1. INTRODUCTION

Good Life Wealth and Trust Legacy Group (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information.

This Privacy Policy explains how we collect, use, store, and share your information when you visit our website, submit your information, or engage with our services.

By using our website or services, you consent to the practices described in this policy.

2. INFORMATION WE COLLECT

We may collect the following categories of information, depending on the services you request and the information you voluntarily provide:

🔹 Personal Identification Information

● Full name

● Email address

● Phone number

● Mailing address

● Date of birth

Any identifying information submitted through forms, scheduling tools, or consultations

🔹 Financial & Estate Planning Information

When applicable and voluntarily provided, we may collect information necessary to assist with estate planning, life insurance, or annuity services, including:

● General asset information (e.g., property, accounts, estimated values)

● Beneficiary-related details

● Trust or estate planning preferences

● Financial goals or retirement-related information

This information is only collected to evaluate needs and determine appropriate solutions

🔹 Sensitive Information (When Required for Services)

In certain cases—particularly for life insurance or annuity applications—we may collect sensitive information, such as:

● Social Security numbers

● Health-related information (for underwriting purposes)

● Identification documents

This information is only collected when necessary and is handled securely and shared strictly with authorized providers involved in fulfilling your request.

🔹 Information Related to Minors (Children)

In some cases, clients may request services that involve minors, such as life insurance policies owned by a parent or guardian.

In these situations, we may collect:

● Name of the minor

● Date of birth

● Social Security number (when required for underwriting or policy issuance)

This information is collected only when necessary to fulfill a specific request initiated by a parent or legal guardian.

🔹 Technical & Usage Information

● IP address

● Browser type and version

● Device information

● Pages visited and interaction data

● Cookies and tracking data

3. HOW WE USE YOUR INFORMATION

We use your information solely for legitimate business purposes related to the services you request, including:

● Scheduling and managing appointments

● Communicating via phone, SMS, and email

● Evaluating your needs for estate planning, life insurance, or annuities

● Determining eligibility or suitability for financial or insurance products

● Coordinating with licensed professionals and service providers

● Facilitating applications, underwriting, and document processing

● Improving our services, systems, and user experience

● Complying with legal and regulatory requirements

We do not use your information for unrelated purposes, and we only collect what is reasonably necessary to provide services.

4. COMMUNICATION CONSENT

By submitting your information through our website, forms, or scheduling tools, you expressly consent to receive communications from Good Life

Wealth and Trust Legacy Group via:

● Phone calls

● Text messages (SMS)

● Email

These communications may include, but are not limited to:

● Appointment confirmations and reminders

● Follow-up communications

● Service-related updates

● Information regarding estate planning, life insurance, annuities, or related services you have inquired about

Message and data rates may apply. Message frequency may vary depending on your level of engagement and service activity.

You may opt out of text messages at any time by replying “STOP” to any SMS message. You may unsubscribe from emails by clicking the unsubscribe link provided in those communications.

We are committed to responsible communication practices and will not send excessive or unrelated messages. All communications are intended to support your inquiry or services requested.

5. SHARING OF INFORMATION

Good Life Wealth and Trust Legacy Group does not sell, rent, or trade your personal information to third parties for marketing purposes.

We only share your information under the following conditions:

🔹 Service-Based Sharing Only (Key Statement)

Your information is shared only when necessary to fulfill a service you have requested or expressed interest in, such as:

● Estate planning

● Life insurance

● Annuities

● Financial or retirement-related solutions

🔹 With Authorized & Relevant Parties Only

Information may be shared with:

Licensed Professionals:

● Estate planning attorneys

● Financial professionals

● Licensed insurance agents

Insurance & Financial Providers:

● Insurance carriers (including but not limited to Alliance and other providers)

● Annuity providers

● Underwriting entities

Estate Planning Platforms:

● Secure service providers and platforms used to facilitate estate planning (e.g., Integrated Trust Systems or similar providers)

Technology & Processing Platforms:

● CRM systems (such as GoHighLevel)

● Scheduling and communication systems

● Secure document handling and storage providers

🔹 Strict Limitation of Use

Any third party receiving your information is only provided with the minimum necessary data required to perform their role and is expected to maintain confidentiality and comply with applicable privacy and security standards.

🔹 No Unrelated Sharing

We do not share your information with any third parties unless it directly relates to a service you have requested or authorized.

