Privacy Policy

Last Updated: September 2, 2026

1. Introduction

AW Life & Legacy (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect your information when you use our website and services, including SMS communications, email communications, appointment reminders, and website tracking tools.

By using our services or opting into our communications, you acknowledge this Privacy Policy and our Terms and Conditions.

2. Information We Collect

Contact Information

We may collect your name, email address, phone number, mailing address, and other information you voluntarily provide when you submit forms, book appointments, request insurance information, request a quote, or otherwise contact us.

Communications Data

If you opt in to receive communications, we may collect your messaging preferences and maintain records of consent, communications, and opt-out activity related to SMS and email communications.

Usage and Device Information

We may use cookies, pixels, analytics tools, and similar technologies to understand how visitors interact with our website. This information may include your IP address, browser type, device information, pages visited, and interaction data.

Appointment and Service Data

If you schedule an appointment, request information, or use our services, we may collect information related to those interactions.

3. How We Use Your Information

We may use your information to:

Respond to inquiries and provide requested services

Provide customer support

Process requests for insurance information or quotes

Schedule appointments and send appointment confirmations or reminders

Send SMS and email communications you have consented to receive

Improve our website, services, and marketing performance

Maintain records of consent and opt-out requests

Protect our business and users from fraud, misuse, or security threats

Comply with applicable legal and regulatory requirements

4. Cookies and Tracking Technologies

We may use cookies and similar technologies to improve your experience and understand how our website is used.

You can control or disable cookies through your browser settings. Some website features may not function properly if cookies are disabled.

5. How We Share Your Information

AW Life & Legacy does not sell your personal information.

We do not share mobile phone numbers, SMS opt-in data, or SMS consent information with third parties or affiliates for their marketing or promotional purposes.

We may share information only in limited circumstances, including:

Service Providers

We may provide information to trusted vendors that assist us with services such as SMS and email delivery, customer relationship management, appointment scheduling, website hosting, customer support, and analytics.

These providers are permitted to use information only as necessary to provide services on our behalf.

Legal and Safety Requirements

We may disclose information when required by law or when reasonably necessary to protect the rights, property, safety, or security of AW Life & Legacy, our clients, or others.

Business Transfers

If AW Life & Legacy is involved in a merger, acquisition, reorganization, or sale of assets, information may be transferred as part of that transaction. Any successor will be expected to handle personal information in accordance with applicable privacy requirements.

SMS Data and Consent

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors providing support services, such as customer service or messaging infrastructure, is permitted as necessary to provide those services.

Text messaging originator opt-in data and consent will not be shared with third parties for their own marketing or promotional purposes.

6. Your Choices

SMS Opt-Out

You may opt out of SMS communications at any time by replying STOP to a message from us. After submitting an opt-out request, you may receive a confirmation message. You will no longer receive SMS messages unless you subsequently opt in again.

Email Opt-Out

You may unsubscribe from marketing emails by using the unsubscribe link included in applicable emails.

Access, Correction, and Deletion

You may contact us to request access to, correction of, or deletion of personal information we maintain about you, subject to applicable laws and record-retention requirements.

7. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information.

However, no electronic transmission or storage system can be guaranteed to be completely secure.

8. Children’s Privacy

Our website and services are not directed to children under the age of 13, and we do not knowingly collect personal information from children under 13.

9. Updates to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page along with an updated “Last Updated” date.

10. Contact Us

If you have questions regarding this Privacy Policy or how your information is handled, please contact:

AW Life & Legacy
Alexis Williams
Orange, MA
Phone: 413-422-6160
Email: [email protected]