Your information.
A clear purpose.
We store your signed-in account identifier, account email, name, state, coverage interest, support preference and versioned communication choices to manage your information request. If you use a verified agent referral link, we also store its referring-agent code with your request. It is not automatically shared with the referring agent. Operational records store request references and actions. No medical, payment, Social Security or financial account information is requested.
Your private account
Your account data is accessible only through your signed-in identity. Authorized Eagle Legacy administrators can review submitted requests and record information-review status. Signing in and account recovery are handled by the managed ChatGPT sign-in provider; we do not store your password.
Communication choices
Request-related email and optional marketing email are separate choices. Neither is required to submit a request. You can withdraw consent or select do-not-contact in your account. No automated-call or SMS permission is requested. No outbound delivery system is connected.
Separate from the agent platform
This client service has its own database. Your submission is not automatically sent to a carrier or synchronized into the agent platform. If you request agent help and explicitly authorize Leadflow Direct routing, your contact email, name, state, coverage interest and referring-agent code are sent to Eagle Legacy’s internal Leadflow Direct inquiry inbox. Outside-agent sharing and resale are not authorized. Withdrawing this permission, switching to self-service, closing your request or selecting do-not-contact sends a suppression update; failed updates remain queued for retry. No automatic messages are sent. There are no live quotes, applications, underwriting or checkout connections, and no third-party advertising tracker.
Your data rights and requests
Download your request or close it from your account. For correction, export or deletion review, email eaglelegacyofwealthbuildersllc@gmail.com. Closure stops contact; it does not erase records or cancel an insurance policy. Retention, backup and deletion operations require ongoing administrative oversight.