Help your Clients Leave a Larger Legacy with the Legacy Optimizer

  • Life, Legacy Safeguard

This solution is specially designed for legacies. It can provide death benefit protection with a single premium, liquidity and growth features, and the living benefits that your Baby Boomer clients need. It's simple to sell as you can easily overcome common objections because no blood work or doctor visits are required. The product, application process and underwriting are simplified too. Learn how to help clients transform the legacy they leave behind, all with just a short client meeting.

Get Contracted with North American Life

Key Takeaways

  • It can provide death benefit protection with a single premium
  • Liquidity and growth features
  • Living benefits that your Baby Boomer clients need