At the core of any industry is marketing. At Legacy Safeguard we have created a complete turn-key marketing system for you to use without having to re-create the wheel. Many carriers have reduced the amount of training and marketing material for independent advisors, but not the team at Legacy Safeguard! We believe that you can thrive when you have the right tools, and we are here to help.

Legacy Safeguard helps life insurance become more tangible during a presentation and that tangibility has proven itself to work across the United States.

Lead Generation Materials

Our experience shows in our results: final expense sales growth of over 600%, especially when advisors like you take charge and make Legacy Safeguard a part of every client interaction. With our system to help you generate the right kinds of leads, you can create results for you and your business.

Presentation Materials

We have compiled the best set of presentation materials you can use in venues like public spaces and group meetings. From brochures to seminar presentations to stand up banners, we have the tools to ensure your success.

Appointment Materials

When you meet with a potential client, show what you can offer to make their life better and you’ll gain a customer. Our appointment materials include helpful documents like: an enrollment form, final expense worksheet, and even a “Sorry We Missed You!” Card for when an appointment doesn’t work out.