Privacy Policy

Last Updated: May 2, 2026

1. Information We Collect

We collect information that you provide directly to us, such as when you fill out a contact form, request a quote for IUL or Retirement Planning, or communicate with us. This may include your name, email address, phone number, and any other details you choose to share.

2. How We Use Your Information

The information we collect is used to provide, maintain, and improve our services, to respond to your inquiries, and to send you professional information related to financial strategies that you have expressed interest in.

3. Data Security

We implement a variety of security measures to maintain the safety of your personal information. Your data is contained behind secured networks and is only accessible by a limited number of persons who have special access rights to such systems.

4. Updates to This Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the 'Last Updated' date at the top.

Contact Information

If you have any questions regarding this privacy policy, you may contact us using the information below:

TXP Legacy Support

856-532-0828

New Jersey, USA