Legal
Privacy Policy
Effective July 15, 2026. This policy explains what we collect, how we use it, and the choices you have.
Who we are
Evergreen Legacy is a DBA of Capital Direct Financial Corporation, an independent marketing organization for indexed universal life and annuity products. This policy covers information collected through this website, our forms, and our communications.
What we collect
Information you provide directly: name, email address, phone number, age range, state of residence, product interest, and anything you include in a message to us. Information collected automatically: standard web analytics such as pages visited, referring source, and campaign parameters (UTMs).
Advertising, cookies & analytics
This website uses cookies and similar technologies for analytics and for measuring the performance of our advertising, including advertising pixels operated by third parties such as Meta and AppLovin (the AXON pixel). These tools collect standard usage information (pages visited, device and browser details, and campaign parameters) and may receive hashed contact identifiers — for example, a hashed version of an email address or phone number you submit — used to measure ad performance and match ad audiences. Hashing means the raw value itself is not exposed.
You can limit this data collection through your browser and device cookie controls, you can manage how Meta uses data for advertising through your Meta ad preferences settings, and you can review AppLovin's privacy practices and opt-out choices in the AppLovin privacy policy. Advertising measurement never includes your SMS opt-in consent or mobile opt-in data, which we do not share as described in the SMS / text messaging section below.
How we use it
To respond to your requests (such as preparing a personalized illustration or scheduling a consultation), to operate and improve this website, to send communications you have consented to receive, and to meet insurance regulatory and record-keeping obligations. We do not sell your personal information.
SMS / text messaging
If you opt in to text messages from Capital Direct Financial Corporation, DBA Evergreen Legacy, we may send appointment confirmations and reminders, webinar registration confirmations and reminders, follow-ups on requests you initiated, and, only with separate marketing consent, occasional educational or promotional messages.
Consent to receive text messages is not a condition of any purchase. Message frequency varies. Message and data rates may apply. Reply STOP at any time to unsubscribe and HELP for help.
We do not share, sell, or transfer your mobile phone number or SMS opt-in consent to third parties or affiliates for their marketing purposes. Text messaging originator opt-in data will not be shared with any third party except as required to deliver the messages you requested (for example, our messaging service provider).
Sharing
We share information only with service providers who help us operate (such as our CRM, scheduling, and quoting platforms), with insurance carriers when you ask us to prepare an illustration or application, and where required by law or insurance regulation. Evergreen Legacy does not share customer information with any affiliated mortgage business.
Your choices
Every marketing email includes an unsubscribe link. Reply STOP to end text messages. To access, correct, or request deletion of your information, contact us using the details below and we will respond consistent with applicable law.
Contact
Capital Direct Financial Corporation, DBA Evergreen Legacy
3133 W Frye Rd Ste 101, Chandler, AZ 85226
(602) 641-2332 · operations@capitaldfc.com
