Privacy Policy
Effective Date: July 27, 2026
Legacy By Sara respects your privacy. This Privacy Policy explains what information may be collected when you visit this website, submit a contact form, or schedule an appointment, and how that information may be used.
Information We Collect
We may collect information that you voluntarily provide, including:
Your name
Email address
Telephone number
State of residence
Appointment details
Information included in a contact form or message
Please do not submit Social Security numbers, medical records, financial account numbers, policy numbers, passwords, or other sensitive personal information through the general contact form.
The website and its service providers may also automatically collect limited technical information, such as:
Internet Protocol address
Browser and device type
Pages visited
Date and time of your visit
Referring website
General website usage information
How We Use Information
Information may be used to:
Respond to your questions or messages
Schedule and manage appointments
Determine whether Sara may be able to assist you
Provide requested information about insurance or retirement-related services
Operate, maintain, and improve the website
Protect the website from misuse, fraud, or security threats
Comply with applicable legal, licensing, or regulatory obligations
Submitting information through this website does not guarantee eligibility for insurance coverage or create an insurance contract.
Appointment Scheduling
Appointment scheduling may be provided through Calendly or another third-party scheduling service. Information entered through the scheduling system is also subject to that provider’s privacy practices and terms.
Website Hosting, Analytics, and Cookies
This website is hosted through Squarespace. Squarespace and other service providers may use cookies and similar technologies to operate the website, remember preferences, analyze website traffic, and maintain security.
You may be able to limit cookies through your browser settings. Disabling certain cookies may affect how some parts of the website function.
How Information May Be Shared
Personal information may be shared only as reasonably necessary with:
Website hosting, scheduling, email, analytics, and technology providers
Insurance carriers, agencies, or service providers when requested or authorized by you
Professional advisers or regulatory authorities when legally required
Law enforcement or government agencies when required by law
Legacy By Sara does not sell personal information for money.
Data Security
Reasonable administrative and technical measures are used to protect personal information. However, no website, email system, or online transmission method can be guaranteed to be completely secure.
For that reason, sensitive personal, financial, medical, or policy information should not be submitted through the website’s general contact form.
Third-Party Links
This website may contain links to third-party websites. Legacy By Sara is not responsible for the content, security, or privacy practices of those websites.
Children’s Privacy
This website is intended for adults and is not directed to children under the age of 13. Legacy By Sara does not knowingly collect personal information from children under 13 through this website.
Your Choices
You may contact Sara to:
Ask what personal information you have submitted
Request a correction
Request deletion of information, when legally and operationally permitted
Ask a question about this Privacy Policy
Some information may need to be retained to comply with legal, regulatory, licensing, recordkeeping, or insurance-industry obligations.
Changes to This Policy
This Privacy Policy may be updated periodically. The revised version will be posted on this page with a new effective date.
Contact
Questions about this Privacy Policy may be directed to:
Sara Sanchez
Legacy By Sara
Carlsbad, California
Email: sarasfinancialedge@gmail.com
California Insurance License #4513592