Legacy Safeguard

Change the way final expense is sold with Legacy Safeguard

Stop talking about death and dying. Instead talk about leaving a legacy.

Working in the senior market for many years, we have learned that final expense planning includes more than just funeral expenses. It is helping people plan their final expenses AND be remembered long after they are gone. None of us want to become a faceless name on a family tree. Clients also want to make sure the final expenses are taken care of so they don’t leave a burden to their loved ones. Therefore, we created Legacy Safeguard to provide agents a system to help clients be remembered long after their gone and address the final expenses they will inevitably have.

In addition, Legacy Safeguard offers many legacy planning benefits to clients, lessening the burden on their loved ones. Legacy Safeguard members receive the following benefits when they enroll:

  • Legacy Planning Services
  • End-of-Life Planning, Guidance & Assistance
  • Support for Survivors
  • Estate Planning Support
  • Celebrating Life Events

As you can see, Legacy Safeguard offers members with a comprehensive legacy planning and robust end-of-life planning benefits. This service not only makes it easier for agents to get in front of more clients, but it also changes the entire discussion from just burial insurance to getting clients to open up about their family and their desire to be remembered.

At CareValue, we believe it is important to leave a legacy, and are excited to provide it to our agents across the country when they work with only a small number of selective carriers.

“Agents can set more appointments, make more presentations, and close more sales with Legacy Safeguard!”

Legacy Safeguard offers value to everyone. Clients receive comprehensive legacy planning and end-of-life planning service to help them leave a lasting legacy and be remembered. Agents and agencies get access to the turn-key sales and marketing system that is proven to increase sales, persistency and face amounts.

Legacy Safeguard is a marketing system you can use today without re-inventing the wheel. Legacy Safeguard provides members with legacy planning and end-of-life planning guidance, assistance, and support while adding additional services agents can have in the home.

Powerful Final Expense Marketing Tool

Perfect for Medicare Supplement Agents: Asset Guard Living Promise with Legacy Safeguard

Did you know that 90% of Americans think it is a good idea to pre-fund their end-of-life needs — yet only 12% of people actually do it? This is a huge untapped market! And Care Value has the product and marketing system to help you crack it.

With Mutual of Omaha’s Living Promise combined with the Legacy Safeguard Turnkey Marketing System, you could be making an additional $16,000 per month just by asking one additional question on your Med Supp appointments!

The One-Question Sales Presentation

“If you died today, how would your family pay for your funeral?”

To find out how you can start cross-selling Living Promise with your other products, call 1-855-888-8326. Check out the 9 training videos currently available to help familiarize you with the product and the sales process. Request a Mutual of Omaha contract.


Living Promise from Mutual of Omaha

  • Simplified Issue-Level pay and Graded Benefit plans available
  • Issue ages 45-85*
  • No point-of-phone interview!
  • Competitive commissions paid daily
  • Lifetime Renewals Years 11+

Legacy Safeguard

Legacy Safeguard is a service that helps families with the entire funeral planning process.

  • Advisors on call ready to help surviving family through the entire process
  • Funeral home and cemetery locator
  • End-of-life planning
  • Bereavement travel assistance
  • Grief counseling

Watch the Video to Learn More

Plus, You’ll Get All These Marketing Materials

  • Three-minute DVD
  • Letter to current clients
  • Brochures
  • Direct mail lead generation pieces
  • Funeral-planning seminars