Legal

Privacy Policy

Last updated: September 2026

Santel Legacy Group ("we," "us," "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard the information you provide through our website, forms, phone calls, and any other communication with our agency.

Information We Collect

When you submit a form on our site, call our office, or otherwise engage with us, we may collect the following information:

• Your name, phone number, email address, and mailing address
• Information about your family size, household income, and coverage needs
• Date of birth, gender, and health-related information required to prepare quotes
• Any other information you voluntarily provide in connection with obtaining an insurance quote or policy

How We Use Your Information

We use the information you provide solely to:

• Respond to your inquiry and prepare insurance quotes
• Communicate with you regarding health and life insurance products and services
• Submit applications to licensed insurance carriers on your behalf
• Provide ongoing service, renewals, and policy support
• Comply with legal, regulatory, or licensing obligations

Consent to Contact

By submitting a form on this website or otherwise providing your contact information to Santel Legacy Group, you consent to be contacted by phone, text message (SMS), or email at the contact details you provide. This may include contact made through automated dialing systems, prerecorded messages, or artificial voice technology.

Consent is not a condition of purchase. Message and data rates may apply. You may opt out of text messages at any time by replying "STOP" to any text message you receive from us. You may opt out of email communications by clicking the unsubscribe link in any email or by contacting us directly.

Information Sharing

We do not sell, rent, or trade your personal information to third parties for their marketing purposes. Your information may be shared only in the following limited circumstances:

• With licensed insurance carriers, underwriters, and general agencies as necessary to prepare quotes, submit applications, and service policies
• With service providers who assist us in operating our business (e.g., CRM providers, email platforms), who are contractually required to protect your information
• When required by law, subpoena, court order, or regulatory authority
• To protect the rights, property, or safety of Santel Legacy Group, our clients, or others

Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect the personal information you provide against unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or method of electronic storage is 100% secure, and we cannot guarantee absolute security.

Cookies & Website Analytics

This website may use cookies and similar technologies to improve your browsing experience and understand how visitors interact with our content. You can control cookies through your browser settings. Disabling cookies may affect some features of the site.

Third-Party Links

Our website may contain links to third-party websites, including insurance carrier portals and Healthcare.gov. We are not responsible for the privacy practices or content of those websites. We encourage you to review the privacy policy of any third-party site you visit.

Your Rights

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 information, subject to legal and regulatory retention requirements
• Opt out of marketing communications at any time
• Withdraw your consent to be contacted (note: this may affect our ability to service existing policies)

To exercise any of these rights, please contact Isaiah Santel using the information below.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that a child under 18 has provided us with personal information, we will take steps to delete such information.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Last updated" date. Your continued use of our website or services after any change constitutes your acceptance of the revised policy.

Contact Us

If you have questions or concerns about this Privacy Policy or how we handle your personal information, please contact:

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