Last updated 27 August 2026

Privacy Policy

This policy explains what Summit Legacy Life does with the information you give us on this website. It applies to summitlegacy.life and to any landing page we operate under that domain.

What we collect

When you submit the quote request form we collect the name, phone number, ZIP code, state and — if you choose to give it — the email address you enter, along with the answers you select about age, coverage type, coverage amount, tobacco use and the best time to reach you. Our hosting provider also records standard technical information such as your IP address and browser type.

Why we collect it

We use it for one purpose: to contact you about life and final expense insurance and, if you decide to move forward, to submit an application to an insurance carrier on your behalf. We do not use it for anything else.

Who we share it with

We do not sell your information. It is never shared with other agents, agencies, marketing companies or lead buyers. We share it only with:

• the insurance carrier you choose to apply to, and only once you have decided to apply;
• service providers who operate this site and our agency systems on our behalf — our website host, our lead and CRM software, and our phone and email providers;
• anyone we are required to disclose to by law or by an insurance regulator.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Your phone number and your SMS opt-in consent are used only so that Summit Legacy Lifecan reply to your request. All the categories above exclude text-messaging originator opt-in data and consent; this information will not be shared with any third party.

Advertising and analytics

We advertise on Facebook and Instagram. Those pages may load the Meta pixel, which reports back to Meta that a visit or a form submission happened so we can measure whether an ad is working. You can limit that tracking in your Meta account settings and through your browser's cookie controls.

Calls and text messages

By submitting the form you consent to be contacted at the number you provided, including by autodialed or prerecorded calls and by text message. Consent is not a condition of purchase. Message frequency varies. Message and data rates may apply. Reply STOP to any text to opt out and HELP for help, or tell us on a call and we will remove you from our list immediately. Full details are in our SMS terms.

How long we keep it

Quote requests are retained for as long as we may reasonably need them for servicing and for the record-keeping periods insurance regulators require of a licensed producer. You can ask us to delete your information at any time and we will, except where a regulator requires us to keep a record.

Your choices

Call (724) 670-3154 to see what we hold about you, correct it, delete it, or stop hearing from us. We do not charge for any of that.

Children

This site is not directed to children and we do not knowingly collect information from anyone under 18.

Changes

If this policy changes we will post the new version here with a new date at the top.

Contact

Summit Legacy Life · Greensburg, Pennsylvania
(724) 670-3154