Customer Privacy Notice

(Last updated November 2021)

This Privacy Notice applies to information collected in connection with financial products or services you obtain or seek to obtain from Legacy Financial Group that are subject to the Gramm-Leach-Bliley Act.


In the normal course of business we collect:

Information requested on applications and other forms (including name, address, email address, phone number, date of birth, Social Security number, and financial and household information); Data about your transactions (such as the products you purchase and your account status); Information from outside sources, such as public information; Information gathered from our websites, such as through online forms, site visit data and internet collection devices ("cookies"); Information collected from consumer reporting agencies; and Health information collected with your permission when you apply for products like life insurance or long-term care insurance.


We maintain physical, electronic and procedural safeguards that meet state and federal regulations. Access to customer information is limited to people who need the information to perform their job responsibilities. We regularly update and improve our security standards, procedures and technology to protect against unauthorized access to your confidential information.


We may share the information we collect about you as allowed by law, including for normal business administration and related business services. The information may be shared: 

Within Legacy Financial Group; and with non-affiliates, such as banks, third parties that perform research and marketing functions for us or service providers that help us process transaction or service your accounts. Our service providers may include Legacy Fiancial Group agents, billing, printing and mail service companies. If you are an investment advisory services customer, we may share your information with third parties who help us service your investment and financial planning needs. We may disclose the information we collect about you when required or permitted by law, such as to: 

Respond to a subpoena;
Prevent fraud and other crimes;
Comply with legal requirements;
or Respond to a government inquiry.



We respect your privacy choices. Customers who have purchased products or services from Legacy Financial Group have the option to tell us not to share information as follows: 

Within Legacy Financial Group to let you know about our products and services. The information we share may include your contact information, household and financial information, and information about your transactions with us. 

With non-affiliated companies with which we have joint agreements, such as banks, credit card issuers and online services, to offer you their products and services. The information we share may include your contact information and information about your transactions with us. 

With your agent and his or her new company if your agent leaves Legacy Financial Group. The information we share may include your contact information and information about your Legacy Financial Group products so that your agent can continue to service your needs. 

If you do not want us to share your information in any of the ways described above, just call (817) 368-8617. 

The choice you make will apply to all the products your purchased from Legacy Financial Group. If one joint owner tells us not to share information, that choice will also apply to the other owner(s). If you have already told us of your choices, there's no need to call again. 

The accuracy of your information is important to us.  You have the right to access and seek correction of your information, and we will respond to your request in accordance with applicable law.  We will follow the privacy law in your state if that law is different than the policy described in this Privacy Notice. 


This Privacy Notice was last updated in November 2021. Customers will receive our Privacy Notice at least once a year, as long as they are a policyholder or client. You can receive additional copies of our Privacy Notice on our website ( or you can write to: 

Legacy Financial Group
2600 Network Blvd., Ste. 130
Frisco, TX 75034

You can also call us at (817) 368-8617