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1. Overview

This Privacy Policy describes how Alliance Legacy Protection Services Inc., doing business as AMG Financial Services (“AMG Financial Services,” “we,” “us,” or “our”) collects, uses, discloses, and safeguards your Personal Information.

This website, https://www.amgfinancialservices.com, is operated under the AMG Financial Services brand name.

This Privacy Policy applies when you visit our website, interact with our advertisements, submit forms, communicate with us by phone, email, SMS, or other electronic means, or otherwise engage with our services (collectively, the “Platform”).

If you do not agree with this Privacy Policy, do not use the Platform. By accessing or using the Platform, you acknowledge and consent to this Privacy Policy.

2. Information We Collect

We collect information that identifies, relates to, describes, or could reasonably be linked to you (“Personal Information”) in the following ways:

A. Information You Provide Directly

You may provide Personal Information when you:

  • Request information about insurance or financial products

  • Complete forms on our website or landing pages

  • Request a quote, consultation, or appointment

  • Communicate with us via phone, email, or text message

  • Apply to work with or become an agent

This information may include your name, address, email address, phone number, date of birth, insurance needs, and communication preferences.

B. Information Collected Automatically

When you interact with the Platform, we may automatically collect:

  • IP address

  • Device and browser information

  • Pages visited and actions taken

  • Date and time of access

  • Cookies and similar technologies

This information is used to operate, secure, and improve our Platform.

3. How We Use Your Information

We use Personal Information to:

A. Provide Our Services

  • Deliver insurance-related information

  • Schedule appointments and consultations

  • Respond to inquiries and service requests

B. Communications (Calls & Text Messages)

We may contact you via phone calls, text messages (SMS/MMS), or email to:

  • Confirm or remind you of appointments

  • Provide insurance-related follow-ups

  • Deliver service updates

  • Send marketing communications related to insurance products or services

Consent is not a condition of purchase. Message and data rates may apply. You may opt out at any time by replying STOP.

SMS Opt-In Details

Text messages are sent only to individuals who have voluntarily opted in through our website forms.

Users provide consent by submitting a form on https://www.amgfinancialservices.com/contact, which includes two separate, optional, unchecked consent checkboxes:

  • One checkbox allows users to consent to receive non-marketing text messages, such as appointment confirmations and reminder messages.

  • A separate checkbox allows users to consent to receive marketing text messages, such as special offers, discounts, and service updates.

Consent to receive text messages is not required to submit a form or request information. Message frequency may vary. Message and data rates may apply. Users may opt out at any time by replying STOP.

C. Business Operations

  • Internal reporting and analytics

  • Compliance and recordkeeping

  • Quality assurance and training

D. Legal & Compliance Purposes

  • Comply with applicable laws and regulations

  • Protect against fraud or misuse of our services

4. How We Protect Your Information

We implement reasonable administrative, technical, and physical safeguards designed to protect your Personal Information.

No system is completely secure. If you believe your information has been compromised, please contact us immediately.

5. When We Share Information

We may share Personal Information only with:

  • Licensed insurance agents assisting with your request

  • Service providers that support our operations (such as CRM platforms, communication providers, and compliance services)

These parties are contractually obligated to protect your information and use it only for the services requested.

We do not sell your Personal Information.

6. Mobile Information Sharing (SMS Compliance)

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Mobile information includes, but is not limited to:

  • Phone numbers

  • SMS consent records

  • Messaging opt-in data

We may share mobile information with service providers and subcontractors solely for the purpose of delivering communications on our behalf (such as text message delivery platforms), provided such parties are contractually obligated to protect the confidentiality of the information.

All other categories of personal information may be shared only as described in this Privacy Policy.

7. Data Retention

We retain Personal Information only as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce agreements.

8. Information From Children

Our Platform is not intended for individuals under 18 years of age. We do not knowingly collect Personal Information from children under 18.

9. Third-Party Links

Our Platform may contain links to third-party websites. We are not responsible for the privacy practices of those sites.

10. Your Privacy Rights

Depending on your jurisdiction, you may have rights to:

  • Access your Personal Information

  • Correct inaccurate information

  • Request deletion

  • Opt out of marketing communications

You may exercise these rights by contacting us using the information below.

11. Privacy Policy Updates

We may update this Privacy Policy from time to time. Updates will be posted on our website. Continued use of the Platform constitutes acceptance of any changes.

12. Contact Us

Alliance Legacy Protection Services Inc.
DBA: AMG Financial Services
Website: https://www.amgfinancialservices.com
Email: contact@amgfinancialservices.com

Privacy Policy
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