Information We Collect
We may collect information you provide through consumer inquiries, agent applications, network participation, referral submissions, Portal activity, and communications.
- Identity and contact information
- Financial-planning interests and service requests
- Licensing, appointment, training, and professional-development information
- Referral information submitted about another person
- Device, cookie, analytics, authentication, and security records
How We Use Information
- Respond to requests and coordinate appropriate services
- Support insurance, annuity, wealth, estate-planning, and professional-development workflows
- Operate Tic Tac Grow™, validate activity, and administer eligible rewards
- Protect the website, Portal, users, and systems
- Comply with licensing, recordkeeping, legal, and regulatory obligations
How Information May Be Shared
Information may be shared as necessary with licensed professionals, insurance carriers, Experior Financial Group, Global View Capital Advisors, technology and communication providers, legal or compliance professionals, and other authorized partners. Each third-party system may also be governed by its own privacy terms. Legacy Grove Group does not sell personal information.
Referrals and Information About Others
Submit another person’s information only when you have a legitimate relationship and a reasonable basis to believe the person welcomes the introduction. Referral information may be used to evaluate and respond to the introduction and to administer the Referral Program.
Security, Retention, and Rights
We use administrative, technical, and physical safeguards appropriate to the information and risk. No method is guaranteed secure. Information is retained only as reasonably necessary for business, legal, regulatory, dispute, security, and recordkeeping purposes. Depending on jurisdiction, individuals may request access, correction, deletion, restriction, or consent withdrawal.
Communications, Children, and Updates
Marketing communications may be withdrawn through stated unsubscribe or STOP instructions. This site is not directed to children under 13. We may update this policy and will identify the effective date. Privacy requests should be submitted through the Contact page until the final privacy email and business address are published.