Legacy Safeguard is a free membership for your clients. There are on costs to become a member. You simply enroll them with the Legacy Safeguard enrollment form, send that into Legacy Safeguard and they will become a member with you listed as the individual who provided this valuable service to them.
Legacy Safeguard has no annual fees or dues for you the Agent. It is a turn-key sales and marketing system for you to use when you partner with specific marketing companies on specific products. You can get supplies from Premier when you get contracted at no cost. You can also order additional supplies such as brochures, enrollment forms etc online at LegacySafeguardUniversity.com free of charge. Some items such as folders, DVDs are sold for at cost pricing. But always check with your National Marketing Director regarding any special supply needs.
Legacy Safeguard has partnered with National Guardian Life, Monumental Life and United of Omaha, and only through specific independent marketing companies. When you work with Premier Planning you get unbridled access to Legacy Safeguard and can work with our team of National Marketing Directors to help you be successful and comfortable in using the systems.
Legacy Safeguard is free of charge to clients and there's no pressure for a policy to be sold. It is the intent of Legacy Safeguard to help you get more appointments, make more presentations and close more sales. If you are having trouble selling products and are only enrolling clients, we recommend that you speak with your National Marketing Director to help refine your presentation and close more sales.
Legacy Safeguard is not an insurance product. It is a service that helps members leave a lasting legacy and be remembered for generations to come. When you provide Legacy Safeguard membership to a client it acts like having a product in the home because of the tremendous value it brings. But it is not an insurance product.
Initial supply kits are provided when you get contracted, but you can always speak with your National Marketing Director for details on getting additional supplies. Legacy Safeguard University is another great resource for you to browse, order or even download supplies that you need.