Terms of Service

Last updated: April 2026

Acceptance of Terms

By accessing and using the Evolve Legacy Group website (www.evolvelegacygroup.com), you accept and agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our website.

Services Description

Evolve Legacy Group is an independent insurance brokerage that provides information about life insurance and annuity products. We connect consumers with licensed insurance professionals and insurance carriers. We do not directly underwrite or issue insurance policies.

SMS/Text Messaging Program

Evolve Legacy Group offers an SMS messaging program to communicate with you about your insurance inquiries and services. By opting in to receive text messages from Evolve Legacy Group (by checking the SMS consent checkbox on our website forms), you agree to the following terms:

Program Description & Message Types

Our SMS program is used to communicate with you regarding your life insurance and annuity inquiries. Messages you may receive include:

• Responses to your insurance quote requests
• Insurance product information and policy details
• Appointment reminders and scheduling confirmations
• Follow-up messages related to your insurance needs
• Service-related notifications and updates

Message Frequency

Message frequency varies based on your interaction with us. You can expect to receive approximately 2-5 messages per month, though this may vary depending on your inquiry and the stage of your insurance process.

Message & Data Rates

Message and data rates may apply. Standard messaging and data rates from your mobile carrier apply to all text messages sent to and received from Evolve Legacy Group. Evolve Legacy Group is not responsible for any messaging or data charges imposed by your wireless carrier. Please contact your mobile carrier for details about your specific text messaging plan and any associated fees.

How to Opt Out (Text STOP)

You may opt out of receiving text messages at any time by replying STOP to any text message you receive from Evolve Legacy Group. After sending STOP, you will receive a one-time confirmation message confirming that you have been unsubscribed. No additional text messages will be sent to you unless you re-opt-in. You may also opt out by contacting us at info@evolvelegacygroup.com or calling (970) 315-7562.

Help

For help or questions about our SMS program, reply HELP to any text message you receive from us, or contact us directly at info@evolvelegacygroup.com or (970) 315-7562.

Carrier Liability Disclaimer

Wireless carriers are not liable for delayed or undelivered messages. Evolve Legacy Group is not responsible for any delays in the delivery of text messages, as delivery is subject to effective transmission by your mobile carrier. Carriers, including but not limited to T-Mobile, AT&T, Verizon, and other participating carriers, are not liable for any issues arising from the use of this SMS service, including but not limited to delayed, lost, or misdirected messages.

Consent Not Required for Purchase

Your consent to receive text messages is not a condition of purchasing any insurance product or service from Evolve Legacy Group. You may choose not to opt in to our SMS program and still receive full service from our team via phone and email.

Privacy & No Sharing of SMS Data

We do not sell, rent, share, or trade your phone number or SMS opt-in consent information with any third parties or affiliates for marketing or promotional purposes. For complete details on how we handle your personal information, please review our Privacy Policy.

Age Restriction

Our website and SMS messaging program are intended for individuals who are at least 18 years of age. By using our website and opting in to our SMS program, you represent and warrant that you are at least 18 years old. We do not knowingly collect personal information from individuals under 18 years of age. If we become aware that we have collected information from a person under 18, we will take steps to delete that information promptly.

Support Contact Information

For any questions, concerns, or support requests related to our services or SMS program, you may contact us at:

• Company: Evolve Legacy Group
• Email: info@evolvelegacygroup.com
• Phone: (970) 315-7562
• Website: www.evolvelegacygroup.com

Not Financial Advice

The information provided on this website is for general informational purposes only and should not be considered as financial, legal, or tax advice. Insurance products and their features may vary by state and carrier. We recommend consulting with a licensed professional for advice specific to your situation.

Accuracy of Information

While we strive to provide accurate and up-to-date information, we make no representations or warranties about the completeness, accuracy, or reliability of any information on this website. Insurance rates, product features, and availability are subject to change without notice.

User Responsibilities

You agree to provide accurate and truthful information when submitting forms or communicating with us. You agree not to use our website for any unlawful purpose or in any way that could damage, disable, or impair our website.

Intellectual Property

All content on this website, including text, graphics, logos, and images, is the property of Evolve Legacy Group or its content suppliers and is protected by intellectual property laws. You may not reproduce, distribute, or create derivative works from our content without express written permission.

Limitation of Liability

Evolve Legacy Group shall not be liable for any direct, indirect, incidental, special, or consequential damages resulting from the use or inability to use our website or services. This limitation applies to the fullest extent permitted by law.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the content, privacy practices, or terms of service of these external sites. Accessing third-party links is at your own risk.

Changes to Terms

We reserve the right to modify these Terms of Service at any time. Changes will be effective immediately upon posting to this page. Your continued use of our website after any changes constitutes acceptance of the revised terms.

Contact Us

If you have any questions about these Terms of Service, please contact us at info@evolvelegacygroup.com or call (970) 315-7562.