Legacy safeguard final-expense-client_presentation-2012

Preserve your legacy for future generations
Who were your
Great- Grandparents?
Most great-grandchildren do
not know anything about their
great-grandparents.
Preserve your legacy with our
Legacy Safeguard
Planning Guide!

Because…Your legacy does matter.
Legacy Safeguard
Planning Guide
Records your:
•  Family Values
•  Personal Information
•  Historical Insights
•  Financial Accounts
•  Personal Wishes

Legacy Safeguard Planning Guide
Personal Information
Very important information
that only you know.
Your family could have a
difficult time finding these
details…maybe never finding
them unless you record them!

Historical Information
You worked hard your entire
life to leave a legacy. Records
the following information:
•  Occupation
•  Years Employed
•  Memberships
•  Organizations
•  Religious Affiliations

Family Legacy
• Records Advice you want to
leave your family
• Your important values
• What you want to be
remembered for
We can all think of the loved
ones that we would give
anything to just ask them a
few more questions.

Financial Information
You may know where
important documents are
and what value they have.
But, all too often your family
does not know enough when
it matters most.

Personal Wishes
“What would they have
wanted?”
Allows you to briefly record
and guide your family through
a difficult time in their life to
reduce stress and conflict.

To Lessen the Burden For Your Loved Ones
Personal Wishes
If you died today,
how would your family pay for your funeral?

According to
American Association of Retired Persons (AARP)
“Funeral and final expenses
can easily exceed $10,000.”
So, when the inevitable day
comes, there needs to be a
plan so you that don’t leave a
burden for your loved ones.
Plan now to protect your family!

Americans want to Pre-Fund, but how?
1 Source: American Funeral Director, January 2005
However, your options to pre-fund
have been limited.
of Americans believe that
pre-funding their funeral
is a good idea.1

The Legacy Safeguard was created to assist your
family through one of the toughest times in their life.
You can be enrolled into Legacy Safeguard which
entitles your family to end of life planning, support, and
guidance.

Legacy Safeguard Welcome Kit

Legacy Planning Guide Software
Members receive our one-of-a-kind
Legacy Planning GuideTM
Software
Which allows members to record their
personal information and store copies of
their important documents to help their
family locate them in an emergency.
Sections allow members to record their:
•  Family Values
•  Personal Information
•  Valued Possessions
•  Online Account Information
•  Pet Care Instructions
•  Historical Insights
•  Financial Accounts
•  Final Wishes© 2012 Legacy Safeguard, LLC. All rights reserved.

In the digital age we live in, it is so important to have a digital imprint. Part
of leaving a legacy is staying in touch with family and friends online so we
have created the My Legacy Safeguard Personal Member Webpage.
What will you family remember about you?
With the My Legacy Safeguard Personal Member
Webpage, you will be able to celebrate your
legacy while inspiring loved ones to do the same.
Grandmothers can pass down their favorite
recipes to grandchildren. Fathers can share
their favorite fishing stories with their sons
and daughters. It's and opportunity to
show your family history, who you are
and what is important to you.
My Legacy Safeguard

My Legacy Safeguard
Celebrate your legacy with My Legacy Safeguard
Ø Connect with Family and Friends
Ø Link with Facebook, Twitter, YouTube, and other Social Networking Sites
Ø Share your photos and videos
Ø Design your own legacy webpage
Ø Create a Blog for favorite stories
Ø And, much more!

•  Records the Vital Statistics that
are required to complete the
Death Certificate.
•  Outlines a member’s wishes
for their memorial service.
•  Created in carbon copy format.
•  One copy is returned to Legacy
Safeguard to be securely archived
until the time of need.
•  The other copy is for your records.
Legacy Planning Archive
Membership Benefits

End of Life Planning, Guidance, & Assistance
•  Legacy Safeguard Advisor — At the time of need, our advisors
are on call to guide the member’s family through the entire end of life
planning process to help them make the most informed decisions
about funeral related issues.
•  Funeral Home Locator — Assists the family in locating
several funeral homes and cemeteries in their area. Our advisors
can contact the funeral homes to evaluate the service options.
•  End of Life Planning— Our advisors can help your family create a
dignified memorial service that celebrates your life. Legacy Safeguard
will also help your family make informed decisions about how to use
the funds that you have set aside to pay for your final arrangements.
Membership Benefits

End of Life Planning, Guidance, & Assistance
On average, Legacy Safeguard
saves each family over
$2,200
on a traditional funeral service!
Actual results may vary.© 2012 Legacy Safeguard, LLC. All rights reserved.
Membership Benefits

•  Bereavement Travel Assistance — Our advisors can inform the
family about bereavement travel options and discounts available
to them. On average we help save over $620 per flight!
•  Personalized Assistance — Our advisors can assist the survivors
in a wide range of services that include:
•  Filing death claims with insurance companies
•  Making reservations at a local restaurant
•  Assisting the family with car rentals and other transportation needs
•  Setting up reservations and negotiating discounts with hotels
•  Coordinating security for the family’s home during the memorial service
•  Helping the family with other special requests
•  Grief Counseling Support — We can also recommend grief
counseling programs to help the family through the loss of a
loved one.
Support for Survivors

Final Expense & Legacy Safeguard
Peace of mind for you today,
Peace of mind for your loved ones tomorrow,
with Guidance and Support for your family in the future.

The Knowledge & The Solution
Doesn’t it make sense to take advantage
of all the things we’ve discussed today?
Now that you have…

Protecting your family. Protecting your legacy.

Legacy safeguard final-expense-client_presentation-2012

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