Privacy Policy

Last updated: August 10, 2026

This Privacy Policy describes how Continuum Wealth & Legacy LLC ("we," "us," or "our") collects, uses, and protects your information when you visit bookdwithai.com, request a quote, or communicate with us by phone, email, or text message.

Information we collect

• Information you provide: name, phone number, email address, state of residence, and details you share when requesting an insurance quote or contacting us.
• Communication records: records of calls, emails, and text messages exchanged with us, maintained for service and compliance purposes.
• Basic usage data: standard web log information such as browser type and pages visited, used only to keep the site functioning properly.

How we use your information

• To respond to your quote requests and provide insurance guidance and enrollment support.
• To send appointment reminders, follow-ups, and account or service notifications you have requested.
• To comply with insurance licensing, record-keeping, and other legal obligations.

SMS/Text messaging privacy

When you opt in to receive text messages from Continuum Wealth & Legacy LLC:

• Your phone number and opt-in consent are used solely to send you the messages you requested — quote follow-ups, appointment reminders, and service notifications.
• Message frequency varies based on your interaction with us. Message and data rates may apply.
• You can opt out at any time by replying STOP to any message. Reply HELP for assistance, or contact us at dan@bookdwithai.com or (402) 881-1298.
• Consent to receive text messages is not a condition of purchasing any product or service.

Information sharing

We do not sell your personal information. We share information only in these limited circumstances:

• Insurance carriers: when you choose to apply for a policy, we transmit your application information to the carrier you selected.
• Service providers: vendors that support our operations (such as our customer relationship management and telephone systems) may process your information solely on our behalf and under confidentiality obligations. These providers are prohibited from using your information for their own purposes.
• Legal requirements: when required by law, regulation, or valid legal process.

Data security and retention

We use commercially reasonable administrative and technical safeguards to protect your information, and we retain records only as long as needed for the purposes described above or as required by insurance regulations.

Your choices

• Opt out of text messages at any time by replying STOP.
• Request access to, correction of, or deletion of your personal information by contacting us using the details below.

Contact us