Privacy Policy

Legacy Shield Alliance LLC · Last updated August 20, 2026

Legacy Shield Alliance LLC ("Legacy Shield Alliance," "we," "us," or "our") respects your privacy. This Privacy Policy explains what information we collect, how we use it, who we share it with, and the choices available to you.

This policy applies to legacyshieldalliance.com, maintenance.legacyshieldalliance.com, and to information you provide to us through online advertising forms, appointment booking pages, phone calls, text messages, and email.

By using our websites or submitting your information to us, you agree to this Privacy Policy.

1. Who We Are

Legacy Shield Alliance LLC is a licensed life insurance agency registered in the State of Nevada. We help individuals review their financial situation and, where appropriate, obtain life insurance coverage from the carriers we represent.

Licensed states and license numbers:

Nevada — License #3575101
Michigan — License #19610531
Texas — License #3534162
Hawaii — License #19610531

We only offer and sell insurance products in the states listed above.

2. Information We Collect

Information you give us

  • Name
  • Phone number
  • Email address
  • Mailing address, city, state and ZIP code
  • Date of birth or age
  • Information about your timeshare ownership, including maintenance fee amounts and how long you have owned it
  • Information about your household, dependents, financial situation, and existing insurance coverage
  • Health information you choose to share during a consultation or on an insurance application
  • Any other information you include in a message, form field, or conversation with us

Information collected automatically

  • IP address and general location derived from it
  • Browser type, device type and operating system
  • Pages viewed, time spent, and links clicked
  • The website or advertisement that referred you
  • Information collected through cookies and similar tracking technologies

Information from advertising platforms

If you submit a form inside a social media platform such as Facebook or Instagram, that platform provides us with the information you submitted, which may be pre-filled from your profile.

3. How We Use Your Information

  • To contact you about the free legacy review you requested
  • To schedule, confirm and remind you about appointments
  • To assess your needs and identify suitable insurance products
  • To obtain quotes and submit applications to insurance carriers on your behalf
  • To respond to your questions and provide customer service
  • To send you information about our services, where you have agreed to receive it
  • To operate, maintain and improve our websites
  • To measure the effectiveness of our advertising
  • To comply with insurance regulations, recordkeeping requirements, and other legal obligations

4. Consent to Be Contacted

When you submit your information through one of our forms, you agree that Legacy Shield Alliance LLC and its licensed agents may contact you at the phone number and email address you provided. This includes contact by telephone call, text message (SMS), and email, and may include the use of automated telephone dialing systems, artificial or prerecorded voice messages, and automated text messaging.

Your agreement is not a condition of purchase. You do not have to agree to be contacted in order to obtain a quote or buy insurance from us.

Message and data rates may apply. Message frequency varies. To stop receiving text messages, reply STOP to any message from us. For help, reply HELP. To stop receiving marketing emails, use the unsubscribe link in any email or contact us using the details in Section 11.

We keep a record of the consent you provided, including the date and time and the exact wording you agreed to.

5. How We Share Your Information

We do not sell your personal information, and we do not share it with lead buyers or unaffiliated marketers.

We share information only as described below.

Insurance carriers

To obtain quotes or submit an application on your behalf, we share your information with the carriers we represent. As of the date of this policy those carriers are: Americo, Transamerica, Instabrain, American Amicable, National Life Group, Occidental, Mutual of Omaha, Ethos, and Corebridge. Each carrier handles your information under its own privacy policy. This list may change as our carrier appointments change.

Licensed agents

Consultations are currently conducted by Ronald Isaac. As our business grows, other licensed agents working with Legacy Shield Alliance LLC may contact you or conduct your consultation.

Service providers

We use third-party tools to run our business, and these providers may process your information on our behalf. They include our customer relationship management platform (GoHighLevel), video conferencing (Zoom), advertising platforms (Meta), and email and text message delivery services. These providers are permitted to use your information only to provide services to us.

Legal and safety

We may disclose information where required by law, regulation, subpoena, court order, or a request from a state insurance regulator, or where we believe disclosure is necessary to protect our rights, investigate fraud, or protect the safety of any person.

Business transfers

If our business is sold, merged, or transferred, your information may be transferred as part of that transaction.

6. Cookies and Tracking

Our websites use cookies, pixels and similar technologies, including the Meta pixel, to understand how visitors use our site and to measure advertising performance. These technologies may allow Meta and other advertising platforms to recognise you and show you advertisements on their services.

Most browsers allow you to refuse or delete cookies through their settings. Doing so may affect how our websites function. You can also review the advertising controls offered by Meta and other platforms directly.

7. Health Information

Applying for life insurance may require you to disclose health information. We collect it only for the purpose of obtaining quotes and submitting applications, we share it only with the carriers considering your application, and we handle it with the confidentiality required by applicable insurance and privacy laws.

8. Data Retention

We keep your information for as long as needed to provide our services and to meet the recordkeeping requirements that apply to licensed insurance agents. Records of consent and of insurance transactions are typically retained for several years after our last contact with you, as required by state insurance regulations.

9. Security

We use reasonable administrative and technical safeguards to protect your information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

10. Your Privacy Rights

Depending on the state you live in, you may have the right to:

  • Request a copy of the personal information we hold about you
  • Request that we correct inaccurate information
  • Request that we delete your information, subject to our legal recordkeeping obligations
  • Opt out of the sale of your personal information
  • Opt out of targeted advertising
  • Ask us not to contact you

To make a request, contact us using the details in Section 11. We will verify your identity before responding, and we will respond within the timeframe required by applicable law. We will not discriminate against you for exercising these rights.

Nevada residents

Nevada law gives residents the right to direct a business not to sell certain personal information. We do not sell personal information as defined under Nevada law. If you wish to submit a verified opt-out request, email us at [email protected] with the subject line "Nevada Opt-Out Request."

Texas residents

Texas residents may exercise the rights described above under the Texas Data Privacy and Security Act, including the right to appeal a decision we make regarding a request. If we decline your request, you may appeal by replying to our decision, and if the appeal is denied you may contact the Texas Attorney General.

11. How to Contact Us

Legacy Shield Alliance LLC

568 La Vista Acres Ln
Las Vegas, NV 89138

Phone: 702-468-7117

Email: [email protected]

12. Children

Our services are intended for adults. We do not knowingly collect information from anyone under 18. If you believe a minor has provided us with information, contact us and we will delete it.

13. Third-Party Links

Our websites may link to sites we do not control. We are not responsible for their privacy practices, and we encourage you to read their policies.

14. Changes to This Policy

We may update this Privacy Policy from time to time. The date at the top of this page shows when it was last revised. Continued use of our websites after a change means you accept the updated policy.

Important notice. Legacy Shield Alliance LLC is a licensed insurance agency. Nothing on this website is an offer of insurance coverage. Submitting your information means a licensed insurance agent will contact you to discuss life insurance products. Any coverage is subject to application, underwriting, and approval by the issuing carrier. Products, features and availability vary by state.

© 2026 Legacy Shield Alliance LLC. All rights reserved.