Privacy Policy

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.

Data Security

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

Website Disclaimer and Compliance Statement

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.

Medicare Disclaimer (TPMO)

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.

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