Consumer Privacy Notice

This Consumer Privacy Notice supplements our Privacy Policy and describes the personal data that Legacy, Wealth, and Estate Planning LLC, doing business as American Senior Benefits ("we," "us," or "our"), collects about consumers, how we use and share that data, and the rights available to you under the Texas Data Privacy and Security Act (TDPSA) and other applicable state privacy laws.

Categories of Personal Data We Collect

Depending on how you interact with us, we may collect the following categories of personal data:

• Identifiers — name, postal address, email address, telephone number, and similar identifiers.
• Demographic information — date of birth, age, and ZIP code.
• Insurance and eligibility information — Medicare status and general information about your coverage needs that you choose to share.
• Sensitive data — health-related information you voluntarily provide so we can assist you with health or Medicare coverage. We process sensitive data only with your consent and only as necessary to provide the services you request.
• Internet and device activity — IP address, browser type, and information about how you use our website, collected through cookies and similar technologies.

How We Use Your Personal Data

We use personal data to:

• Provide the insurance quotes, products, and services you request;
• Communicate with you and respond to your inquiries;
• Operate, secure, and improve our website;
• Maintain records and comply with legal and regulatory obligations.

How We Share Your Personal Data

We may share personal data with insurance carriers and underwriters to service your requests, with service providers (processors) acting on our behalf, and with authorities where required by law. We do not sell your personal data, and we do not process personal data for targeted advertising or for profiling in furtherance of decisions that produce legal or similarly significant effects.

Your Privacy Rights

Subject to applicable law and certain exceptions, you have the right to:

• Confirm and access — confirm whether we are processing your personal data and access that data;
• Correct — correct inaccuracies in your personal data;
• Delete — request deletion of personal data we hold about you;
• Obtain a copy — obtain a portable copy of personal data you previously provided;
• Opt out — opt out of the sale of personal data, targeted advertising, and certain profiling (note: we do not engage in these activities).

How to Exercise Your Rights

Right to Appeal

If we decline to take action on your request, you may appeal our decision by contacting us at the information above within a reasonable period. We will respond to your appeal in writing and explain the reasons for our decision. If your appeal is denied, you may contact the Texas Attorney General to submit a complaint at www.texasattorneygeneral.gov.

Authorized Agents

You may use an authorized agent to submit a request on your behalf. We may require the agent to provide proof of authorization and may require you to verify your own identity directly with us.