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Privacy Policy

 Effective Date: January 11th, 2025

 

Introduction
At Moe Legacy LLC ("we," "us," or "our"), your privacy is a priority. This Privacy Policy explains how we collect, use, protect, and disclose your personal information when you access our website, use our services, or interact with us through digital platforms.

Acceptance
Please read this Policy carefully. By accessing or using our services, or by accepting this Policy through any means provided (e.g., clicking a checkbox or submitting a form), you agree to its terms. We may update this Policy at any time, and your continued use of our Service after changes are posted constitutes your acceptance.

1. Information We Collect

Personal Information:
Includes name, address, email, phone number, date of birth, social security number, credit history, income, business information, and other identifiable data you provide when engaging with our services.

Financial Information:
We may collect or transmit limited financial data including payment method, billing details, and transaction history. Payment details are processed through secure third-party payment processors (e.g., Stripe, PayPal, Intuit).

Usage Data & Cookies:
We collect data on how you interact with our services (IP address, browser type, pages visited). Cookies and similar technologies help us enhance user experience and analyze site traffic.

Information from Third Parties:
We may collect data from trusted providers such as credit bureaus, financial institutions, and service platforms to verify or enrich user-provided data.

Mobile Device & App Data:
If using our services via mobile device, we may collect device type, ID, location data, and interactions with our mobile app.

Social Networking Data:
We may collect information from social networking platforms, such as Facebook, Instagram, LinkedIn, or Twitter, including your public profile, username, or contact details, depending on your privacy settings on those platforms.

Voice & AI Data (if applicable):
If you interact with Moe Legacy’s AI-powered tools or voice assistants, we may collect and retain voice recordings, transcripts, or interaction logs to improve service quality and user experience. These are stored securely and never shared without your explicit consent. You may request deletion of this data at any time by contacting us.

2. How We Use Your Information

We use your data to:

  • Confirm appointments and provide updates
  • Provide services you request
  • Improve our services and platform experience
  • Respond to inquiries and support requests
  • Administer billing and contractual obligations
  • Send relevant communications you opted into
  • Comply with legal requirements

We do not sell, rent, or share your personal data with third parties or affiliates for marketing or promotional purposes. Your data is shared only with:

  • Trusted service providers who support our platform
  • CRM and communications platforms (e.g., HighLevel, SMS providers)
  • Law enforcement when required by law

3. SMS & Email Communication

If you opt in via form submission, calendar booking, or checkbox, we may send:

  • Appointment confirmations or reminders
  • Service-related updates
  • Follow-up communications in response to your inquiry

All SMS messages include STOP/HELP instructions. No SMS is sent without prior written consent. SMS opt-in data is not shared with third parties or affiliates for marketing purposes.

4. International Data Transfer

Our services are hosted in the United States. If you are located outside of the U.S., you consent to the transfer and processing of your information in the United States. We take all reasonable measures to ensure your data is protected in accordance with this Policy.

5. Data Retention

We retain your data only as long as needed to:

  • Fulfill the purpose it was collected for
  • Comply with legal or contractual obligations
  • Improve internal analytics or services

You may request deletion of your data at any time, unless retention is required by law.

6. Data Security

We implement industry-standard safeguards including:

  • SSL encryption
  • Secure hosting platforms
  • Role-based access control

For data collected via AI interactions or voice recordings, we add:

  • Encrypted storage
  • Access restrictions
  • Routine data deletion for expired or unused entries

We regularly audit systems to protect against unauthorized access, alteration, or disclosure of your information.

7. Your Rights

Depending on your location, you may have rights to:

  • Access or update your personal information
  • Request deletion of your data
  • Withdraw consent for communications
  • File a complaint with a data protection authority

Requests can be made via info@moelegacy.com.

8. California Privacy Rights (CCPA)

If you are a California resident, you have the right to:

  • Request access to the personal data we’ve collected
  • Request deletion of your data
  • Opt out of data sharing (note: we do not sell personal data)

To exercise these rights, email info@moelegacy.com.

9. Children Under 13

Our services are not intended for children under the age of 13. We do not knowingly collect or store data from individuals under this age threshold.

10. Contact

For questions about this policy or to exercise your data rights:

 Email: info@moelegacy.com

Last Updated: May 22nd, 2025

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Moe Legacy

Building financial strength, leaving a powerhouse legacy.

+1 (763) 342-5347

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