Privacy Policy

Effective Date: 1/1/2024

Welcome to McNeil X Fund / Legacy Wealth ("Legacy Wealth", "we", "us", "our"). Protecting your privacy is of paramount importance to us. This Privacy Policy outlines how we collect, use, protect, and disclose personal information obtained through your interactions with us, including but not limited to the use of our website, services, and products.

1. Information Collection

We collect information that you provide directly to us, which may include:

Personal identification information: Name, date of birth, gender, marital status, and Social Security number.

Contact information: Address, email, and phone number.

Financial information: Income, employment details, and financial history.

Health information: Medical history, current health status, and lifestyle information relevant to your insurance policy.

We may also collect information automatically when you use our website, such as:

Usage details: IP address, browser type, operating system, and usage patterns.

Cookies and similar technologies: To enhance your online experience and track website analytics.

2. Use of Information

Your information is used for purposes including but not limited to:

Evaluating your application for insurance products.

Managing and administering your policy.

Processing claims.

Improving our services and website.

Legal and regulatory compliance.

Communicating with you about your policy or other services.

3. Information Sharing and Disclosure

Legacy Wealth may share your information with:

Affiliates and subsidiaries for operational purposes.

Third-party service providers assisting in administering our services.

Regulatory and legal bodies as required by law.

In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

We do not sell, rent, or trade your personal information with third parties for their promotional purposes.

4. Data Security

We implement robust security measures to protect your information from unauthorized access, alteration, disclosure, or destruction. These measures include computer safeguards and secured files and buildings.

5. Your Rights and Choices

You have certain rights regarding the personal information we hold about you, including:

The right to access and receive a copy of your personal information.

The right to request corrections or updates to your information.

The right to opt-out of certain uses and disclosures of your information.

6. Changes to This Privacy Policy

Legacy Wealth reserves the right to modify this Privacy Policy at any time. Any changes will be effective immediately upon posting to our website. We encourage you to periodically review this page for the latest information on our privacy practices.

7. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

Email: support@lgcywealth.com

Phone: 561-621-4407

Your use of our services constitutes your acceptance of this Privacy Policy and your consent to the practices it describes.

Disclaimer: This Privacy Policy is a template and should be tailored to reflect the specific practices and legal requirements of Legacy Wealth Life Insurance. It is recommended to consult with legal professionals to ensure compliance with all applicable privacy laws and regulations.