Privacy Policy

Veritas Legacy Partners respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website or submit your information through our forms.

Information We Collect

We collect personal information that you voluntarily provide, including your name, email address, phone number, and any additional information submitted through our forms or questionnaires.

This may include sensitive personal information, such as health-related information, lifestyle details, and financial information, which are necessary to evaluate insurance eligibility and coverage options.

We may also collect non-personal information such as IP address, browser type, and usage data through cookies and tracking technologies.

How We Use Your Information

We use the information we collect solely for legitimate business purposes, including:

Evaluating eligibility for insurance products

Providing customized coverage options and pricing

Scheduling and conducting consultations

Submitting applications to insurance carriers on your behalf

Improving our services and website

Complying with legal and regulatory requirements

Consent and Authorization

By submitting your information through this website, you expressly consent to the collection and use of your personal and sensitive information for the purpose of evaluating insurance options and facilitating coverage.

Where required, additional authorizations may be obtained before requesting or accessing medical records from third-party providers.

Information Sharing

We do not sell or rent your personal information.

We may share your information, including sensitive data, with:

Licensed insurance carriers

Underwriting partners

Service providers necessary to process applications

This information is shared strictly for the purpose of evaluating, quoting, and issuing insurance coverage.

Data Protection

We take reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, or misuse.

While we take security seriously, no method of transmission over the internet can be guaranteed to be completely secure.

Data Retention

We retain your information only as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, and maintain appropriate business records.

Your Rights

You may request access to, correction of, or deletion of your personal information where applicable by contacting us directly.