Legacy Safeguard

Legacy Safeguard

Legacy Safeguard has partnered with industry leading Final Expense Solutions for your clients and have created a comprehensive, turn-key marketing system to help you be more successful and close more sales. Legacy Safeguard is a marketing system for you as an agent, but is also a value added benefit you can offer your clients free of charge!

Legacy Safeguard provides your clients:

• Advisors on call ready to help families make final arrangements and help them to leave a lasting legacy.
• Support families through the entire funeral planning process when a family member has passed
• Funeral home and cemetery locator
• End-of-life planning
• Bereavement travel assistance
• Grief counseling
• And much, much more!

Legacy Safeguard also provides you, the agent:

• Complete turn-key marketing system
• Personalized marketing pieces
• Client flip-chart presentations
• Sales guides
• Online training system
• And much more!

Legacy Safeguard Video Resources

• The Medicare Agent's Guide to Selling Final Expense
• How to Sell Final Expense in an Untapped Market With Unlimited Opportunity
• How to Be Successful With Obtaining Referrals
• Tips to Estimate Final Expense — and the 3-Option Close
• How to Successfully Overcome Objections to Final Expense
• The Differences Between the Two National Guardian Life Trusts
• One Question Presentation
• 7 Practices of a Successful Salesperson

Living Promise From United of Omaha

A simplified issue product created by one of the most recognized brands in America.

• Issue ages 45 – 85
• Face amounts $2,000 - $40,000
• Simple cascading application
• Apptical POS underwriting
• Electronic application available
• Tele-sales available

Assetguard From National Guardian Life

A funeral trust 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. AssetGuard also has an estate planning trust that will allow your clients to name a beneficiary for their policy.

• Guarantee issue ages 0 – 99, No underwriting required!
• Face amounts $500 - $100,000
• Payment plans include single pay, 3, 5, 7, or 10 year pay
• One-page application and trust documents
• Interest growth
• One question sales presentation

Perfect For Medicare Supplement Agents

Did you know that Medicare clients are the exact same people that need coverage for final expenses? Helping them with only their Medicare is not enough. Legacy Safeguard has created an exclusive marketing program called The Postseason Game Plan to help you navigate after AEP is over and become a senior market champion. 78% of shoppers with a previous relationship with their agent bought life insurance when their agent presented it to them. Your clients are buying final expense insurance, it’s time they start buying it from you! Start using The Postseason Game Plan and start offering your clients final expense today.

Visit our Postseason Game Plan link to learn more about this!