• Providing requested services
• Maintaining client or prospect records
• Meeting regulatory or insurance-carrier requirements
• Resolving disputes
• Maintaining security
• Enforcing agreements
• Fulfilling legal or compliance obligations

Retention periods may vary depending on the type of information and the nature of our relationship with you.

9. Data Security

We use reasonable administrative, technical, and organizational measures designed to protect personal information.

However, no website, electronic transmission, or data-storage system can be guaranteed to be completely secure.

You should use caution when transmitting sensitive information electronically.

10. Third-Party Websites

Our websites may contain links to third-party websites or services.

We are not responsible for the privacy, security, content, or practices of websites operated by third parties.

Your interaction with a third-party website is governed by that third party's policies.

11. Children's Privacy

Our websites and services are intended primarily for adults.

We do not knowingly collect personal information online directly from children under 13 without appropriate authorization.

If you believe a child has provided personal information to us improperly, please contact us so we can review the matter.

12. Financial and Insurance Information

Information provided through our public websites is primarily intended to help us understand your needs, respond to your requests, and facilitate educational or planning conversations.

Submitting information through a website does not by itself establish an advisory, insurance, fiduciary, attorney-client, tax-professional, or other professional relationship.

Additional privacy disclosures may apply when you formally apply for an insurance or financial product or establish a client relationship.

13. Changes to This Privacy Policy

We may revise this Privacy Policy periodically to reflect changes in our business, technologies, services, or legal requirements.

The “Effective Date” at the top of this policy indicates when the current version became effective.

Material changes may be communicated through our website or other reasonable methods.

14. Contact Us

Questions concerning this Privacy Policy or our privacy practices may be directed to:

Lifeline Legacy Financial Group
9451 LBJ Freeway, Suite 118
Dallas, Texas 75243
United States

Email: info@lifelinelegacyfinancial.com
Website: www.lifelinelegacyfinancial.com