Privacy Policy

When you complete our agent application, we collect the information you provide, including:

• Contact details — your name, email address, phone number, and mailing address.
• Licensing and professional information — whether you hold a Health or Life insurance license, your National Producer Number (NPN), certification status, years of experience, and current agency affiliation.
• Application details — how you heard about us, why you're interested, and any documents you upload, such as a release letter.
• Account information — the email and password you use to sign in to the agent portal, plus basic activity such as your onboarding stage.

We use the information you provide for recruiting and onboarding purposes only:

• To review your application and determine whether we're a good fit.
• To contact you by phone, email, or text message about your application, interview scheduling, and next steps.
• To guide you through contracting, certification, and carrier appointments.
• To operate and support your agent portal account.

F&S Legacy Partners does not sell, rent, or trade your personal information. We share it only with people and services that help us evaluate and onboard you — such as our sales directors and team leads, insurance carriers you're being contracted with, and the vendors that host our website, email, and scheduling tools — and only as needed for those purposes or when required by law.

By submitting an application and checking the consent box, you agree that we may contact you by phone, email, or text message about your application. Message and data rates may apply. You can opt out of text messages at any time by replying STOP, or ask us to stop contacting you by emailing the address below.

We keep application and onboarding records for as long as needed to support your relationship with F&S Legacy Partners and to meet our recordkeeping obligations. You may ask us to delete your information, and we'll do so unless we're required to keep it.

We use reasonable administrative and technical safeguards to protect the information in our systems, including access controls that limit recruit records to the administrators and leaders assigned to you. No method of transmission or storage is completely secure.

You may request a copy of the information we hold about you, ask us to correct it, or ask us to delete it. To make a request, or to ask a question about this policy, contact us using the details on our contact page.

We may update this policy as our practices change. When we do, we'll revise the date at the top of this page.