LAST UPDATED: AUGUST 10, 2026
Data Privacy &
Security
This document outlines our data protection standards and your rights regarding personal information. Johnson Legacy Group is committed to maintaining the highest level of security and transparency.
PRIVACY FRAMEWORK
Our Core Policy
This framework defines our rigorous approach to data privacy, outlining the specific mechanisms through which we collect, utilize, and protect your institutional information.
What We Collect
We collect personal identification data, financial profiles, and usage metrics to provide our services. This includes information you provide directly during onboarding and data gathered automatically through your interactions with our secure platforms.
How We Use Your Data
Your data is utilized strictly for service delivery, compliance verification, and platform enhancement. We maintain a firm policy against monetizing your personal information or selling it to third parties under any circumstances.
Legal Basis
Our processing operations rely on your explicit consent, contractual necessity, and our legitimate interest in maintaining secure and efficient financial infrastructure in strict accordance with global compliance standards.
SMS Opt-In:
By providing your phone number and opting in to receive text messages, you agree to receive SMS messages from us related to appointments, updates, reminders, and other relevant communications. Message frequency may vary. Message and data rates may apply. You can opt out at any time by replying STOP. For help, reply HELP. Your consent to receive SMS messages is not a condition of purchasing any products or services.
Sharing
We share information solely with verified third-party vendors essential to our operations, regulatory bodies when required by law, and affiliate institutions under rigorous confidentiality and data protection agreements.
Retention
Data is retained only as long as strictly necessary to fulfill the purposes outlined in this policy or as mandated by financial compliance regulations. Upon expiration of these periods, records are permanently and securely deleted.
Rights
You maintain the fundamental right to access, rectify, or request deletion of your personal data. You may also object to specific processing activities or request data portability in a structured, machine-readable format.
Security
We implement enterprise-grade encryption protocols, strict role-based access controls, and continuous monitoring to safeguard your information against unauthorized access, alteration, disclosure, or destruction.
SMS & Text Message Policy
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.
VERIFIED SECURITY
Verified Compliance
NO SURPRISES
Common Questions
We believe your data is yours. We never sell your personal information, and we ensure our partners treat your privacy with the same strict respect we do.
Do you sell my personal data to third parties?
No. We never sell your personal information to anyone. We only share data with trusted partners when it is strictly necessary to provide our services to you.
Who exactly has access to my information?
Only authorized Johnson Legacy Group personnel and strictly vetted third-party service providers that help us deliver our services. Everyone is bound by strict confidentiality obligations.
Can I ask you to delete my data?
Absolutely. You have the right to request the deletion of your personal data at any time. We will erase it from our active systems, keeping only what is legally required for compliance.
How long do you keep my information?
We retain your information only as long as needed for the purposes described in this policy and as required by applicable laws. When it is no longer needed, we securely delete or de-identify it.
Johnson Legacy Group is a licensed insurance agency. The information provided on this website does not constitute financial or legal advice. All policies, terms, and conditions are subject to change without prior notice. Please review our full terms of service for additional details regarding our practices.
© 2026 Johnson Legacy Group. All rights reserved.