Karen Burkholder Insurance Agency, LLC DBA LoneStar Legacy Insurance (“we,” “our,” or “us”) is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, protect, and share information when you visit our website, submit a form, or communicate with us.
Information We Collect
We may collect personal and nonpublic information that you voluntarily provide, including:
Name
Email address
Phone number
Mailing address
Date of birth
Insurance, retirement, and health related information
Financial information needed to prepare quotes or applications
Any information you submit through our website forms, email, or conversations
We may also collect limited technical information such as IP address, browser type, device type, pages visited, and general website usage for analytics and website improvement.
How We Use Your Information
We use your information to:
Respond to inquiries and requests
Provide insurance, annuity, and long term care services
Prepare quotes, applications, and policy servicing
Communicate about your account or requested services
Provide educational or marketing information when requested
Comply with legal and regulatory requirements
Improve our website and client experience
We do not use your information for unrelated or unauthorized purposes.
How We Share Information
We may share your information with:
Insurance carriers and underwriters
Compliance, licensing, and regulatory partners
Technology providers that support our operations
Professional partners when necessary to provide requested services
Government or regulatory agencies when required by law
We do not sell, rent, or trade personal information.
Your personal information is stored on secure servers protected by administrative, technical, and physical safeguards. We also maintain encrypted backup copies on a secured external drive that is locked when not in use and used solely for disaster recovery and data protection.
We take reasonable steps to protect information from unauthorized access, disclosure, or misuse.
Your Privacy Rights
You have the right to:
Request access to your personal information
Request correction of inaccurate information
Request deletion of your information when legally permitted
Ask how your information is used or shared
To submit a privacy request, contact us at:
📧 [email protected]
Cookies and Website Tracking
Our website may use cookies or similar technologies to improve functionality and analyze website usage. You may adjust your browser settings to disable cookies if you prefer.
Policy Updates
This Privacy Policy may be updated from time to time. Changes will be posted on this page with the updated effective date.
Contact Us
If you have questions about this Privacy Policy or how your information is handled, please contact us at:
📧 [email protected]
📞 469-425-3221
The information provided on this website is for educational and informational purposes only. It is not intended to be a solicitation, offer, or recommendation to purchase any specific insurance, annuity, or financial product. Coverage, benefits, and availability vary by carrier and individual circumstances.
Karen Burkholder Insurance Agency, LLC DBA LoneStar Legacy Insurance provides insurance based retirement and long term care solutions, including life insurance, annuities, and long term care coverage. Services may be funded through rollovers or IRS approved 1035 exchanges when appropriate. No securities, investments, or portfolio management services are offered.
Nothing on this website should be interpreted as legal, tax, or investment advice. Clients should consult their own attorney, CPA, or financial professional before making financial or legal decisions.
Submission of information through this website does not create an agent client relationship and does not guarantee coverage or approval. All insurance products are subject to underwriting and carrier approval.
Karen Burkholder Insurance Agency, LLC DBA LoneStar Legacy Insurance is a licensed insurance agency and may receive compensation from Medicare Advantage, Medicare Supplement, and Prescription Drug Plan carriers for enrollments. We do not offer every plan available in your area. Any information provided is not a complete list of available plans. To get a full list of options, please contact Medicare at 1-800-MEDICARE (TTY 1-877-486-2048) or visit www.medicare.gov.
A sales agent may contact you based on the information you provide. Submission of this form or inquiry does not obligate you to enroll in any plan.
© 2026 Copyright. All rights reserved.
Karen Burkholder Insurance Agency, LLC
Licensed Texas Insurance Agency
National Producer Number Agent: 17685812
National Producer Number Agency: 18254959
All calls recorded for quality and compliance
Not connected with or endorsed by the U.S. government or the federal Medicare program.
Karen Burkholder provides insurance based retirement and long term care solutions funded through rollovers and 1035 exchanges. No securities or investment services are offered.

469-425-3220
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