6. DATA SECURITY

We take the protection of your personal information seriously and implement reasonable administrative, technical, and physical safeguards designed to protect against unauthorized access, disclosure, alteration, or destruction of your data.

These measures may include:

● Secure data storage systems

● Controlled access to sensitive information

● Use of trusted third-party platforms with security protocols

● Encryption or secure transmission methods where applicable

Sensitive information (such as Social Security numbers or financial data), when required, is handled with heightened care and is only shared with authorized providers directly involved in fulfilling your request.

While we strive to use commercially acceptable means to protect your information, no method of transmission over the internet or electronic storage is 100% secure.

By using our website and services, you acknowledge and accept that there are inherent risks in transmitting information electronically.

7. YOUR RIGHTS & CHOICES

You have the right to:

● Request access to the personal information we hold about you

● Request correction of inaccurate or incomplete information

● Request deletion of your personal data, subject to legal, contractual, or regulatory obligations

● Opt out of communications at any time

● Limit how your information is used, where applicable

To exercise any of these rights, you may contact us using the contact information provided in this policy.

Please note:

● Certain information may be retained as required by law or for legitimate business purposes

● Deleting certain information may limit our ability to provide services

We will make reasonable efforts to respond to requests in a timely manner.

8. COOKIES & TRACKING TECHNOLOGIES

Our website may use cookies, pixels, and similar tracking technologies to enhance your experience and improve our services.

These technologies may be used to:

● Understand how users interact with our website

● Analyze traffic and usage patterns

● Improve website functionality and performance

● Support marketing and advertising efforts

Some third-party services we use (such as analytics or advertising platforms) may also use cookies or tracking technologies.

You may choose to disable cookies through your browser settings; however, doing so may affect the functionality of certain features on our website.

By continuing to use our website, you consent to the use of these technologies as described.

9. THIRD-PARTY LINKS

Our website may contain links to third-party websites, services, or resources that are not owned or controlled by Good Life Wealth and Trust Legacy Group.

These third parties may have their own privacy policies, terms of use, and data practices that differ from ours.

We are not responsible for:

● The content of third-party websites

● Their privacy practices or policies

● How they collect, use, or protect your information

We encourage you to review the privacy policies of any third-party sites you visit before providing personal information.

10. DATA RETENTION

We retain personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, including:

● Providing requested services

● Facilitating appointments and follow-ups

● Complying with legal, regulatory, or contractual obligations

● Resolving disputes and enforcing agreements

The length of time we retain information may vary depending on:

● The nature of the information

● The type of service provided

● Applicable legal requirements

When personal information is no longer required, we take reasonable steps to securely delete, destroy, or anonymize it.

11. CHILDREN’S PRIVACY

Our services are not directed toward individuals under the age of 18, and we do not knowingly collect personal information directly from minors.

However, in certain cases, a parent or legal guardian may request services that involve a minor, such as:

● Life insurance policies owned by a parent or guardian for the benefit of a child

● Financial or estate-related planning involving minors

In these situations, personal information related to the minor (including, where required, Social Security numbers or identifying information) may be collected solely for the purpose of fulfilling the requested service, such as underwriting or policy issuance.

By providing such information, the parent or legal guardian represents and warrants that:

● They are authorized to provide the minor’s information

● They consent to its use for the specific requested service

We do not use or retain minors’ information for any unrelated purpose and do not knowingly share such information beyond what is required to complete the requested service.

If we become aware that information has been collected from a minor without proper authorization, we will take appropriate steps to delete such information.

12. CHANGES TO THIS POLICY

Good Life Wealth and Trust Legacy Group reserves the right to update, modify, or revise this Privacy Policy at any time.

Any changes will be posted on this page with an updated “Last Updated” date.

Changes may be made to reflect:

● Updates to our services or business practices

● Changes in legal or regulatory requirements

● Improvements to data protection and privacy standards

Your continued use of our website or services after any changes are posted constitutes your acceptance of the revised Privacy Policy.

We encourage you to review this page periodically to stay informed about how your information is collected, used, and protected.

13. CONTACT INFORMATION

If you have any questions about this Privacy Policy or your data, you may contact us:

Company: Good Life Wealth and Trust Legacy Group

Email: [email protected]

Phone: (623) 323 - 6527