Privacy Policy | Legacy Marketing E 2

Effective Date: July 18, 2026

Legacy Marketing Experts LLC ("Legacy," "Company," "we," "our," or "us") respects the privacy and confidentiality of our business clients, prospective partners, vendors, contractors, and the consumer information processed in connection with our services.

Legacy operates as a B2B lead-generation, client-acquisition, and enrollment-support company serving financial fulfillment partners and other qualified service providers.

This Privacy Policy explains how we collect, use, maintain, and disclose information in connection with our B2B operations and the lead-generation and enrollment services we provide to our partners.

OUR B2B PARTNERSHIP MODEL

Legacy Marketing Experts specializes in helping financial fulfillment companies acquire new prospective clients.

Our partners engage Legacy to support functions such as:

Digital and social-media lead generation
Inbound consumer inquiries
Inbound call generation
Live call transfers
Consumer qualification
Client intake
Enrollment support
Campaign management
Client-acquisition services

Our role is client acquisition and enrollment support. Our partners provide the underlying financial fulfillment services.

INFORMATION WE COLLECT FROM BUSINESS PARTNERS

When your organization communicates or establishes a business relationship with Legacy, we may collect:

Company and contact information
Business addresses and telephone numbers
Business email addresses
Contact names and job titles
Company websites
Target markets and geographic requirements
Lead qualification criteria
Campaign volume and capacity
Enrollment requirements and procedures
Approved scripts and campaign instructions
Partnership and contractual information
Billing and payment information
Communications with your organization

We use this information to establish, operate, manage, and support our B2B relationship.

CONSUMER INFORMATION

As part of providing lead-generation and enrollment services to our B2B partners, Legacy may collect information from consumers who respond to marketing campaigns, request information, make an inquiry, or otherwise express interest in services offered by one of our participating fulfillment partners.

Depending upon the campaign and services being requested, this information may include:

Name
Telephone number
Email address
State or geographic location
Information provided through online forms
Information provided during telephone conversations
General financial and debt-related information relevant to qualification
Information necessary to determine whether the consumer meets a partner's established qualification criteria
Information necessary to complete intake or enrollment procedures
Communications, consent records, and other information reasonably necessary to document the consumer's inquiry or enrollment

PURPOSE OF CONSUMER INFORMATION

Legacy Marketing Experts collects and processes consumer information for lead-generation and enrollment purposes only.

Consumer information may be used to:

Respond to a consumer's request for information.
Determine whether an inquiry meets a participating partner's established qualification criteria.
Conduct initial qualification and intake.
Connect qualified consumers with an appropriate financial fulfillment partner.
Facilitate live call transfers.
Provide enrollment support when contracted by a partner to do so.
Complete agreed-upon intake and enrollment procedures.
Transfer relevant lead or enrollment information to the participating partner responsible for fulfillment.
Maintain records reasonably necessary to document lead generation, consent, qualification, transfer, and enrollment activity.
Meet applicable legal, compliance, fraud-prevention, and recordkeeping requirements associated with those activities.

Legacy does not collect consumer information for the purpose of independently providing financial fulfillment services.

SHARING CONSUMER INFORMATION WITH OUR PARTNERS

Consumer information generated through a Legacy campaign may be provided to the participating financial fulfillment partner for which the lead-generation, qualification, or enrollment services are being performed.

The information provided will be limited to information reasonably relevant to the applicable lead, qualification, intake, transfer, or enrollment process.

Once information is provided to a fulfillment partner, that partner is responsible for its subsequent use of the information, its own privacy practices, fulfillment activities, required consumer disclosures, and compliance with applicable laws and regulations.

Legacy may also use service providers and technology platforms reasonably necessary to operate our lead-generation and enrollment infrastructure, subject to applicable contractual and legal requirements.

HOW WE USE BUSINESS INFORMATION

Information obtained from our B2B partners may be used to:

Establish and manage business relationships.
Develop customized lead-generation campaigns.
Configure qualification criteria.
Establish enrollment procedures.
Coordinate lead delivery and live transfers.
Manage campaign capacity.
Track campaign performance.
Provide reporting and account support.
Process B2B billing and payments.
Maintain contracts and business records.
Communicate regarding operational and compliance matters.

CONFIDENTIALITY & DATA SECURITY

Legacy recognizes that both partner information and consumer lead information may contain confidential or sensitive information.

We maintain reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, use, disclosure, alteration, or destruction.

No electronic system can be guaranteed to be completely secure. Legacy nevertheless uses commercially reasonable safeguards appropriate to the information being processed.

COOKIES & WEBSITE TECHNOLOGIES

Our website may use cookies, analytics tools, pixels, and similar technologies to operate the website, understand traffic, measure advertising and campaign performance, identify referral sources, and improve our B2B marketing operations.

DATA RETENTION

Legacy retains business and consumer information only for as long as reasonably necessary for the purposes for which it was collected, including lead generation, qualification, enrollment, campaign administration, contractual obligations, recordkeeping, dispute resolution, fraud prevention, and applicable legal or compliance requirements.

Information may subsequently be deleted, anonymized, or retained where permitted or required by applicable law.

THIRD-PARTY SERVICES

Legacy may use third-party CRM, telecommunications, hosting, marketing, analytics, security, and other technology providers to support our operations.

Information provided to these service providers is limited to what is reasonably necessary for them to perform their respective functions, subject to applicable contractual and legal requirements.

CHANGES TO THIS PRIVACY POLICY

Legacy Marketing Experts may update this Privacy Policy periodically to reflect changes in our services, business practices, technology, or applicable requirements.

Updates will be posted on this page with a revised effective date.

CONTACT LEGACY MARKETING EXPERTS

For questions regarding this Privacy Policy, our information practices, or B2B partnership opportunities, contact:

Legacy Marketing Experts LLC

Email: info@lmarketingexperts.com

Phone: 888-981-0103

Website: www.lmarketingexperts.com

B2B SERVICE NOTICE

Legacy Marketing Experts LLC is a B2B lead-generation, client-acquisition, and enrollment-support company.

Legacy collects consumer information for lead-generation and enrollment purposes only and uses that information to identify, qualify, connect, and, where applicable, assist with the enrollment of prospective consumers for participating financial fulfillment partners.

Legacy does not independently provide the underlying financial fulfillment services represented by its partners.

Our financial fulfillment partners are responsible for their programs and services, final eligibility or approval decisions, required disclosures, regulatory obligations, fulfillment, and ongoing client servicing.

WE HELP BUILD THE PIPELINE.

YOU PROVIDE THE FULFILLMENT.