Funeral Trust with Legacy Safeguard
Powerful Final Expense Marketing Tool—Perfect for Medicare Supplement Agents
Did you know that 90% of Americans think it is a good idea to pre-fund their end-of-life needs—yet only 12% of people actually do it? This is a huge untapped market! And Senior Market Sales has the product and marketing system to help you crack it.
With National Guardian Life’s Funeral Trust combined with the Legacy Safeguard Turnkey Marketing System, you could be making an additional $16,000 per month just by asking one additional question on your Med Supp appointments!
The 1-Question Sales Presentation:
“If you died today, how would your family pay for your funeral?”
To find out how you can start cross-selling Funeral Trust with your other products, call Pat Sheridan at 1-800-786-5566 ext. 3627. Or check out 9 training videos currently available to help familiarize you with the product and the sales process.
Funeral Trust
A single-premium product that allows your clients to pre-fund their final expense needs—protecting final expense dollars from probate, creditors, income taxes or Medicaid spend-down.
- Guarantee-issue 0-99—No Underwriting!
- 1-pg application
- 1-pg funeral trust document
- $500 - $50,000
Legacy Safeguard
A service that helps families with the entire funeral planning process.
- Advisors on call ready to help surviving family through the entire process
- Funeral home and cemetery locator
- End-of-Life Planning
- Bereavement Travel Assistance
- Grief Counseling
Plus, You’ll Get All These Marketing Materials:
