Privacy Policy

Draft: pending the confirmed legal entity name and attorney review.

Our Commitment

West Penn Legacy Group ("we", "us") respects your privacy. This policy describes what personal information we collect, why we collect it, and how it is protected.

What We Collect

When you contact us or request a consultation we may collect your name, phone number, email address, and details about your current coverage that you choose to share. We collect only what is needed to advise you.

How We Use It

Your information is used to answer your questions, compare plans on your behalf, and service your policies. We never sell your personal information. Insurance applications are shared with carriers only at your direction, as part of an enrollment you have approved.

Storage & Retention

Records are kept securely and retained only as long as required to service your coverage and to meet insurance record-keeping regulations.

Your Choices

You may ask at any time what information we hold about you, request a correction, or ask us to delete records we are not legally required to keep. Call (800) 366.8011 or email julian@westpennlegacy.com.