Privacy Policy

Last updated: May 1, 2025

Legacy Assist™ values your privacy and is committed to protecting the personal information of all users.

1. Information We Collect

When you use Legacy Assist, we may collect:

• Contact information (name, phone number, email)

• Policy-related details

• Relationship to the policyowner

• Details necessary for funeral planning coordination

This information may be collected directly or shared by SBLI, the policyowner, or their family.

2. How We Use Your Information

We use the information to:

• Provide funeral planning and coordination services

• Communicate with users regarding service options and logistics

• Refer you to appropriate Service Partners (LegacyShield, Titan Concierge)

3. Sharing of Information

We only share personal information with:

• Our Service Partners for the purpose of delivering Legacy Assist services

• SBLI, when necessary for verifying eligibility or program coordination

We do not sell or rent personal information to third parties.

4. Data Security

We implement industry-standard measures to protect your data. While no system is entirely secure, we work to ensure the confidentiality of your information.

5. Your Rights

You may request to access, correct, or delete your personal data at any time by contacting us. Note that certain requests may affect your ability to use the program.

6. Third-Party Links

Our services may link to websites operated by our Service Partners. Their privacy policies apply when you engage directly with their platforms.

7. Changes to This Policy

We may update this Privacy Policy occasionally. You will be notified of significant changes, and your continued use of the service constitutes your agreement to the revised policy.