Privacy Policy
Last updated 10/12/2026. A plain-language look at what we collect, why, and the choices you have.
Who we are
Legacy Health Advisory Group is an independent, licensed insurance agency operating under Sobel Ventures Group, LLC, and led by Howard J. Sobel in Boca Raton, Florida. This policy explains how we handle information collected through this website. It does not apply to other websites we link to.
Information we collect
When you use our contact form, book a call or complete our Medicare review form, you may give us your name, phone number, email address, date of birth, ZIP code and the details of your message or answers. Our website and the services it relies on may also record basic technical information such as your browser type, device and the pages you visit.
Please do not send Social Security numbers, Medicare numbers, bank details or detailed health information through the website. If we need those to help you, we will ask for them by phone or another secure method.
How we use it
We use your information to respond to your questions, schedule and hold your consultation, compare coverage options for you, follow up about your request and keep our records. We may also send you helpful reminders and updates about Medicare and your coverage when you have asked for them.
How we share it
We share information only as needed to serve you, for example with insurance carriers when you choose to apply, with the companies that host or support our website, forms, scheduling, customer records (CRM), texting and email, and with others when the law requires it. We do not sell your personal information to third parties for their own marketing.
Third-party services and cookies
This website uses outside services such as web hosting, form handling, appointment scheduling, web fonts and an embedded Facebook reviews feed. These providers may set cookies or collect technical information under their own privacy policies. You can control cookies in your browser settings.
Calls, texts and email
If you give us your phone number or email address, we may contact you about your request. You can ask us at any time to stop contacting you by replying STOP to a text, using the unsubscribe link in an email, or telling us by phone. A licensed agent may contact you in response to a request for information. Calls may be recorded for quality and compliance purposes.
Your choices
You may ask us to tell you what information we hold about you, to correct it or to delete it, subject to legal and recordkeeping requirements. Residents of certain states may have additional privacy rights. Contact us to ask about yours.
How we protect information
We use reasonable safeguards, and our website is served over a secure connection. No method of transmission or storage is completely secure, so we cannot promise absolute security.
Children
This website is intended for adults and is not directed to children under 18.
Changes to this policy
We may update this policy from time to time. The date at the top of this page shows when it was last changed.
Contact us
Questions about this policy can be sent to Howard@LegacyHealthFL.com or by phone at (561) 444-8975. Legacy Health Advisory Group, Boca Raton, FL.