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    • Welcome
    • Why Choose SLG
    • Contact SLG
    • Plan Options
    • Meet the Team
    • Client Resources
    • Gallery
    • Apply
  • Welcome
  • Why Choose SLG
  • Contact SLG
  • Plan Options
  • Meet the Team
  • Client Resources
  • Gallery
  • Apply

Privacy Policy

Effective Date: June 9, 2026

At Scott Legacy Group, we value your privacy and are committed to protecting the personal information you choose to share with us. This Privacy Notice explains how we collect, use, and protect information when you visit our website, schedule an appointment, complete a contact form, call, email, text, or otherwise communicate with us.

By using our website or services, you agree to the collection, use, and handling of your information as described in this Privacy Notice.

Personal Information We Collect

Scott Legacy Group only collects basic contact information that you voluntarily provide to us. This may include:

  • Name
  • Email address
  • Phone number

We do not collect Social Security numbers, dates of birth, banking information, credit card information, financial account numbers, or other highly sensitive personal information through our website or online scheduling forms.

Information You Provide to Us

You may provide your contact information when you:

  • Submit a contact form
  • Schedule an appointment through a scheduling link
  • Request information about coverage options
  • Call, email, or text us
  • Ask to be contacted regarding insurance or benefit-related services

We may keep a record of your communication with us so we can respond appropriately and provide better service.

How We Use Your Information

Scott Legacy Group may use the information you provide to:

  • Respond to your questions or requests
  • Schedule, confirm, or follow up on appointments
  • Contact you by phone, text message, or email
  • Provide information about health coverage, life insurance, supplemental benefits, or related services
  • Help determine which coverage options may be available or appropriate for your situation
  • Provide customer service and support

We use your information only for legitimate business purposes related to your inquiry, appointment, or requested services.

Appointment Scheduling

If you schedule an appointment using a third-party scheduling tool, such as Calendly, you may be asked to provide your name, phone number, and email address. This information is used to schedule, confirm, and follow up regarding your appointment.

Scott Legacy Group does not request or collect Social Security numbers, dates of birth, or other sensitive private information through online appointment scheduling.

Children’s Privacy

Scott Legacy Group does not knowingly collect personal information from individuals under the age of 13. Our website and services are intended for adults seeking information about insurance coverage and related benefit options.

If we become aware that we have collected information from a child under the age of 13, we will take reasonable steps to delete that information.

We Do Not Sell Your Information

Scott Legacy Group does not sell, rent, trade, or otherwise transfer your personal information to third parties for marketing or advertising purposes.

Sharing of Information

Scott Legacy Group may share your information only when reasonably necessary to provide the services you requested, respond to your inquiry, comply with legal obligations, or work with licensed professionals, insurance-related service providers, or administrative support involved in assisting with your request.

We do not share your information for unrelated marketing purposes.

Text, Email, and Phone Communications

By providing your name, phone number, or email address, you authorize Scott Legacy Group to contact you regarding your inquiry, appointment, coverage options, or requested information.

You may request that we stop contacting you at any time by replying to a message, calling us, or emailing us directly.

Data Security

Scott Legacy Group takes reasonable steps to protect the personal information you provide. However, no website, email system, text message, online form, or electronic storage method is completely secure. While we work to protect your information, we cannot guarantee absolute security.

Third-Party Services and Links

Our website or communications may include links to third-party websites or services, such as scheduling tools, insurance carrier websites, or other resources. Scott Legacy Group is not responsible for the privacy practices, policies, or content of third-party websites or services.

We encourage you to review the privacy policies of any third-party websites or services you choose to use.

Updates to This Privacy Notice

Scott Legacy Group may update this Privacy Notice from time to time. Any updates will be posted on this page with a revised effective date.

Contact Us

If you have questions about this Privacy Notice or would like to request that your contact information be removed from our records, please contact us:

Scott Legacy Group
Website: www.scottlg.com
Email: michael.scott@scottlg.com


Copyright © 2026 Scott Legacy Group - All Rights Reserved.

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