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LEGACY SAFEGUARD
WANT TO INCREASE YOUR BUSINESS BY 64%
Before using Legacy Safeguard
Before using Legacy Safegaurd you are going to want and NEED to view the training along with registering to use Legacy Safegaurd! If used properly you are able to increase your sales by 64% by obtaining referrals from your clients! This is an amazing application and tool to be used for your business and your clients!
Join Brady Driscoll as he discusses the importance of Legacy Safeguard, a comprehensive tool to help families manage important information, from passwords to memorial details, ensuring peace of mind for loved ones.
Legacy Safeguard
Easily enroll your clients into Legacy Safeguard’s Classic Membership. This simple enrollment form has two important sections for you to complete. All you need to do is to complete this form and click submit. Alternatively, you can download the form, print it, and fill it out with your client, then submit it electronically at your office. Your clients will receive their Classic Membership in Legacy Safeguard.
Postseason Game Plan
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.
Sponsorship Form
Why don’t you get referrals? Probably because you don’t ask for them! However, by allowing clients to “sponsor” friends and family into Legacy Safeguard, some of the work is done for you. Use this basic, yet effective referral system to build a your client base.
Gift Certificate
Use our Legacy Safeguard Gift Certificates for one more way to increase your sales. Handing a prospect a gift certificate helps raise their excitement and allows you to continue the conversation. Download the pdf, or order hard copies from our Supplies page.
Post appointment Email
Email is a great way to introduce your current clients to Legacy Safeguard. Click below to download a sample email copy and images that you can use in your own email system to share with your clients.
Legacy Safeguard Planning Archive
Helping your clients plan their legacy is a powerful service. Our downloadable legacy planning archive can help your clients document key information and memories to ensure they are remembered in the way they want!
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