Congratulations on advancing through another season of serving clients! Now, you have an incredible opportunity to follow-up on another major need — by helping them leave a lasting legacy.
Postseason Game Plan is an expert-built turn-key system to help agents like you serve the senior market year-round. Postseason Game Plan, created by Integrity and powered by Legacy Safeguard, makes it simple for agents to become a champion in their senior market.
Legacy Safeguard is a service that helps ensure that clients’ families are taken care of in their time of greatest need.
We believe that it’s important for everyone to leave a lasting legacy. That’s why we built Legacy Safeguard – to provide your clients and their loved ones with dependable resources for legacy planning, estate planning support, end-of-life planning, guidance and assistance, and support for survivors. It’s also designed to help you build deeper, longer lasting and more holistic relationships with your clients.
To start offering Legacy Safeguard to your clients, select the button below and log on to Legacy Safeguard University. You will find marketing and training materials, as well as the client enrollment form. Take advantage of this valuable service and start offering it to your clients today!