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  • Home
  • About
  • Services
    • Business Planning
      • Executive Benefits
      • Key Person Life and Disability Insurance
      • Buy Sell and Business Transfer
      • Estate Equalization
    • Estate Planning
      • Gifting and Trust Strategies
      • Estate Tax Liquidity Planning
      • Wealth Transfer Strategies
      • Charitable Planning
    • Foreign National Insurance Planning
    • Premium Financing
  • FAQs
  • Blog
  • Contact
  • Privacy Policy

Privacy Policy

This privacy notice for Gateway Legacy LLC, operating as Gateway Legacy Insurance Services (“we,” “us,” or “our”), outlines the methods and purposes for which we may collect, store, use, and share (“process”) your information when you utilize our services (“Services”). This includes instances such as:

  • Visiting our website at https://gatewaylegacyinsurance.com/ 
  • Interacting with us through various related activities, including sales, marketing, or events

Have questions or concerns? This privacy notice aims to help you understand your privacy rights and options. If you disagree with our policies and practices, please refrain from using our Services. Should you have further questions or concerns, please contact us at Info@GatewayLegacyInsurance.com.

Who do we share your data with

Vendors, Consultants, and Other Third-Party Service Providers. We may disclose your information to third-party vendors, service providers, contractors, or agents (“third parties”) who perform tasks on our behalf and need access to the data to carry out their work. We have agreements with these third parties to help ensure the protection of your personal information. These agreements stipulate that they cannot use your personal information for any purpose other than what we have instructed. They are also prohibited from sharing your personal information with any other organization besides us. Additionally, they are committed to safeguarding the data they manage for us and to retaining it only for the duration specified by us. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Information You Provide to Us: We gather personal information that you willingly share with us when you show interest in learning more about our company, products, and services, when you take part in activities on our services, or when you reach out to us. 

Our Use of Your Information: We handle your personal information for various purposes, based on your interactions with our services, including:

  • To address your inquiries and provide support.
  • To send marketing and promotional materials via email. You can unsubscribe from our marketing emails at any time.

We do not sell any personal information to third parties for business or commercial purposes.

Comments

When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.

An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: https://automattic.com/privacy/. After approval of your comment, your profile picture is visible to the public in the context of your comment.

How long we retain your data: Personal information shall be processed and stored for as long as required by the purpose they have been collected.

If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.

What rights do you have over your data

If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

How to exercise these rights: Any requests to exercise your rights can be directed to us through the contact details or by emailing us at Info@GatewayLegacyInsurance.com. These requests can be exercised free of charge and will be addressed by the Owner as early as possible and always within one month.

Cookies

We may use cookies to collect information when you interact with our services. If you leave a comment on our site you may opt-in to saving your name, email address, and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.

Embedded content from other websites

Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

Last Updated: June 14, 2024

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(818)418-3088

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A boutique insurance brokerage firm

We create custom business planning and wealth preservation solutions.

Our clients include small to mid-size businesses, foreign nationals and high net worth individuals.

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