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Webinar 24-7 | Postseason Game Plan

If you don't do anything else this Medicare Season, then do this!


Great teams spend countless hours preparing before each season begins. They work hard to make sure that they are prepared for every opportunity they will face, and they take time to develop the best habits to ensure success. They also begin with the end in mind to set goals to get through the Regular Season and become champions!

As you gear up for Medicare Advantage season it is important to begin with the end in mind, and consider what you're going to do when the Regular Season (Medicare Season) ends and you enter the Postseason. With this in mind, Legacy Safeguard has created the Postseason Game Plan. This game plan will keep you focused so that you can advance to the Postseason ready to help more clients than you ever thought possible.

We're not talking about taking anything away from your Medicare sales. We are talking about how to equip yourself with a revolutionary "game plan" that will increase your relationships with everyone you meet with and allow you to better serve your clients once open enrollment is over.

Serve your clients with another major need after Medicare Season


With regulations and guidelines continuing to increase, now more than ever we all can see that you need to diversify your business and create a new revenue source. Did you know that the Medicare clients you meet with everyday are the exact same people who need coverage for final expenses? Helping serve their needs just makes sense. It's a perfect transition and so simple to do when you use our marketing system.

Also, it's proven that your previous clients want to buy more from you! The Life Insurance Market Research Association (LIMRA) found that 78% of life insurance shoppers with previous relationships with their agent bought life insurance when their agent presented it to them. According to this research, there is a huge need for agents to present life insurance products to seniors. And, since you're the trusted advisor to your clients, they are also more likely to buy life insurance from you. All you need to do is present it to them!

Facts from LIMRA - Life Insurance Awareness Month, September 2012

The Postseason Game Plan takes less than one minute to do.


This book will show you how to spend less than one minute after each Medicare appointment evaluating your client's needs and then show you how to follow up with them in the Postseason with the game changing Legacy Safeguard service. The entire process is seamless into Medicare Season allowing you to focus on one game at a time (each appointment) all the while knowing that you are building future sales to become a Senior Market Champion. When you take a minute after every Medicare presentation to reflect, see if you can check one or more of the following boxes about the client that you just met with:

  • Are they 65 years old or older?
  • Do they have kids and grandkids?
  • Do they seem like people who like to plan ahead?
  • Are they a person who wants to be remembered long after they're gone?

  • Follow all of the CMS guidelines but simply get back in your car and write their name down in the back of the Postseason Game Plan book. Again, if you don't do anything else this Medicare Season, then do this! The Postseason Game Plan will help grow your Senior Market business year after year with the amount of referrals and cross marketing opportunities you will be receiving with Legacy Safeguard.

Get in the Game by Offering Legacy Safeguard to Your Clients

We believe that everyone wants to leave a lasting legacy and be remembered long after they're gone. Therefore, if you're appointed with one of the life insurance companies that has partnered with Legacy Safeguard, then we want to help you offer each one of your clients a free Classic Membership in Legacy Safeguard as a way of thanking them for trusting you with their Medicare plan.

This is not just about selling life insurance. It's about helping people leave a lasting legacy and being remembered for what is most important to them. Therefore, we're willing to let you enroll your clients into Legacy Safeguard completely, free of charge, so that they don't end up being another faceless name on their family tree.

The Legacy Safeguard comprehensive marketing system includes:

  • Complete Referral System
  • Innovative Lead Programs
  • Comprehensive Marketing Guides
  • Final Expense Estimating System
  • Legacy Safeguard University's Agent Training Website
  • And Much More!

You have the opportunity to help your clients leave a lasting legacy, be remembered for years to come and help them lessen the burden of their final expenses on their family. To do this, we have put together a client letter to send your clients to thank them and to introduce Legacy Safeguard. Therefore, get your list ready and start mailing out this letter to your clients then following up with our turn-key client appointment script.