Terms of Service


Legacy Insurance and Financial Services Terms of Service

Address: 6671 S. Redwood Rd, Suite 200, West Jordan, UT 84084

Phone: 1-888-701-9951

Email: [email protected]

Please read these Terms of Service (“Terms”) carefully before using the resources provided by Legacy Insurance and Financial Services (the “Company”), applying to become an insurance agent for the Company, or otherwise seeking affiliation with the Company.

IMPORTANT—THESE TERMS CONTAIN AN ARBITRATION AGREEMENT, JURY AND CLASS ACTION WAIVERS, LIMITATIONS OF LIABILITY, AND OTHER PROVISIONS THAT AFFECT YOUR LEGAL RIGHTS.

Use of Resources: Your use of the Company’s website, customer relationship management software, agent portal, leads, and any commissions or compensation received from insurance carriers affiliated with the Company (collectively, “Resources”) is conditioned upon your acknowledgment, agreement, and compliance with these Terms. These Terms apply to all insurance agents that sell or market products in affiliation with the Company or via the use of any Resources. By using the Company’s Resources, you consent to be bound by these Terms. If you do not agree with any part of the Terms, you must immediately notify the Company and discontinue your relationship with the Company. All Resources are provided “as is” without warranty of any kind, express or implied.

Outbound Communications and Compliance with Law In connection with your activities related to marketing and sale of insurance products involving the Company. Do not sell leads obtained from or through the Company unless explicitly authorized. Avoid using auto dialers, spam texts, prerecorded messages, artificial voice calls, or engaging in prohibited telemarketing practices. Obtain proper consent before contacting leads, and adhere to DNC registry laws and regulations. Comply with federal and state laws including TCPA, TSR, CAN-SPAM Act, HIPAA, CCPA, and Medicare guidelines as applicable.

Communication with Agents. As an agent, you authorize the Company to contact you regarding the sale of insurance products using phone, email, text, voicemail, or other methods. You may opt out of communications by notifying the Company of your preferences.

Independent Contractors Unless specified as employee agents, all agents are independent contractors and not employees of the Company. Agents determine their work methods and are not considered partners, joint venturers, nor agents of the Company.

Trademarks The Company’s trademarks, including its name, logo, and related designs, are proprietary to the Company or its affiliates or licensors. Use of these trademarks requires prior written permission from the Company.

Indemnification: You agree to defend, indemnify, and hold the Company and its affiliates harmless from any claims, liabilities, costs, or damages arising from your violation of these Terms or misuse of Resources.

Limitation on Liability To the extent permitted by law, the Company shall not be liable for any indirect damages arising from these Terms or use of Resources. Liability is limited to the greater of $1,000 or amounts paid by you to the Company for access to and use of the Resources.

Agreement to Arbitrate Any disputes arising under these Terms or from use of Resources will be resolved through binding arbitration in Dallas, Texas, excluding trial by jury and barring participation in class actions. The arbitration process shall be governed by AAA rules.

Waiver and Severability Any waiver of these Terms must be in writing and signed by the Company. Unenforceable provisions will be modified to reflect the parties’ intention while remaining provisions remain effective.

Changes to Terms Legacy Insurance and Financial Services reserves the right to modify these Terms at any time. Changes will be communicated through the Company’s website or by direct communication. Continued use of Resources after changes take effect - Recruiting statutes agreement to the revised Terms.

Contact Information

For queries regarding these Terms or for more information, please contact:

Phone: 1-888-701-9951

Email: [email protected]

Address: 6671 S. Redwood Rd, Suite 200, West Jordan, UT 84084

By engaging with the Company’s - Recruiting Site resources, you acknowledge and agree to these Terms.

Legacy Insurance & Financial Services, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency. Advisory services are offered by Simple Financial, LLC an Investment Advisor in the State of Utah. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. Specific to Medicare Advantage Plans and Medicare Part D Plans, we do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. Opinions expressed herein are solely those of Legacy Insurance & Financial Services, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell insurance or advisory services to any residents of any state other than where legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. By submitting any information on or through this site using a ‘submit’ button you agree by electronic signature to be contacted by a representative of Legacy Insurance & Financial Services, LLC by automated, prerecorded or manual SMS, text, email, or phone for the purpose of seeing to your request. The inclusion of any link is not an endorsement of any products or services by Legacy Insurance & Financial Services, LLC, or any of its associates. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Legacy Insurance & Financial Services, LLC, nor any agency, officer, or employee of Legacy Insurance & Financial Services, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

Site managed by Full Flex Marketing.

Legacy Insurance & Financial Services, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency. Advisory services are offered by Simple Financial, LLC an Investment Advisor in the State of Utah. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. Specific to Medicare Advantage Plans and Medicare Part D Plans, we do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. Opinions expressed herein are solely those of Legacy Insurance & Financial Services, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell insurance or advisory services to any residents of any state other than where legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. By submitting any information on or through this site using a ‘submit’ button you agree by electronic signature to be contacted by a representative of Legacy Insurance & Financial Services, LLC by automated, prerecorded or manual SMS, text, email, or phone for the purpose of seeing to your request. The inclusion of any link is not an endorsement of any products or services by Legacy Insurance & Financial Services, LLC, or any of its associates. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Legacy Insurance & Financial Services, LLC, nor any agency, officer, or employee of Legacy Insurance & Financial Services, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

Site managed by Full Flex Marketing.