© 2012 Legacy Safeguard, LLC. All rights reserved.

Preserve your legacy for future generations

Who were yourGreat- Grandparents?

Most great-grandchildren donot know anything about their great-grandparents.

Preserve your legacy with our

Legacy SafeguardPlanning Guide!


Because…Your legacy does matter.

Legacy Safeguard Planning Guide

Records your: • Family Values• Personal Information• Historical Insights• Financial Accounts• Personal Wishes



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 areand what value they have.

But, all too often your family does not know enough whenit 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 toAmerican Association of Retired Persons (AARP)

“Funeral and final expensescan easily exceed $10,000.”

So, when the inevitable daycomes, there needs to be aplan 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?

11 Source: American Funeral Director, January 2005

However, your options to pre-fundhave been limited.

of Americans believe thatpre-funding their funeralis 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-kindLegacy 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


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

Connect with Family and Friends

Link with Facebook, Twitter, YouTube, and other Social Networking Sites

Share your photos and videos

Design your own legacy webpage

Create a Blog for favorite stories

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 SafeguardFinal 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…


© 2012 Legacy Safeguard, LLC. All rights reserved.

Documents

Transcript of © 2012 Legacy Safeguard, LLC. All rights reserved.