Privacy Policy

This Privacy Policy explains how GLP Legacy handles information in connection with this Benefits Optimization website and inquiries made to us. The site offers educational and advisory information about benefits optimization, payroll efficiency, employee protection strategies, and related business solutions.

GLP Legacy is not an insurance carrier, law firm, accounting firm, tax advisor, or benefits-plan fiduciary. This policy concerns this website and related inquiry communications; separate services may have additional notices or agreements.

When you contact us, we may receive information you choose to provide, including your name, company, work email, mobile phone, employee count or employee-count range, current benefits-broker status, benefit concerns, preferred contact method, consent choices, and other form responses or communications.

If collected by our hosting, security, or enabled analytics tools, basic technical and usage information may include browser type, device information, IP address, pages visited, approximate visit times, referring pages, and diagnostic or access logs. We do not claim that every category is currently collected.

The current preview booking form operates only in your browser. It validates the fields and displays a preview confirmation, but it does not transmit submissions to GLP Legacy or save them in a submission database. Completing that form does not send a review request or reserve an appointment. To reach us now, use the phone or email below.

When submission features or integrations are enabled, information you submit may be received by GLP Legacy and processed by the service providers we use to operate the site and support forms, a CRM, scheduling, or communications. This describes possible future processing, not integrations that are currently connected. We will update this policy as needed when the form's behavior changes.

Information we receive may be used to respond to inquiries, schedule and prepare Benefits Optimization Reviews, understand your company's stated priorities, provide requested information, and follow up through an appropriate contact method. Where applicable, we may send marketing communications consistent with your choices and applicable law.

We may also use information to improve the website, maintain its operation and security, troubleshoot problems, prevent misuse, keep reasonable business records, and comply with legal obligations.

The site may use essential cookies or similar technologies when needed for functionality, security, or preferences. Analytics technologies may be used if enabled to understand visits and improve the site. No specific analytics vendor or active analytics integration is represented by this policy.

You can manage cookies through your browser settings. Disabling essential technologies may affect some site functions. Where applicable law requires consent or additional choices for nonessential technologies, those choices should be provided when those technologies are enabled.

As applicable to features actually in use, we may share information with service providers supporting hosting, forms or CRM tools, calendar scheduling, email, phone or text communications, analytics, and security. Providers should receive information needed for their services and handle it under applicable agreements and their relevant privacy practices. This list does not mean all of these services are currently enabled.

We may disclose information when reasonably necessary to comply with law, respond to lawful requests, protect rights or safety, or investigate misuse. We do not sell personal information.

This website is not intended to collect sensitive health information. Do not submit medical diagnoses, medical records, Social Security numbers, financial account numbers, passwords, individual employee health details, or other highly sensitive data through general forms or routine inquiry messages. Please describe business concerns at a general level without identifying an employee's private circumstances.

If a later service requires sensitive information, an appropriate process and any required notices or agreements should be established separately before it is shared.

Information we receive is retained for as long as reasonably needed for the purpose it was collected, legitimate operational needs, and applicable legal or recordkeeping obligations. Retention may vary by information type and service provider; backup copies may remain for a limited period after removal from active systems.

We use reasonable safeguards appropriate to the information and systems in use. No website, transmission method, or storage system is completely secure, and we cannot guarantee absolute security.

You may contact GLP Legacy to request access to, correction of, or deletion of personal information we hold about you. We may need to verify your identity before responding. Requests are subject to applicable law and reasonable legal, security, and operational limits; some records may need to be retained.

Where applicable, you may unsubscribe from marketing emails using the instructions provided or contact us to opt out of marketing communications. An opt-out does not necessarily prevent necessary responses to your inquiry or other nonmarketing communications. State privacy rights may vary depending on your location and the law's applicability; contact us with requests or questions about those rights.

This website is intended for adult business decision-makers, not children under 13. We do not knowingly collect personal information from children under 13. If you believe a child has provided information to us, contact us so we can review and address it.

Links to third-party websites or services may be provided for convenience. Their privacy practices are governed by their own notices, not this policy. Review those notices before providing information to a third party.

We may update this policy as the website, services, or applicable requirements change. The revised policy will be posted here with an updated effective date. Additional notice will be provided when required by applicable law.