Privacy Policy
Privacy Policy
Protecting What You Trust Us With
We respect your privacy and are committed to protecting your personal information.
This Privacy Policy explains how LegacyGNV Financial collects, uses, discloses, and safeguards your data when you visit our website, request a consultation, or engage with our insurance and financial services.
Last Updated: May 27, 2026
Who We Are
LegacyGNV Financial is owned and operated by Cleveland Davis, Jr.,
a licensed insurance professional based in Gainesville, Florida.
We provide life insurance, disability and supplemental coverage,
health and dental plans, retirement and estate planning support, annuities,
and related financial education.
Business Address:
2153 SE Hawthorne Rd, Suite #101, Gainesville, FL 32641
Phone: (352) 450-1816
Email: [email protected]
Florida Insurance License #: G117547
Information We Collect
We may collect the following types of information:
Personal Information:
Name, email address, phone number, mailing address, and similar
contact details you submit through our consultation request forms,
intake forms, or other communications.
Insurance & Financial Information:
Information you voluntarily provide to help us understand your
needs and prepare quotes — such as age, household composition,
dependents, current coverage, employment status, retirement contributions,
and stated financial goals. We only collect what we need to serve you.
Health-Related Information:
When you apply for life, disability, health, or dental coverage,
you or the insurance carrier may collect health-related information
as part of underwriting. We do not store medical records on this website;
that information is submitted directly to the carrier
through their secure application process.
Usage Data:
IP address, browser type, device information, referring URLs
pages visited, and how you interact with our site.
Cookies and Tracking Technologies:
We use cookies and similar tools to improve your browsing experience,
remember your preferences, and understand how our site is used.
How We Use Your Information
We may use your information to:
Respond to consultation requests and inquiries
Prepare insurance quotes and present coverage options
Connect you with the insurance carriers and underwriters appropriate for your situation
Send appointment reminders, policy updates, and service communications
Send newsletters, educational content, and promotional materials (only with your consent)
Improve our website, services, and client experience
Comply with our legal, regulatory, and licensing obligations
Sharing Your Information
We do not sell your personal information. We may share your information with:
Insurance carriers and underwriters when you ask
us to obtain a quote, submit an application, or service a policy on your behalf
Trusted service providers that help us run our business — including our CRM,
scheduling, email, and SMS platforms (for example, our website
and customer communications are powered by LeadConnector / HighLevel)
Professional advisors
(such as legal, accounting, or compliance professionals)
when reasonably necessary
Legal and regulatory authorities when required by law, court order,
or to respond to a request from the Florida Department of Financial Services,
the IRS, or other applicable regulators
Successors in the event of a merger, acquisition, or sale
of the business — in which case any successor will be bound
by this Privacy Policy
Your Choices
Email:
You can unsubscribe from marketing emails at any time using the link at the bottom of any email.
Text Messages:
You can opt out of SMS messages at any time by replying STOP to any text from us. Reply HELP for assistance.
Cookies:
You can adjust cookie preferences through your browser settings.
Access and Correction:
You may contact us to request access to, correction of, or deletion
of the personal information we hold about you, subject to
any legal or recordkeeping requirements that apply to licensed insurance professionals.
Financial Information Privacy Notice
Because we help clients with insurance and financial products, we are committed to protecting your nonpublic personal financial information consistent with applicable federal and state law, including the Gramm-Leach-Bliley Act. We collect this information only as needed to serve you, share it only as described in this policy or as you direct, and require our service providers to handle it with appropriate care.
Data Security
We use reasonable administrative, technical, and physical safeguards to protect your information against unauthorized access, loss, or misuse. Sensitive insurance applications are submitted to carriers through their own secure systems. While we work hard to keep your data safe, please be aware that no transmission over the Internet is 100% secure, and we cannot guarantee absolute security.
Children's Privacy
Our services are intended for adults. We do not knowingly collect personal information from individuals under the age of 18. If you believe a child has provided us with personal information, please contact us so we can remove it.
Third-Party Websites
Our website may link to third parties — for example, carrier portals, scheduling tools, or educational resources. We are not responsible for the privacy practices of those sites. Please review each third party's privacy policy before sharing information.
Changes to This Policy
We may update this Privacy Policy from time to time. When we do, we will revise the "Last Updated" date at the top of this page. Material changes will be reflected here, and your continued use of the site means you accept the updated policy.
Contact Us
If you have questions about this Privacy Policy
or how your information is handled, please reach out:
Cleveland Davis, Jr.
LegacyGNV Financial
2153 SE Hawthorne Rd, Suite #101, Gainesville, FL 32641
Email: [email protected]
Phone: (352) 450-1816
