Legacy Safeguard: A Free Value‑Add That Builds Trust, Retention & Referrals
Legacy Safeguard is helping agents set more appointments, make more presentations, close more sales, and serve more people—and in this training, you’ll learn exactly how to make it part of your growth strategy.
This session will walk you through how to offer your clients a free Legacy Safeguard membership, which includes legacy planning, estate planning support, end‑of‑life planning guidance, and assistance for survivors and their loved ones. You’ll learn how to present these benefits in a way that deepens client relationships and demonstrates your long‑term commitment to their families.
We’ll also explore the tools and resources available through Legacy Safeguard University, including:
* Marketing materials
* Client presentation materials
* Enrollment materials
* Training videos & guides
* Sponsorship forms & gift certificates
