About

Legacy Safeguard is helping agents set more appointments, make more presentations, close more sales and serve more people! Join us to learn how you can offer your clients a free Legacy Safeguard membership, which includes legacy planning, estate planning support, end-of-life planning, guidance, assistance, and support for survivors and their loved ones. We will review Legacy Safeguard training and marketing materials, the client enrollment process and much more!

When

Tuesday, May 6, 2025 · 11:00 AM PST

Agenda

• Overview of Legacy Safeguard Membership

• Legacy Safeguard University for Agents

• Legacy Planning Software

• Closing a Sale with LifeCENTER Final Expense Quoting