We believe it's crucial to leave a lasting legacy. With this in mind, Legacy Safeguard was created to provide your clients with legacy and end of life planning, guidance and assistance. We have created a comprehensive marketing system to help you offer the Legacy Safeguard service to your clients.
Legacy Safeguard University
Legacy Safeguard University is designed to help you be successful when offering Life, Health and Wealth products and services to your clients. You’ll get access to tools and proven techniques that will help you serve more clients, close more sales, earn more referrals and ultimately increase your income.
Postseason Game Plan
Postseason Game Plan, written by our CEO, Bryan Adams and powered by Legacy Safeguard, makes it easy for you to become a champion in the senior market after AEP has ended. Download the free Postseason Game Plan e-Book to learn more.
Legacy Safeguard Training
Get started with our comprehensive training which includes audio and video materials, training guides and information about the ideal target audience, so you can earn referrals and build a thriving business.
Marketing Guides & Lead Generation
We offer comprehensive marketing training guides that you can download for free. They cover all the details needed to use and implement our turn-key marketing and sales system. You'll also find presentation materials, social media content and client appointment materials.