Last Updated: September 15, 2026
True Roots Legacy (“True Roots Legacy,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide when visiting our website, requesting information, scheduling a consultation, submitting a veteran housing inquiry or referral, or otherwise communicating with us.
This Privacy Policy explains the types of information we may collect, how we may use that information, and the choices available to you.
We may collect information that you voluntarily provide to us, including your name, email address, telephone number, information submitted through contact or appointment forms, information related to life insurance inquiries, and information submitted through our Veteran Housing Inquiry & Referral form.
Depending on the service requested, additional information may be collected when necessary to respond to your inquiry or provide requested services.
We may use information you provide to:
Respond to questions and requests for information.
Contact you regarding life insurance products or services you have requested information about.
Schedule and manage consultations or appointments.
Respond to veteran housing inquiries and referrals.
Communicate with veterans, caseworkers, housing coordinators, referral organizations, and community partners when appropriate.
Provide service-related communications and follow-up.
Maintain and improve our website, forms, and services.
Comply with applicable legal and regulatory requirements.
Submission of a Veteran Housing Inquiry & Referral form does not guarantee housing availability, eligibility, acceptance, or placement.
If you provide your telephone number and consent to receive text messages, True Roots Legacy may send you communications related to your inquiry, appointment, requested service, or other communications for which you have provided consent.
Message frequency may vary. Message and data rates may apply. You may opt out of text messages by replying STOP. For assistance, reply HELP or contact us using the information below.
Consent to receive text messages is not a condition of purchasing goods or services.
True Roots Legacy does not sell your personal information.
We may share information with service providers or other parties when reasonably necessary to operate our website, process communications, provide requested services, comply with applicable law, or when you authorize or request such sharing.
Our website and the technology providers used to operate it may use cookies or similar technologies to support website functionality, understand website usage, and improve the visitor experience.
You can control certain cookie settings through your browser. Additional information may be provided in our Cookie Policy.
Our website may contain links to third-party websites or use third-party platforms for forms, scheduling, communications, payment processing, or other services. Those third parties may maintain their own privacy policies and practices.
True Roots Legacy is not responsible for the privacy practices of third-party websites that we do not control.
We take reasonable administrative and technical measures intended to protect personal information. However, no internet transmission or electronic storage system can be guaranteed to be completely secure.
You may contact us to request that we update or correct personal information you previously provided to us, subject to applicable legal, regulatory, recordkeeping, and business requirements.
You may also unsubscribe or opt out of certain communications using the instructions provided in those communications.
Our website and services are not directed toward children under 13, and we do not knowingly seek to collect personal information from children under 13 through this website.
We may update this Privacy Policy periodically. Changes will be posted on this page with an updated “Last Updated” date.
If you have questions regarding this Privacy Policy or our privacy practices, contact:
True Roots Legacy
Charlotte, North Carolina
Phone: 980-285-2161
Email: [email protected]
Website: truerootslegacy.com