Privacy Policy

WHAT DOES LIFETIME LEGACY SERVICES DO WITH YOUR PERSONAL INFORMATION?

Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice
carefully to understand what we do.

What?
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
• Social Security number and employment information
• Income and investment experience
• Risk tolerance and retirement assets

When you are no longer our customer, we continue to share your information as described in this notice.

How?
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Lifetime Legacy Services chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information		Does Lifetime Legacy Services share?	Can you limit this sharing?
For our everyday business purposes—such as to process your transactions, maintain your account(s),respond to court orders and legal investigations, or report to credit bureaus		Yes	No
For our marketing purposes—to offer our products and services to you		No	We don’t share
For joint marketing with other financial companies		No	We don’t share
For our affiliates’ everyday business purposes—information about your transactions and experiences		Yes	No
For our affiliates’ everyday business purposes—information about your creditworthiness		No	We don’t share
For our affiliates to market to you		No	We don’t share
For non-affiliates to market to you		No	We don’t share

Who is providing this notice?
Lifetime Legacy Services LLC, a registered investment adviser.

How does Lifetime Legacy Services protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. We restrict access to your personal information to those employees who need it to perform their job responsibilities.

How does Lifetime Legacy Services collect my personal information?
We collect your personal information, for example, when you
• establish an investment advisory relationship
• contract for financial planning services
• open an account or deposit money with custodians
• purchase or sell securities with executing broker-dealers

We also collect your personal information from others, such as custodians, broker-dealers, or other companies.

Why can’t I limit all sharing?
Federal law gives you the right to limit only
• sharing for affiliates’ everyday business purposes— information about your credit worthiness
• affiliates from using your information to market to you
• sharing for non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Definitions

Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.

Non-affiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.

Non-affiliates we share with can include companies such as vendors, and other service providers.

Joint marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
Our joint marketing partners include categories of companies such as insurance companies.