PRIVACY POLICY

Privacy Policy
Lasting Legacy Solutions LLC
Effective Date: February 13, 2026
Lasting Legacy Solutions LLC (“we,” “our,” or “us”) 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 communicate with us.
1. Information We Collect
We may collect the following types of information:
Personal Information
Name
Phone number
Email address
Any information submitted through forms or appointment scheduling
Automatically Collected Information
IP address
Browser type
Device information
Website usage data
2. How We Use Your Information
We use your information to:
Respond to inquiries and provide customer support
Schedule and confirm appointments
Send service-related communications
Improve our services and website experience
Send SMS messages (with your consent)
3. SMS Communication & Consent
By providing your mobile phone number and opting in through our website forms or scheduling tools, you consent to receive text messages from Lasting Legacy Solutions LLC related to the services you have requested.
These messages may include:
Appointment confirmations and reminders
Responses to inquiries
Service-related updates
Customer support communications
Policy information
Insurance and retirement education
Requested quotes
Occasional promotional offers
Message frequency varies. Message and data rates may apply. Reply HELP for help. Reply STOP to unsubscribe.
Message frequency varies depending on your interaction with us.
Frequency:
Message frequency varies depending on your interaction with us.
Rates:
Message and data rates may apply.
Opt-Out:
Reply STOP at any time to unsubscribe from future text messages.
Help:
Reply HELP for assistance or contact us directly at:
Phone: (414) 420-1855
Business Email: [email protected]
4. SMS Data Non-Sharing Clause (MANDATORY FOR A2P)
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
5. Data Security
We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction.
6. Data Retention
We retain your information only as long as necessary to fulfill the purposes outlined in this policy or as required by law.
7. Your Rights
You have the right to:
Access your personal data
Request correction or deletion
Withdraw consent at any time
To exercise these rights, please contact us using the details below.
8. Third-Party Services
We may use third-party tools (such as CRM systems, scheduling platforms, and communication providers) to operate our business. These providers are obligated to protect your information.
9. Contact Information
If you have any questions about this Privacy Policy, please contact us:
Lasting Legacy Solutions LLC
📍 6969 N Port Washington Rd Ste 150B, Glendale WI 53217
📧 [email protected]
📞 (414) 420-1855
10. Updates to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.